(As of 8/31/2020)

Sun GIF Solutions Sun Life MFS Int'l Growth Est A

(International Equity)



2018


FundGrade A+® Rating recipient
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Inception Return
(5/4/2015)
6.30 %
YTD Return 2.13 %
NAVPS
(9/22/2020)
$13.84
Change $0.00 / 0.02 %
Growth of $10,000 (As of August 31, 2020)
MER 3.18 %
Assets ($mil) -
Rank (1Yr) 114/293
Std Dev (3Yr) 10.25 %
Volatility Ranking (3Yr) 4/10
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
SLGI Asset Management Inc., David Antonelli, Kevin Dwan
 
Asset Allocation
(As of July 31, 2020)
Sector Allocation
(As of July 31, 2020)
Geographic Allocation
(As of July 31, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS International Opport Fund Series AInternational EquityMutual FundMulti-National100.00%

Performance Data (As of August 31, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.17 7.61 9.77 2.13 9.35 7.67 7.26 -   
Benchmark 2.53 5.76 5.32 -3.72 5.91 3.92 5.02 8.42
Quartile Ranking 3 2 2 2 2 1 1 -

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 18.15 -3.46 21.50 -4.73 -      -      -      -      -      -     
Benchmark 16.27 -6.81 18.38 -1.70 19.41 4.12 32.41 14.58 -10.59 3.24
Quartile Ranking 2 1 1 2 - - - - - -

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