(As of 8/31/2021)

Sun GIF Solutions Sun Life MFS Int'l Value Est A

(International Equity)



2019


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(5/4/2015)
8.36 %
YTD Return 5.87 %
NAVPS
(9/20/2021)
$16.69
Change ($0.16) / -0.95 %
Growth of $10,000 (As of August 31, 2021)
MER 3.25 %
Assets ($mil) -
Rank (1Yr) 300/321
Std Dev (3Yr) 10.65 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
The fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located outside of Canada and the U.S. that are considered to be undervalued compared to their perceived worth.
Fund Manager

MFS Investment Management Canada Ltd.

Portfolio Manager

SLGI Asset Management Inc.

Sub-Advisor

Barnaby Wiener, MFS Institutional Advisors, Inc.

Benjamin Stone, MFS Institutional Advisors, Inc.

 
Asset Allocation
(As of July 31, 2021)
Sector Allocation
(As of July 31, 2021)
Geographic Allocation
(As of July 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS International Value Fund Series AInternational EquityMutual FundMulti-National100.00%

Performance Data (As of August 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.54 8.37 11.31 5.87 13.13 8.87 8.72 -   
Benchmark 3.09 5.86 8.98 9.95 23.34 8.20 9.32 10.55
Quartile Ranking 3 1 1 4 4 1 1 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 14.43 16.22 -4.04 15.63 -2.85 -      -      -      -      -     
Benchmark 8.01 16.27 -6.81 18.38 -1.70 19.41 4.12 32.41 14.58 -10.59
Quartile Ranking 1 2 2 3 1 - - - - -

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