(As of 5/31/2022)

Sun GIF Solutions Sun Life MFS Global Growth Est A

(Global Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2020
2019
2018



Inception Return
(5/4/2015)
8.39 %
YTD Return -15.42 %
NAVPS
(6/27/2022)
$17.22
Change ($0.17) / -0.99 %
Growth of $10,000 (As of May 31, 2022)
MER 3.41 %
Assets ($mil) -
Rank (1Yr) 705/974
Std Dev (3Yr) 12.42 %
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.
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 April 30, 2022)
Sector Allocation
(As of April 30, 2022)
Geographic Allocation
(As of April 30, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS Global Growth Fund Series IInternational 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 -1.21 -6.91 -12.04 -15.42 -6.08 8.00 7.66 -   
Benchmark -1.02 -6.37 -10.47 -13.11 -3.05 9.07 7.51 12.68
Quartile Ranking 3 4 3 4 3 1 1 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 14.18 15.34 26.01 1.02 19.94 -0.90 -      -      -      -     
Benchmark 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97 32.40 13.73
Quartile Ranking 3 1 1 1 1 4 - - - -

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