Inception Return
(5/4/2015)
|
10.86 %
|
|
YTD Return
|
-1.26 %
|
|
NAVPS
(3/5/2021)
|
$18.44
|
|
Change
|
$0.37 / 2.02 %
|
|
|
Growth of $10,000
(As of January 31, 2021)
|
|
MER
|
3.41 %
|
|
Assets ($mil)
|
-
|
|
Rank (1Yr)
|
98/814
|
|
Std Dev (3Yr)
|
12.12 %
|
|
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 anywhere in the world that are considered to have above-average earnings growth potential compared to other issuers.
|
Management Co.
MFS Institutional Advisors, Inc.
Managers
David Antonelli, Jeffrey C. Constantino , SLGI Asset Management Inc.
|
|
Asset Allocation
(As of December 31, 2020)
|
Sector Allocation
(As of December 31, 2020)
|
Geographic Allocation
(As of December 31, 2020)
|
Top 10 Holdings
| Name | Asset | Sector | Geographic | Percent |
| Sun Life MFS Global Growth Fund Series I | International Equity | Mutual Fund | Multi-National | 100.00% |
Performance Data
(As of January 31, 2021)
|
|
Return (%)
|
Annualized Return (%)
|
|
Return
|
1
Mth
|
3
Mth
|
6
Mth
|
YTD
|
1
Yr
|
3
Yr
|
5
Yr
|
10
Yr
|
|
Fund
|
-1.26
|
8.28
|
8.72
|
-1.26
|
13.19
|
11.96
|
12.18
|
-
|
|
Benchmark
|
0.03
|
12.77
|
12.68
|
0.03
|
13.34
|
9.30
|
11.76
|
11.82
|
|
Quartile Ranking
|
3
|
3
|
2
|
3
|
1
|
1
|
1
|
-
|
|
Calendar Return (%)
|
2020
|
2019
|
2018
|
2017
|
2016
|
2015
|
2014
|
2013
|
2012
|
2011
|
|
Fund
|
15.34
|
26.01
|
1.02
|
19.94
|
-0.90
|
-
|
-
|
-
|
-
|
-
|
|
Benchmark
|
13.15
|
21.41
|
-1.79
|
16.29
|
5.18
|
16.88
|
13.97
|
32.40
|
13.73
|
-5.69
|
|
Quartile Ranking
|
1
|
1
|
1
|
1
|
4
|
-
|
-
|
-
|
-
|
-
|