(As of 5/31/2022)

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

(International Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2019





Inception Return
(5/4/2015)
3.90 %
YTD Return -21.43 %
NAVPS
(6/27/2022)
$12.46
Change ($0.08) / -0.67 %
Growth of $10,000 (As of May 31, 2022)
MER 3.25 %
Assets ($mil) -
Rank (1Yr) 277/351
Std Dev (3Yr) 11.55 %
Volatility Ranking (3Yr) 5/10
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 April 30, 2022)
Sector Allocation
(As of April 30, 2022)
Geographic Allocation
(As of April 30, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS International Value Fund Series AInternational EquityMutual FundMulti-National100.00%

Performance Data (As of May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.55 -10.52 -18.94 -21.43 -14.54 0.49 1.16 -   
Benchmark -0.50 -5.99 -9.02 -12.51 -8.21 4.18 2.74 9.55
Quartile Ranking 4 4 4 4 4 3 2 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 6.25 14.43 16.22 -4.04 15.63 -2.85 -      -      -      -     
Benchmark 8.97 8.01 16.27 -6.81 18.37 -1.70 19.41 4.12 32.41 14.58
Quartile Ranking 3 1 2 2 3 1 - - - -

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