(As of 3/31/2019)

Sun GIF Solutions Sun Life MFS Global Growth Est A

(Global Equity)






FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(5/4/2015)
9.19 %
YTD Return 11.91 %
NAVPS
(4/22/2019)
$14.52
Change ($0.02) / -0.14 %
Growth of $10,000 (As of March 31, 2019)
MER -
Assets ($mil) -
Rank (1Yr) 119/1312
Std Dev (3Yr) 10.17 %
Volatility Ranking (3Yr) 8/10
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
 
Asset Allocation
(As of February 28, 2019)
Sector Allocation
(As of February 28, 2019)
Geographic Allocation
(As of February 28, 2019)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS Global Growth Fund Series IInternational EquityMutual FundMulti-National100.00%

Performance Data (As of March 31, 2019)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.68 11.91 3.51 11.91 9.53 11.81 -    -   
Benchmark 2.65 9.90 0.92 9.90 5.95 11.91 10.79 13.08
Quartile Ranking 1 1 1 1 1 1 - -

Calendar Return (%) 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Fund 1.02 19.94 -0.90 -      -      -      -      -      -      -     
Benchmark -1.79 16.29 5.18 16.88 13.97 32.40 13.73 -5.69 8.11 17.12
Quartile Ranking 1 1 4 - - - - - - -

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