(As of 4/30/2020)

SunWise Ess Sun Life MFS Global Growth Fund Inv

(Global Equity)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(1/19/2012)
10.92 %
YTD Return -4.75 %
NAVPS
(6/1/2020)
$24.40
Change ($0.15) / -0.62 %
Growth of $10,000 (As of April 30, 2020)
MER 3.46 %
Assets ($mil) $0.34
Rank (1Yr) 138/1375
Std Dev (3Yr) 12.04 %
Volatility Ranking (3Yr) 6/10
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 obtain capital appreciation through investments primarily in equity securities of issuers located anywhere in the world.
Management Co.
Sun Life Global Investments (Canada) Inc.
Managers
David Antonelli, Jeffrey C. Constantino , Sun Life Global Investments (Canada) Inc., MFS Investment Management Canada Limited
 
Asset Allocation
(As of March 31, 2020)
Sector Allocation
(As of March 31, 2020)
Geographic Allocation
(As of March 31, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
Microsoft CorpUS EquityTechnologyUnited States4.24%
Alphabet Inc Cl AUS EquityTechnologyUnited States3.94%
Nestle SAInternational EquityConsumer GoodsOther European2.65%
Accenture PLC Cl AInternational EquityTechnologyEuropean Union2.40%
Stryker CorpUS EquityHealthcareUnited States2.10%
Becton Dickinson and CoUS EquityHealthcareUnited States2.03%
Visa Inc Cl AUS EquityFinancial ServicesUnited States1.96%
Roche Holding AG - ParticipationInternational EquityHealthcareOther European1.84%
Apple IncUS EquityTechnologyUnited States1.84%
Aon PLCInternational EquityFinancial ServicesEuropean Union1.81%

Performance Data (As of April 30, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 8.12 -5.33 0.55 -4.75 2.17 8.25 8.53 -   
Benchmark 8.64 -7.97 -3.08 -8.10 -2.16 4.84 7.40 10.56
Quartile Ranking 3 1 1 1 1 1 1 -

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 25.90 1.01 19.85 -1.34 13.27 10.24 26.22 -      -      -     
Benchmark 21.41 -1.79 16.29 5.18 16.88 13.97 32.40 13.73 -5.69 8.11
Quartile Ranking 1 1 1 4 2 2 3 - - -

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