(As of 3/31/2024)

Sun GIF Solutions Sun Life MFS Global Growth Est A

(Global Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2022
2021
2020
2019



Inception Return
(5/4/2015)
9.23 %
YTD Return 8.30 %
NAVPS
(4/19/2024)
$21.05
Change ($0.15) / -0.72 %
Growth of $10,000 (As of March 31, 2024)
MER 3.41 %
Assets ($mil) -
Rank (1Yr) 537/930
Std Dev (3Yr) 12.42 %
Volatility Ranking (3Yr) 7/10
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

Jeffrey C. Constantino , MFS Institutional Advisors, Inc.

Joseph Skorski, MFS Institutional Advisors, Inc.

 
Asset Allocation
(As of February 29, 2024)
Sector Allocation
(As of February 29, 2024)
Geographic Allocation
(As of February 29, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS Global Growth Fund Series IInternational EquityMutual FundMulti-National100.00%

Performance Data (As of March 31, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.56 8.30 16.69 8.30 15.17 5.73 9.27 -   
Benchmark 2.94 10.27 20.07 10.27 23.05 9.29 11.08 10.93
Quartile Ranking 4 3 3 3 3 3 1 -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 14.74 -15.48 14.18 15.34 26.01 1.02 19.94 -0.90 -      -     
Benchmark 19.37 -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97
Quartile Ranking 2 3 3 1 1 1 1 4 - -

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