(As of 5/31/2018)

SunWise Ess Sun Life MFS US Growth Bundle Inv

(Global Equity Balanced)



2016
2015

FundGrade A+® Rating recipient
For more information about
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Inception Return
(1/30/2012)
13.48 %
YTD Return 8.89 %
NAVPS
(6/22/2018)
$23.24
Change $0.01 / 0.04 %
Growth of $10,000 (As of May 31, 2018)
MER 2.98 %
Assets ($mil) $4.83
Rank (1Yr) 5/860
Std Dev (3Yr) 9.49 %
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
CI Investment Consulting, Multi-manager
 
Asset Allocation
(As of May 31, 2018)
Sector Allocation
(As of May 31, 2018)
Geographic Allocation
(As of May 31, 2018)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS U.S. Growth Fund Series AUS EquityMutual FundUnited States69.39%
Signature Corporate Bond Fund Class IDomestic BondsMutual FundCanada29.89%
Canadian DollarsCash and EquivalentsCash and Cash EquivalentCanada0.84%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada-0.12%

Performance Data (As of May 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.71 2.55 6.78 8.89 10.04 9.79 13.35 -   
Benchmark 0.98 0.27 1.93 3.35 5.27 8.12 12.32 7.87
Quartile Ranking 1 1 1 1 1 1 1 -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 14.33 -0.72 16.86 11.58 29.89 -      -      -      -      -     
Benchmark 11.99 3.66 17.03 13.13 24.73 10.84 -2.08 6.37 10.29 -16.02
Quartile Ranking 1 4 1 1 1 - - - - -

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