Inception Return
(5/4/2015)
|
8.08 %
|
|
YTD Return
|
3.89 %
|
|
NAVPS
(3/23/2023)
|
$18.58
|
|
Change
|
$0.08 / 0.43 %
|
|
|
Growth of $10,000
(As of February 28, 2023)
|
|
MER
|
3.41 %
|
|
Assets ($mil)
|
-
|
|
Rank (1Yr)
|
707/991
|
|
Std Dev (3Yr)
|
12.42 %
|
|
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
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.
|
Fund Manager
MFS Institutional Advisors, Inc.
Portfolio Manager
SLGI Asset Management Inc.
Sub-Advisor
David Antonelli, MFS Institutional Advisors, Inc.
Jeffrey C. Constantino , MFS Institutional Advisors, Inc.
|
|
Asset Allocation
(As of January 31, 2023)
|
Sector Allocation
(As of January 31, 2023)
|
Geographic Allocation
(As of January 31, 2023)
|
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 February 28, 2023)
|
|
Return (%)
|
Annualized Return (%)
|
|
Return
|
1
Mth
|
3
Mth
|
6
Mth
|
YTD
|
1
Yr
|
3
Yr
|
5
Yr
|
10
Yr
|
|
Fund
|
-1.84
|
-0.50
|
5.68
|
3.89
|
-3.36
|
7.11
|
7.23
|
-
|
|
Benchmark
|
-0.91
|
1.13
|
7.56
|
4.74
|
-1.40
|
9.35
|
7.06
|
11.15
|
|
Quartile Ranking
|
4
|
3
|
4
|
2
|
3
|
2
|
1
|
-
|
|
Calendar Return (%)
|
2022
|
2021
|
2020
|
2019
|
2018
|
2017
|
2016
|
2015
|
2014
|
2013
|
|
Fund
|
-15.48
|
14.18
|
15.34
|
26.01
|
1.02
|
19.94
|
-0.90
|
-
|
-
|
-
|
|
Benchmark
|
-12.64
|
17.62
|
13.15
|
21.41
|
-1.79
|
16.29
|
5.18
|
16.88
|
13.97
|
32.40
|
|
Quartile Ranking
|
3
|
3
|
1
|
1
|
1
|
1
|
4
|
-
|
-
|
-
|