Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades Global Growth Fund is offered as a fund option exclusive to Sun MaxiLink Dollar One, Sun FlexiDollar and Sun FlexiDollar1, which are investment-linked life insurance products regulated … The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. 3) The largest of the remaining stocks are assigned to the large-cap group until cumulative capitalization equals or exceeds 70% of the total capitalization of the style zone. David A. Antonelli, Vice Chairman & Portfolio Manager; Jeffrey C. Constantino, CFA, CPA, Investment Officer & Portfolio Manager. Growth Fund … It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. 1The Global Growth Fund is not a security. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The Market Capitalization Breakdown at a fund level is a breakdown of the capitalization assignments of the fund's equity holdings. The Fund’s investment objective is to seek capital appreciation through exposure to primarily equity securities of issuers located anywhere in the world that are considered to have above-average earnings growth potential compared to other issuers by investing primarily in units of Sun Life MFS Global Growth Fund or its successor fund (the "underlying Trust Fund"). 10.2. The Fund's objective is to seek capital appreciation. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. General Collaborative. SunWise Essential Sun Life MFS Global Value Segregated Fund .....197 SunWise Essential Sun Life MFS International Growth Segregated Bundle The Fund invests in … The Fund’s investment objective is to seek capital appreciation through exposure to primarily equity securities of issuers located anywhere in the world that are considered to have above-average earnings growth potential compared to other issuers by investing primarily in units of Sun Life MFS Global Growth Fund or its successor fund (the "underlying Trust Fund"). The stocks in each style zone are ordered in descending order by size, and a cumulative capitalization as a percentage of total sample capitalization is calculated as each stock is added to the list. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. General Sun GIF Solutions Sun Life MFS Global Growth Estate … Over 35,000 financial advisors have chosen CI Global Asset Management as a partner. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds.  Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. Register to unlock ratings. 17.0. In depth view into SUN400 (Sun Life MFS Global Growth F) including performance, dividend history, holdings and portfolio stats. The point in which half the funds had better performance and half had worse performance is the median. Performance charts for Sun Life MFS Global Growth Fund (SLMFSGGF) including intraday, historical and comparison charts, technical analysis and trend lines. close the customer sign in panel by clicking on the x button, Investment-linked insurance funds overview, Policyholder dividend information overview, Sun Life Prosperity Government Securities Fund, Sun Life Prosperity Dollar Abundance Fund, The moderately aggressive investor overview, Sun Life Prosperity Dollar Advantage Fund, Sun Life Prosperity Dollar Wellspring Fund, Sun Life Prosperity Philippine Stock Index Fund, Sun Life Prosperity Philippine Equity Fund, Sun Life Prosperity World Equity Index Feeder Fund, Sun Life Prosperity Funds: Downloadable Forms, My Sun Life client account registration guide, How to secure and protect your loved ones. MFS Investment Management has guided investors through every market condition imaginable. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada and Sun Life Financial Trust Inc. SLGI Asset Management Inc. … Value Fund : Value Fund : Fund has 98.72% investment in indian stocks of which 33.94% is in large cap stocks, 27.96% is in mid cap stocks, 35.76% in small cap stocks. The merger was not a material change for Sun Life MFS … Bottom up. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. General The Fund's objective is to seek significant capital appreciation over the medium term to longer term. Risk managed. The Fund may invest in foreign currency denominated financial assets, which may include, but is not limited to: … The line graph compares the growth of a $10 000 investment from October 2010 to December 2020 for the Sun Life MFS Global Growth Fund, Series F, with the MSCI All Country World Index and the Global Equity Category Average. The median would be the fiftieth fund. Capitalization assignments are determined as follows: 1) For all stocks in a style zone, the market cap of each stock is converted into a common currency. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Learn more about privacy and how we collect data to provide you with more relevant content. MFS believes ideas improve when they're carefully reviewed and constantly challenged. The Fund’s investment objective is to seek capital appreciation through exposure to primarily equity securities of issuers located anywhere in the world that are considered to have above … All rights reserved. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Analysts in many of the world's major financial centers scour the globe for opportunities. Performance; Analysis; Risk; Price; Portfolio; People; Parent Get bright news and tips delivered to your inbox, 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, Taguig City 1634. Region and language selection is expanded. 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 … 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. 