Inception Return
(5/4/2015)
|
5.77 %
|
|
YTD Return
|
10.55 %
|
|
NAVPS
(8/19/2019)
|
$12.56
|
|
Change
|
$0.09 / 0.72 %
|
|
|
Growth of $10,000
(As of July 31, 2019)
|
|
MER
|
-
|
|
Assets ($mil)
|
-
|
|
Rank (1Yr)
|
86/458
|
|
Std Dev (3Yr)
|
10.32 %
|
|
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 outside of Canada and the U.S. that are considered to have above-average earnings growth potential compared to other issuers.
|
Management Co.
MFS Institutional Advisors, Inc.
Managers
David Antonelli, Kevin Dwan
|
|
Asset Allocation
(As of June 30, 2019)
|
Sector Allocation
(As of June 30, 2019)
|
Geographic Allocation
(As of June 30, 2019)
|
Top 10 Holdings
| Name | Asset | Sector | Geographic | Percent |
| Sun Life MFS International Growth Fund Series A | International Equity | Mutual Fund | Multi-National | 100.00% |
Performance Data
(As of July 31, 2019)
|
|
Return (%)
|
Annualized Return (%)
|
|
Return
|
1
Mth
|
3
Mth
|
6
Mth
|
YTD
|
1
Yr
|
3
Yr
|
5
Yr
|
10
Yr
|
|
Fund
|
-1.45
|
-2.78
|
8.43
|
10.55
|
0.60
|
8.09
|
-
|
-
|
|
Benchmark
|
-0.97
|
-3.04
|
4.26
|
7.35
|
-2.74
|
6.91
|
6.51
|
8.24
|
|
Quartile Ranking
|
3
|
3
|
2
|
2
|
1
|
1
|
-
|
-
|
|
Calendar Return (%)
|
2018
|
2017
|
2016
|
2015
|
2014
|
2013
|
2012
|
2011
|
2010
|
2009
|
|
Fund
|
-3.46
|
21.50
|
-4.73
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
|
Benchmark
|
-6.81
|
18.38
|
-1.70
|
19.41
|
4.12
|
32.41
|
14.58
|
-10.59
|
3.24
|
14.82
|
|
Quartile Ranking
|
1
|
1
|
3
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|