(As of 5/31/2018)

SunWise Ess Sun Life MFS Int'l Value Seg Fd Inv Cl

(International Equity)



2016
2015
2014
FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(4/15/2011)
11.33 %
YTD Return 1.64 %
NAVPS
(6/22/2018)
$22.24
Change $0.21 / 0.94 %
Growth of $10,000 (As of May 31, 2018)
MER 3.52 %
Assets ($mil) $0.08
Rank (1Yr) 198/312
Std Dev (3Yr) 10.86 %
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 Partially Open
 
Objective
To seek capital appreciation by investing primarily in equity securities of issuers located outside of Canada and the United States.
Management Co.
Managers
 
Asset Allocation
(As of May 31, 2018)
Sector Allocation
(As of May 31, 2018)
Geographic Allocation
(As of May 31, 2018)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS International Value Fund Series AInternational EquityMutual FundMulti-National99.80%
Canadian DollarsCash and EquivalentsCash and Cash EquivalentCanada0.20%

Performance Data (As of May 31, 2018)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.95 1.05 0.09 1.64 0.80 6.44 11.46 -   
Benchmark -1.29 -0.41 0.98 2.00 4.66 6.76 11.53 5.47
Quartile Ranking 1 1 2 2 3 1 1 -

Calendar Return (%) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Fund 15.16 -3.37 22.82 7.51 32.38 8.70 -      -      -      -     
Benchmark 18.38 -1.70 19.41 4.12 32.41 14.58 -10.59 3.24 14.82 -30.60
Quartile Ranking 3 2 1 1 1 4 - - - -

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