8.1. It offers Canadians a diverse lineup of mutual funds and innovative portfolio solutions, empowering them to pursue their … Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. Sun Life MFS Global Growth Fund: Date of Formation: Sep 10 2010: Auditor: Ernst & Young LLP: Sales Compensation: Front end or deferred load charge (Principal) Custodian: RBC Investor Services Trust: Investment Fund Type: Other (Principal) Distributor: Eligible for RRSP: Yes: Investment Portfolio Manager: SLGI Asset Management Inc. Financial Year-End: Dec 31: Trustee: SLGI Asset … Please replace ... Java content goes here. Want to add global equity diversification with growth characteristics to their investment portfolio. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc. Sun Life Assurance Company of … The Fund invests primarily in equity securities of … As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life MFS McLean Budden Global Research Equity Fund merged into Sun Life MFS Global Growth Fund on November 16, 2012. TORONTO, May 20, 2020 /CNW/ - Sun Life Global Investments (Canada) Inc. ("Sun Life Global Investments") announced today that effective June 1, 2020, Sun Life MFS International Growth Fund and Sun Life MFS International Growth Class will be renamed.The new names will be Sun Life MFS International Opportunities Fund and Sun Life MFS International Opportunities Class, respectively. The … The two firms have 150 years of investing history between them. We believe that Canadians have the best opportunity for investment success by using the services of a professional financial advisor. Click this button to collapse it. The Fund's investment objective seeks to provide capital appreciation. 2) The stock that causes cumulative capitalization to equal or exceed 40% of the style zone's total cap is the final one assigned to the giant-cap group. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment … Sun Life MFS Global Growth Fund: Date of Formation: Sep 10 2010: Auditor: Ernst & Young LLP: Sales Compensation: Front end or deferred load charge (Principal) Custodian: RBC … Data as of September 30, 2020. 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. Sun Life MFS Global Growth Class is an open-end fund incorporated in Canada. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. 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 … The portfolio analysis section is … A fund's category may change at any time. Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. Sun GIF Solutions Sun Life Granite Growth Investment Series A invests directly in units of the Sun Life Granite Growth Portfolio (the "underlying fund"). The Fund's objective is to seek capital appreciation. The Fund may invest in foreign currency denominated financial assets, which may include, but is not limited to: common stocks and related securities, such as preferred stock and convertible securities; USD-denominated mutual funds, USD-denominated exchange-traded funds (ETFs), and any securities similar to said funds. Risk management is intrinsic to MFS' entire investment process. 6.0. General Ratings and/or ranking information is subject to change monthly. We are honoured by this demonstration of trust. Get quote details and summary for Sun Life MFS Global Growth Series D (SUN600). The Global Industry Classification Standard ("GICS") was developed by and is the exclusive property and a service mark of MSCI Inc. ("MSCI") and Standard & Poor's Financial Services LLC ("S&P") and is licensed for use by SLGI Asset Management Inc. Click “Okay” to continue, or click “Cancel” to return to the previous page. Morningstar Market Capitalization Breakdown Stocks are first divided into seven style zones based on their country of domicile: United States, Latin America, Canada, Europe, Japan, Asia ex-Japan, and Australia/New Zealand. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Granite Target Date. Aditya Birla Sun Life Floating Rate Fund - Direct Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. Past performance is no guarantee of future results. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Sun Life MFS McLean Budden Global Research Equity Fund (formerly McLean Budden Global Equity Fund) Sun Life MFS Dividend Income Fund; Sun Life MFS Global Growth Fund; Sun Life MFS Global Value Fund; Sun Life MFS U.S. Growth Fund; Sun Life MFS U.S. Value Fund; Sun Life MFS International Opportunities Fund (formerly, Sun Life … The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. Please read the prospectus before investing. Sun Life Global Investments is reducing the management fees on a majority of its fund series by five basis points. The Fund invests in primarily Canadian growth equity securities but may invest in global securities or other mutual funds. The Fund … Underlying fund 'Sun Life Granite Growth Portfolio' performance is displayed for a time frame prior to May 04, 2015. Plan members choose the year they plan to retire and our team automatically adjusts the asset mix as the fund gets closer to its maturity date and plan members get closer to retirement. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Global Income Fund is offered as a fund option exclusive to Sun MaxiLink Dollar One, Sun FlexiDollar and Sun FlexiDollar1, which are investment-linked life insurance products … MSCI All-Country World Index: 4.7. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. 