(As of 9/30/2019)

SunWise Ess 2 Sun Life MFS U.S. Gwth Seg Bdl Iv

(Global Equity Balanced)






FundGrade A+® Rating recipient
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Inception Return
(8/1/2012)
12.19 %
YTD Return 16.00 %
NAVPS
(10/18/2019)
$22.57
Change ($0.15) / -0.65 %
Growth of $10,000 (As of September 30, 2019)
MER 3.12 %
Assets ($mil) $5.94
Rank (1Yr) 58/1157
Std Dev (3Yr) 9.07 %
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 Open
 
Objective
To seek capital appreciation by investing primarily in equity securities of issuers located in the United States.
Management Co.
Sun Life Global Investments (Canada) Inc.
Managers
Sun Life Global Investments Canada
 
Asset Allocation
(As of September 30, 2019)
Sector Allocation
(As of September 30, 2019)
Geographic Allocation
(As of September 30, 2019)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS U.S. Growth Fund Series AUS EquityMutual FundUnited States70.51%
Sun Life Multi-Strategy Bond Fund ADomestic BondsFixed IncomeCanada29.19%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.50%
Canadian DollarsCash and EquivalentsCash and Cash EquivalentCanada-0.20%

Performance Data (As of September 30, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -1.50 1.30 4.39 16.00 6.84 11.21 10.89 -   
Benchmark 0.94 1.45 2.85 10.45 5.52 8.10 9.47 9.57
Quartile Ranking 4 1 1 1 1 1 1 -

Calendar Return (%) 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund 5.89 13.62 -2.86 16.90 11.65 26.40 -      -      -      -     
Benchmark 0.72 11.99 3.66 17.03 13.13 24.73 10.84 -2.08 6.37 10.29
Quartile Ranking 1 1 4 1 1 1 - - - -

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