(As of 5/31/2022)

Sun Lifetime Adv GIF Sun Life MFS US Equity Bdl A

(Global Equity Balanced)
FundGrade A+® Rating recipient
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Inception Return
(5/4/2015)
5.06 %
YTD Return -12.88 %
NAVPS
(6/24/2022)
$13.87
Change $0.26 / 1.92 %
Growth of $10,000 (As of May 31, 2022)
MER 3.69 %
Assets ($mil) -
Rank (1Yr) 423/1053
Std Dev (3Yr) 10.60 %
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 objective of this fund is to provide growth and interest income by investing in a bundle of underlying mutual funds including Sun Life MFS U.S. Equity Fund as its main investment.
Fund Manager

Sun Life Assurance Company of Canada

Portfolio Manager

Sun Life Assurance Company of Canada

Sub-Advisor
Data not available
 
Asset Allocation
(As of April 30, 2022)
Sector Allocation
(As of April 30, 2022)
Geographic Allocation
(As of April 30, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS U.S. Equity Fund Series IUS EquityMutual FundUnited States70.80%
Sun Life MFS Canadian Bond Fund Series IDomestic BondsFixed IncomeCanada29.20%

Performance Data (As of May 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.73 -5.79 -11.09 -12.88 -3.76 4.55 4.22 -   
Benchmark -0.97 -6.89 -11.05 -12.64 -4.61 5.89 5.41 10.21
Quartile Ranking 3 3 4 4 2 3 2 -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 14.02 7.95 16.31 -1.06 8.02 1.32 -      -      -      -     
Benchmark 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13 24.73 10.84
Quartile Ranking 1 2 1 1 2 4 - - - -

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