(As of 10/31/2022)

Sun GIF Solutions Sun Life MFS Intl Opp Est A

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





Inception Return
(5/4/2015)
3.30 %
YTD Return -18.86 %
NAVPS
(12/2/2022)
$14.33
Change $0.02 / 0.15 %
Growth of $10,000 (As of October 31, 2022)
MER 3.18 %
Assets ($mil) -
Rank (1Yr) 113/355
Std Dev (3Yr) 10.87 %
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.
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 September 30, 2022)
Sector Allocation
(As of September 30, 2022)
Geographic Allocation
(As of September 30, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS International Opport Fund Series AInternational EquityMutual FundMulti-National100.00%

Performance Data (As of October 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.31 -3.20 -6.13 -18.86 -16.90 -0.73 1.41 -   
Benchmark 4.78 -3.85 -7.96 -19.07 -17.33 -0.35 0.66 7.57
Quartile Ranking 3 2 1 2 2 1 1 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 5.90 9.51 18.15 -3.46 21.50 -4.73 -      -      -      -     
Benchmark 8.97 8.01 16.27 -6.81 18.37 -1.70 19.41 4.12 32.41 14.58
Quartile Ranking 3 2 2 1 1 2 - - - -

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