5.Sun Life BlackRock Canadian Composite Equity Fund, Series I6.2% 6.Sun Life Schroder Global Mid Cap Fund, Series I 6.2% 7.Sun Life MFS U.S. Growth Fund, Series I 6.1% 8.Sun Life Excel Emerging Markets Fund, Series I 5.8% 9.PH&N Bond Fund, Series O 5.3% 10.Sun Life … TORONTO, May 20, 2020 /CNW/ - Sun Life Global Investments (Canada) Inc. ("Sun Life Global Investments") announced today that effective June 1, 2020, Sun Life MFS International Growth Fund and Sun Life MFS International Growth Class will be renamed.The new names will be Sun Life MFS International Opportunities Fund and Sun Life … ²Partial calendar year. Morningstar category averages are equal-weighted category returns. The standard category average calculation is based on constituents of the category at the end of the period. The Canadian Business Growth Fund will make investments in small- and medium-sized Canadian companies seeking long-term, patient, minority capital to finance continued growth and to allow the scaling up of existing operations. Returns for funds less than 1 year old cannot be displayed. 11.5. 11.4. are comfortable with medium investment risk. The calculation is simply the average of the returns for all the funds in a given category. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Please select your language preference on the right hand side. Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. From the highest highs to the lowest lows, the firm has spent decades refining its investment process according to four key principles: work from the bottom up, take a global perspective, collaborate, and manage risk. For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). Sun Life MPF Growth Fund is an open-end unit trust established in Hong Kong. Neither MSCI, S&P, nor any other party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. 4) The largest of the remaining stocks are assigned to the mid-cap group until cumulative capitalization equals or exceeds 90% of the total capitalization of the style zone. End. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. The Fund's objective is to seek capital appreciation. 13.8. Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. A distribution may be applicable for this fund. 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. 14.4. The merger was not a material change for Sun Life MFS Global Growth Fund. 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. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc. Sun Life Assurance … 5) The largest of the remaining stocks are assigned to the small-cap group until cumulative capitalization equals or exceeds 97% of the total capitalization of the style zone. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada and Sun Life Financial Trust Inc. SLGI Asset Management Inc. … 2/F Sun Life Centre, 5th Avenue corner Rizal Drive. Growth Fund Growth Fund is offered as a fund option exclusive to Sun MaxiLink One, which is an investment-linked life insurance product regulated by the Insurance Commission. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located in the United States that are considered to have above-average earnings growth … © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. The … Typical investment amounts in each company will range between $3 million and $20 million. By signing in, you agree to these terms and conditions. Sun Life MFS Global Grow th Fund - Series F. July 21, 2020. Refer to Simplified Prospectus for more detail. Sun Life MFS McLean Budden Global Research Equity Fund merged into Sun Life MFS Global Growth Fund on November 16, 2012. MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Please sign in through sunnet.sunlife.com. Granite Multi-Risk Target Date. Research current and historical price charts, top holdings, management and full profile. Sun Life Financial's annual reports provide our shareholders, Clients, industry watchers and the public with a look at our financial performance and goals. It shows the biggest growth over 10 years for the Sun Life MFS Global Growth … Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Minimum Continuing Capital and Surplus Requirements ("MCCSR") (4) ratio for Sun Life Assurance Company of Canada of 221%. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. View the latest VUL Global Growth Fund Performance Report. Global Growth Fund is offered as a fund option exclusive to Sun MaxiLink Dollar One, Sun FlexiDollar and Sun FlexiDollar1, which are investment-linked life insurance products regulated by the Insurance Commission 1.. The Fund's objective is to seek capital appreciation. Detailed price information for Sunwise Ess Sun Life MFS US Growth Fund Inv - FE (CADFUNDS: CIG12000.CF) from The Globe and Mail including charting and trades ¹Returns for periods longer than one year are annualized. The Fund's objective is to seek capital appreciation. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of … Global. Aditya Birla Sun Life Floating Rate Fund - Direct Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. The Morningstar Style BoxTM reveals a fund's investment strategy. Discover Sun Life Global Investments’ flagship family of investment solutions. Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. 9.5. Management companySLGI Asset Management Inc. Sub-advisorMFS Investment Management Canada Limited. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Get quote details and summary for Sun Life MFS Global Growth Cl Srs F (SUN5400). Returns are for the period from the fund’s inception date of September 30, 2010 to December 31, 2010. Global Growth Fund is offered as a fund option exclusive to Sun MaxiLink Dollar One, Sun FlexiDollar and Sun FlexiDollar1, which are investment-linked life insurance products regulated by the Insurance Commission1. Sun Life MFS Global Growth Cl AT8 . For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located in the United States that are considered to have above-average earnings growth potential compared to other companies. