(As of 6/30/2021)

Sun GIF Solutions Sun Life MFS Global Growth Est A

(Global Equity)



2019
2018

FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(5/4/2015)
11.48 %
YTD Return 6.63 %
NAVPS
(7/27/2021)
$20.13
Change $0.00 / -0.01 %
Growth of $10,000 (As of June 30, 2021)
MER 3.41 %
Assets ($mil) -
Rank (1Yr) 454/857
Std Dev (3Yr) 12.24 %
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 Open
 
Objective
The fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located anywhere in the world that are considered to have above-average earnings growth potential compared to other issuers.
Management Co.
MFS Institutional Advisors, Inc.
Managers
  • David Antonelli, MFS Institutional Advisors, Inc.
  • Jeffrey C. Constantino , MFS Institutional Advisors, Inc.
 
Asset Allocation
(As of May 31, 2021)
Sector Allocation
(As of May 31, 2021)
Geographic Allocation
(As of May 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
Sun Life MFS Global Growth Fund Series IInternational EquityMutual FundMulti-National100.00%

Performance Data (As of June 30, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.69 5.09 6.63 6.63 22.62 13.61 13.96 -   
Benchmark 3.86 5.65 9.48 9.48 27.48 12.18 13.79 12.90
Quartile Ranking 1 2 3 3 3 1 1 -

Calendar Return (%) 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Fund 15.34 26.01 1.02 19.94 -0.90 -      -      -      -      -     
Benchmark 13.15 21.41 -1.79 16.29 5.18 16.88 13.97 32.40 13.73 -5.69
Quartile Ranking 1 1 1 1 4 - - - - -

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