(As of 5/31/2019)

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

(Global Equity Balanced)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(8/1/2012)
12.25 %
YTD Return 12.07 %
NAVPS
(6/21/2019)
$22.78
Change ($0.05) / -0.21 %
Growth of $10,000 (As of May 31, 2019)
MER 3.07 %
Assets ($mil) $5.84
Rank (1Yr) 9/1153
Std Dev (3Yr) 9.17 %
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 May 31, 2019)
Sector Allocation
(As of May 31, 2019)
Geographic Allocation
(As of May 31, 2019)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS U.S. Growth Fund Series AUS EquityMutual FundUnited States70.48%
Sun Life Multi-Strategy Bond Fund ADomestic BondsMutual FundCanada29.30%
Canadian DollarsCash and EquivalentsCash and Cash EquivalentCanada0.26%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada-0.04%

Performance Data (As of May 31, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.48 4.79 8.00 12.07 8.90 10.91 10.74 -   
Benchmark -3.35 2.16 4.38 6.84 4.13 8.59 9.22 10.54
Quartile Ranking 1 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 - - - -

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use .
BofA Merill Lynch Indices used with permission.
© 2014 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us .