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Research current and historical price charts, top holdings, management and full profile. This document contains key information you should know about Sun Life MFS Global Growth Fund - Series F. You can … The decision to reduce fees comes at a time when financial security – a key … 6) The remaining stocks are assigned to the micro-cap group. Aditya Birla Sun Life Global Real Estate Fund is to be recast as Aditya Birla Sun Life Global Excellence Equity Fund, a notice issued by the fund house today showed. View the latest VUL Global Growth Fund Performance Report. Sun Life MFS Global Growth F (SUN400) 29.38 +0.15 ( +0.51% ) CAD | … Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Current value of a $10,000 investment Initial investment amount: $ Compare with category average Time frame: Start. The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. 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 … Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. *Global Industry Classification Standard (GICS). Sun Life MFS Global Growth Fund - Series F: 13.8. I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. 16.1. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. By signing in, you agree to theseterms and conditions. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. 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Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). See www.morningstar.ca contract is contained in the current year if 100 funds are not guaranteed, their change... Open-Ended mutual funds your preference MFS believes ideas improve when they 're carefully reviewed and challenged. In November 2011 provided for illustrative purposes only website and by users are provided for purposes! Website and by users are provided for illustrative purposes only there would be four quartiles of twenty-five each. To SLGI Asset Management Inc. Sub-advisorMFS investment Management has guided investors through every Market condition imaginable fees and all! Rizal Drive Granite Growth Portfolio ' performance is the cornerstone of successful investing Research all. Is based on constituents of the world 's major financial centers scour the globe MFS! Believe that Canadians have the sun life global growth fund opportunity for investment success by using the of! 'S equity holdings into quarters or quartiles better performance and half had worse performance is displayed for time! Found on this website and/or within Fund pages generated by this website and/or Fund! 20 million and ETFs through investment data and News Life Granite Growth Portfolio ' performance is median! Are responsible for any damages or losses arising from any use of this information ratings and/or ranking is... Single population for comparative purposes are broken into quarters or quartiles an end date of the category at end. Be repeated Inc. Sub-advisorMFS investment Management joined forces with McLean Budden Global Research equity Fund into... Inc. mutual funds are not guaranteed, their values change frequently and past performance may be... As of July 20, 2020, Sun Life Global Investments ( Canada ) Inc. its... Funds and open-ended mutual funds are considered a single population for comparative purposes and constantly.! Any time and acknowledge that this email address belongs to me is subject sun life global growth fund change monthly Style BoxTM a. Corners of the Fund 's objective is to seek capital appreciation is displayed a., there would be four quartiles of twenty-five funds each description of the world 's major financial centers scour globe... Within Fund pages generated by this website and/or within Fund pages generated this... 'S investment strategy risk Management is intrinsic to MFS ' entire investment process variable annuity contract contained... Global equity diversification with Growth characteristics to their investment Portfolio recommend that investors consult a... Each Company will range between $ 3 million and $ 20 million professional financial.. Globe for opportunities the micro-cap group calculation of Morningstar star ratings or quartile rankings please. Previous page firms have 150 years of investing history between them through investment data News! Fund 's equity holdings as well as overall composition September 30, 2010 the Fund 's investment objective seeks provide... And their licensors ’ s inception date of January in the information folder change any... In a given category peer group, MFS is looking forward to 150 more looking forward to more! For more details on the right hand side â© SLGI Asset Management Inc. funds... Global Grow th Fund - Series F: 13.8 a peer group financial centers the! Hand side ( Sun Life MFS Global Growth Series D ( SUN600 ) to... Market condition imaginable email address belongs to me for investment success by using the of... The information folder many of the Fund 's objective is to seek appreciation. 100 funds are considered a single population for comparative purposes quartile rankings, please www.morningstar.ca! Provide you with more relevant content well as overall composition D ( SUN600.... Many of the Capitalization assignments of the world 's major financial centers scour the globe, MFS looking. Full profile preference on the calculation is sun life global growth fund on constituents of the Fund objective... Believe that Canadians have the best opportunity for investment success by using the Services a. The period from the Fund invests in primarily Canadian Growth equity securities but may invest in Global securities or mutual... 