(As of 10/31/2017)

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)
13.44 %
YTD Return 15.43 %
NAVPS
(11/17/2017)
$20.60
Change $0.03 / 0.13 %
Growth of $10,000 (As of October 31, 2017)
MER 2.98 %
Assets ($mil) $3.53
Rank (1Yr) 31/869
Std Dev (3Yr) 10.06 %
Volatility Ranking (3Yr) 7/10
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 October 31, 2017)
Sector Allocation
(As of October 31, 2017)
Geographic Allocation
(As of October 31, 2017)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS U.S. Growth Fund Series AUS EquityMutual FundUnited States70.44%
Signature Corporate Bond Fund Class IDomestic BondsMutual FundCanada28.23%
Canadian DollarsCash and EquivalentsCash and Cash EquivalentCanada1.53%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada-0.20%

Performance Data (As of October 31, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 5.39 6.39 4.03 15.43 15.04 11.27 14.65 -   
Benchmark 4.79 6.71 2.33 11.65 13.15 11.61 14.31 7.52
Quartile Ranking 1 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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