(As of 8/31/2021)

SunWise Ess Sun Life MFS Global Growth Bundle Inv

(Global Equity Balanced)



2019
2018

FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(1/27/2012)
10.61 %
YTD Return 9.36 %
NAVPS
(9/21/2021)
$25.98
Change $0.06 / 0.23 %
Growth of $10,000 (As of August 31, 2021)
MER 3.05 %
Assets ($mil) $14.56
Rank (1Yr) 546/974
Std Dev (3Yr) 10.28 %
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 Partially Open
 
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 August 31, 2021)
Sector Allocation
(As of August 31, 2021)
Geographic Allocation
(As of August 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS Global Growth Fund Series IInternational EquityMutual FundMulti-National69.04%
CI Corporate Bond Fund Class IDomestic BondsFixed IncomeCanada30.60%
Canadian DollarsCash and EquivalentsCash and Cash EquivalentCanada0.40%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada-0.04%

Performance Data (As of August 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.55 6.90 9.12 9.36 16.61 11.45 10.94 -   
Benchmark 3.03 7.98 9.54 10.09 17.70 10.80 10.61 11.99
Quartile Ranking 4 1 3 3 3 1 1 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 12.35 20.19 0.54 14.89 1.45 10.07 8.83 19.72 -      -     
Benchmark 12.17 16.29 0.72 11.99 3.66 17.03 13.13 24.73 10.84 -2.08
Quartile Ranking 1 1 1 1 4 1 2 2 - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .