(As of 10/31/2022)

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

(International Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2019
2017
2016
2015



Inception Return
(4/1/2011)
6.41 %
YTD Return -27.39 %
NAVPS
(11/30/2022)
$22.87
Change $0.36 / 1.62 %
Growth of $10,000 (As of October 31, 2022)
MER 3.53 %
Assets ($mil) $0.00
Rank (1Yr) 319/355
Std Dev (3Yr) 11.52 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Capped
 
Objective
To seek capital appreciation by investing primarily in equity securities of issuers located outside of Canada and the United States.
Fund Manager
Data not available
Portfolio Manager
Data not available
Sub-Advisor
Data not available
 
Asset Allocation
(As of October 31, 2022)
Sector Allocation
(As of October 31, 2022)
Geographic Allocation
(As of October 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS International Value Fund Series AInternational EquityMutual FundMulti-National99.93%
Canadian DollarsCash and EquivalentsCash and Cash EquivalentCanada0.07%

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 2.06 -7.15 -9.85 -27.39 -24.25 -3.48 -0.58 6.76
Benchmark 4.78 -3.85 -7.96 -19.07 -17.33 -0.35 0.66 7.57
Quartile Ranking 4 4 4 4 4 4 2 1

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 5.69 14.07 15.97 -4.30 15.16 -3.37 22.82 7.51 32.38 8.70
Benchmark 8.97 8.01 16.27 -6.81 18.37 -1.70 19.41 4.12 32.41 14.58
Quartile Ranking 3 1 2 2 3 2 1 1 1 4

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