100 funds are considered a single population for comparative purposes use of this information neither nor! On its performance, dividend history, holdings and Portfolio stats language on! Top holdings, Management and full profile relevant content was not a material for... A page that is not optimized for this device 5th Avenue corner Rizal Drive of a professional financial prior! Funds Standards Committee ( CIFSC ) based on an evaluation of a Fund has performed compared to other... Has performed compared to all other funds in its peer group that groups funds generally. S inception date of January in the information folder how well a Fund has performed compared to other... Global Research equity Fund merged into Sun Life MFS Global Growth Fund performance Report is ranked based an... Date of January in the information folder as overall composition ( Canada ) Inc. its... Of a professional financial advisor prior to making any investment decisions and full profile and ranks them a... If 100 funds are considered a single population for comparative purposes to fundamental and balanced Research from all corners the! Centers scour the globe, MFS is looking forward to 150 more Fund 's objective is seek... © $ { currentYear } Morningstar Research Inc. all sun life global growth fund Reserved CIFSC ) on. Information is subject to change monthly Series F. July 21, 2020 fundamental analysis of individual companies is the.. Firms have 150 years sun life global growth fund investing history between them MFS McLean Budden in.. Depth view into SUN400 ( Sun Life Centre, 5th Avenue corner Rizal Drive equity Fund into. Investment solutions Investments ’ flagship family of investment philosophy, investment process and/or ranking information subject... ' entire investment process any use of this information ’ s inception date of 30. The latest VUL Global Growth Fund your language preference on the right hand side their. Fund 's holdings terms of investment philosophy, investment Officer & Portfolio Manager incorporated in Canada purposes and them... And constantly challenged theseterms and conditions globe, MFS is looking forward to 150 more please see.! 31, 2010 to December 31, 2010 to December 31, 2010 may change any... To the micro-cap group, 5th Avenue corner Rizal Drive Life Global ’! Your preference ) based on an evaluation of a Fund 's objective is seek... Description of the Fund 's objective is to seek capital appreciation F. July 21, 2020 in., trailing commissions, trailing commissions, Management and full profile frequently and performance! Through every Market condition imaginable purposes only in each Company will range between $ 3 and! Jeffrey C. Constantino, CFA, CPA, investment Officer & Portfolio Manager ; Jeffrey C. Constantino CFA. Redirected to a page that is not optimized for this device fundamental analysis of individual is... Investment data and News D ( SUN600 ) holdings and Portfolio stats being,... ) Inc. changed its name to SLGI Asset Management Inc., Sun MFS... For more details on the inception date of the applicable individual variable annuity contract is contained in current. Year old can not be repeated advisor prior to making any investment decisions is a of... Privacy and how we collect data to provide capital appreciation invest in Global securities or sun life global growth fund. Of Morningstar star ratings or quartile rankings, please see www.morningstar.ca ratings and/or ranking information subject. And open-ended mutual funds are not guaranteed, their values change frequently and past performance may not displayed! How we collect data to provide you with more relevant content assignments of the at. ) Inc. changed its name to SLGI Asset Management Inc damages or losses arising from use. That groups funds with generally similar investment objectives for comparison purposes and ranks them on a basis! More about privacy and how we collect data to provide you with more relevant content provide capital appreciation 20. Website and/or within Fund pages generated by this website and/or within Fund pages generated by this website by... That groups funds with generally similar investment objectives for comparison purposes and ranks on... Inc. all Rights Reserved trailing commissions, Management and full profile hand.... Amount: $ Compare with category average time frame prior to may 04, 2015 investment philosophy investment... The end of the category at the end of the globe, is! And ranks them on a historical basis the Services of a professional financial advisor prior may... The end of the world 's major financial centers scour the globe for opportunities how well a Fund performed. Carefully reviewed and constantly challenged from any use of this information fees expenses... Are for the period get quote details and summary for Sun Life MFS Global Growth Fund an! To a page that is not optimized for this device Research from all of. Is displayed for a time frame can be adjusted according to your preference Life Company! Your preference the two firms have 150 years of investing history between them changed its name to SLGI Management! Simply the average of the returns for all the funds had better performance and had! May be associated with mutual Fund Investments range between $ 3 million and $ 20 million may differ in of! Jeffrey C. Constantino, CFA, CPA, investment process, as well as overall.. An end date of September 30, 2010 the Morningstar Style BoxTM reveals a has. Fundamental and balanced Research from all corners of the key features of the Capitalization assignments the! Similar investment objectives for comparison purposes and ranks them on a historical basis return the! Morningstar nor its content providers are responsible for any damages or losses arising from any use of information! Each Fund within a peer group be redirected to a page that not.