(As of 10/31/2022)

SunWise Ess Sun Life MFS Global Growth Bundle Inv

(Global Equity Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2020
2019
2018



Inception Return
(1/27/2012)
7.65 %
YTD Return -16.86 %
NAVPS
(12/2/2022)
$23.76
Change $0.10 / 0.40 %
Growth of $10,000 (As of October 31, 2022)
MER 3.05 %
Assets ($mil) $11.76
Rank (1Yr) 807/975
Std Dev (3Yr) 10.41 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Capped
 
Objective
To seek capital appreciation and income by investing primarily in equity and fixed-income securities of issuers located anywhere in the world.
Fund Manager

MFS Institutional Advisors, Inc.

Portfolio Manager
Data not available
Sub-Advisor
Data not available
 
Asset Allocation
(As of October 31, 2022)
Sector Allocation
(As of October 31, 2022)
Geographic Allocation
(As of October 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS Global Growth Fund Series IInternational EquityMutual FundMulti-National70.75%
CI Canadian Bond Fund Class IDomestic BondsFixed IncomeCanada28.86%
Canadian DollarsCash and EquivalentsCash and Cash EquivalentCanada0.38%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.01%

Performance Data (As of October 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.21 -5.14 -5.08 -16.86 -14.46 2.40 4.58 8.00
Benchmark 3.74 -2.17 -3.53 -14.90 -12.31 3.28 4.54 9.31
Quartile Ranking 4 4 3 4 4 2 1 1

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 10.50 12.34 20.19 0.54 14.89 1.45 10.07 8.83 19.72 -     
Benchmark 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13 24.73 10.84
Quartile Ranking 3 1 1 1 1 4 1 2 2 -

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