Inception Return
(5/4/2015)
|
5.51 %
|
|
YTD Return
|
6.95 %
|
|
NAVPS
(4/17/2024)
|
$15.65
|
|
Change
|
($0.03) / -0.21 %
|
|
|
Growth of $10,000
(As of March 31, 2024)
|
|
MER
|
3.18 %
|
|
Assets ($mil)
|
-
|
|
Rank (1Yr)
|
312/352
|
|
Std Dev (3Yr)
|
10.87 %
|
|
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 outside of Canada and the U.S. 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.
Kevin Dwan, 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
| Name | Asset | Sector | Geographic | Percent |
| Sun Life MFS International Opport Fund Series A | International Equity | Mutual Fund | Multi-National | 100.00% |
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
|
1.55
|
6.95
|
15.09
|
6.95
|
7.43
|
3.00
|
5.08
|
-
|
|
Benchmark
|
3.12
|
7.59
|
16.68
|
7.59
|
15.23
|
5.89
|
7.22
|
6.93
|
|
Quartile Ranking
|
4
|
3
|
3
|
3
|
4
|
3
|
2
|
-
|
|
Calendar Return (%)
|
2023
|
2022
|
2021
|
2020
|
2019
|
2018
|
2017
|
2016
|
2015
|
2014
|
|
Fund
|
9.37
|
-12.34
|
5.90
|
9.51
|
18.15
|
-3.46
|
21.50
|
-4.73
|
-
|
-
|
|
Benchmark
|
15.74
|
-10.67
|
8.97
|
8.01
|
16.27
|
-6.81
|
18.37
|
-1.70
|
19.41
|
4.12
|
|
Quartile Ranking
|
4
|
3
|
3
|
2
|
2
|
1
|
1
|
2
|
-
|
-
|