(As of 6/30/2017)

SunWise Ess Sun Life MFS US Growth Bundle Inv

(Global Equity Balanced)



2015


FundGrade A+ Rating recipient
For more information about
FundGrade click here
Inception Return
(1/30/2012)
13.18 %
YTD Return 9.28 %
NAVPS
(7/25/2017)
$19.56
Change ($0.01) / -0.05 %
Growth of $10,000 (As of June 30, 2017)
MER 3.03 %
Assets ($mil) $0.66
Rank (1Yr) 118/842
Std Dev (3Yr) 9.72 %
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 seek capital appreciation and income by investing primarily in equity and fixed-income securities of issuers located in the United States.
Management Co.
MFS Institutional Advisors, Inc.
Managers
 
Asset Allocation
(As of June 30, 2017)
Sector Allocation
(As of June 30, 2017)
Geographic Allocation
(As of June 30, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS U.S. Growth Fund Series AUS EquityMutual FundUnited States70.08%
Signature Corporate Bond Fund Class IDomestic BondsMutual FundCanada29.73%
Canadian DollarsCash and EquivalentsCash and Cash EquivalentCanada0.19%

Performance Data (As of June 30, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -3.41 2.63 9.28 9.28 13.80 11.48 13.78 -   
Benchmark -3.49 1.34 6.11 6.11 13.96 11.00 13.92 6.39
Quartile Ranking 4 1 1 1 1 1 1 -

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund -0.72 16.86 11.58 29.89 -      -      -      -      -      -     
Benchmark 3.66 17.03 13.13 24.73 10.84 -2.08 6.37 10.29 -16.02 -5.75
Quartile Ranking 4 1 1 1 - - - - - -

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