(As of 8/31/2022)

SunWise Ess Sun Life MFS US Growth Bundle Inv

(Global Equity Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2020
2019
2017
2016



Inception Return
(1/30/2012)
10.30 %
YTD Return -19.93 %
NAVPS
(9/16/2022)
$28.05
Change ($0.15) / -0.53 %
Growth of $10,000 (As of August 31, 2022)
MER 3.07 %
Assets ($mil) $14.14
Rank (1Yr) 1030/1054
Std Dev (3Yr) 12.02 %
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 Capped
 
Objective
To seek capital appreciation and income by investing primarily in equity and fixed-income securities of issuers located in the United States.
Fund Manager

MFS Institutional Advisors, Inc.

Portfolio Manager
Data not available
Sub-Advisor
Data not available
 
Asset Allocation
(As of August 31, 2022)
Sector Allocation
(As of August 31, 2022)
Geographic Allocation
(As of August 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
CI U.S. Stock Selection Fund Series IUS EquityMutual FundUnited States73.23%
CI Canadian Bond Fund Class IDomestic BondsFixed IncomeCanada26.41%
Canadian DollarsCash and EquivalentsCash and Cash EquivalentCanada0.36%

Performance Data (As of August 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.63 -0.24 -9.93 -19.93 -19.61 3.55 7.55 10.56
Benchmark -1.49 -1.91 -8.66 -14.31 -13.35 4.38 5.86 9.78
Quartile Ranking 1 1 4 4 4 2 1 1

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 13.73 18.61 21.11 5.45 14.33 -0.72 16.86 11.58 29.89 -     
Benchmark 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13 24.73 10.84
Quartile Ranking 1 1 1 1 1 4 1 1 1 -

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