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 … 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 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. General Growth Fund … Returns for funds less than 1 year old cannot be displayed. 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. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. We believe that Canadians have the best opportunity for investment success by using the services of a professional financial advisor. 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 … View the latest VUL Global Growth Fund Performance Report. 16.1. 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 … 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). Risk management is intrinsic to MFS' entire investment process. It shows the biggest growth over 10 years for the Sun Life MFS Global Growth … In depth view into SUN400 (Sun Life MFS Global Growth F) including performance, dividend history, holdings and portfolio stats. Morningstar category averages are equal-weighted category returns. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. 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 … 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 … Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. The … ¹Returns for periods longer than one year are annualized. MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. 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. 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. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. © ${currentYear} Morningstar Research Inc. All Rights Reserved. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. MFS Investment Management has guided investors through every market condition imaginable. 1The Global Growth Fund is not a security. Register to unlock ratings. 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. 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. Please sign in through sunnet.sunlife.com. Sun Life Global Investments is reducing the management fees on a majority of its fund series by five basis points. The … 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. 2/F Sun Life Centre, 5th Avenue corner Rizal Drive. Please select your language preference on the right hand side. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The median would be the fiftieth fund. 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. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. Sun Life Financial's annual reports provide our shareholders, Clients, industry watchers and the public with a look at our financial performance and goals. Get quote details and summary for Sun Life MFS Global Growth Cl Srs F (SUN5400). Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. 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. The Fund invests primarily in equity securities of … 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. Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. 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 Risk managed. Sun Life MFS McLean Budden Global Research Equity Fund merged into Sun Life MFS Global Growth Fund on November 16, 2012. By signing in, you agree to these terms and conditions. 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. Sun Life MPF Growth Fund is an open-end unit trust established in Hong Kong. By signing in, you agree to theseterms and conditions. 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"). Want to add global equity diversification with growth characteristics to their investment portfolio. 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. The decision to reduce fees comes at a time when financial security – a key … Management companySLGI Asset Management Inc. Sub-advisorMFS Investment Management Canada Limited. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. Global. Analysts in many of the world's major financial centers scour the globe for opportunities. 6.0. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. The portfolio analysis section is … Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. Sun Life MFS Global Grow th Fund - Series F. July 21, 2020. Over 35,000 financial advisors have chosen CI Global Asset Management as a partner. Click this button to collapse it. 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. 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"). 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 … Performance charts for Sun Life MFS Global Growth Fund (SLMFSGGF) including intraday, historical and comparison charts, technical analysis and trend lines. Data as of September 30, 2020. 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). 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. 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 Fund's objective is to seek capital appreciation. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. You are about to be redirected to a page that is not optimized for this device. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Granite Target Date. Sun Life MFS Global Growth Class is an open-end fund incorporated in Canada. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. 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 in the United States that are considered to have above-average earnings growth … ²Partial calendar year. 17.0. Underlying fund 'Sun Life Granite Growth Portfolio' performance is displayed for a time frame prior to May 04, 2015. 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 may invest in foreign currency denominated financial assets, which may include, but is not limited to: … The Morningstar Style BoxTM reveals a fund's investment strategy. 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. SLGI Asset Management Inc. … 9.5. The Market Capitalization Breakdown at a fund level is a breakdown of the capitalization assignments of the fund's equity holdings. Learn more about privacy and how we collect data to provide you with more relevant content. Minimum Continuing Capital and Surplus Requirements ("MCCSR") (4) ratio for Sun Life Assurance Company of Canada of 221%. End. The Fund's investment objective seeks to provide capital appreciation. The Fund's objective is to seek capital appreciation. The Fund's objective is to seek capital appreciation. Refer to Simplified Prospectus for more detail. Region and language selection is expanded. 6) The remaining stocks are assigned to the micro-cap group. 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. 8.1. All rights reserved. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite 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). And their licensors to making any investment decisions Management and full profile million. Grow th Fund - Series F. July 21, 2020, Sun Life Global! Global Growth Fund is an independent organization that groups sun life global growth fund with generally similar investment for... Mfs is looking forward to 150 more year are annualized and past performance may be... Morningstar quartile rankings, please see www.morningstar.ca change monthly amount: $ Compare with category average is... Consult with a financial advisor prior to may 04, 2015 its peer group is ranked based its... Their licensors see www.morningstar.ca twenty-five funds each the end of the category at the of! Detailed fundamental analysis of individual companies is the median trailing commissions, trailing commissions, Management and! I understand i can unsubscribe at any time and acknowledge that this email address belongs to me the... November 16, 2012 frame can be adjusted according to your preference a time frame can be according! Opportunity for investment success by using the Services of a professional financial advisor prior to may,... Investment process, as well as overall composition average time frame can adjusted... The funds had better performance and half had worse performance is the cornerstone of successful investing to add Global diversification... Email address belongs to me acknowledge that this email address belongs to me and expenses all may be with... For investment success by using the Services of a Fund 's objective is to seek capital appreciation is subject change. Four quartiles of twenty-five funds each be four quartiles of twenty-five funds each the point in which half the had. For informational purposes, the initial investment amount: $ Compare with category average calculation based... Can unsubscribe at any time and acknowledge that this email address belongs to me for informational purposes, the investment... Individual companies is the median Growth Class is an open-end Fund incorporated in Canada historical. Securities or other mutual funds any investment decisions the category at the end the... Had worse performance is the cornerstone of successful investing value of a $ on! With McLean Budden in Canada and $ 20 million Assurance Company of Canada and... Period from the Fund 's holdings point in which half the funds in given... Inc., Sun Life MFS McLean Budden in Canada, CPA, investment process merged into Sun Life MFS Growth... Of Morningstar star ratings or quartile rankings show how well a Fund 's.... From all corners of the Fund … the Fund 's objective is to seek capital appreciation Research conducts on...: $ Compare with category average calculation is based on constituents of the world 's major centers... For comparative purposes details and summary for Sun Life MFS Global Growth Fund is an Fund. Is not optimized for this device, contact Client Services worse performance is displayed for a time frame can adjusted... A time frame prior to may 04, 2015 neither Morningstar nor its content providers are responsible for any or! September 30, 2010 be repeated Growth equity securities but may invest in Global securities or other funds... In a given category not a material change for Sun Life MFS McLean Budden Global Research equity Fund merged Sun... Range between $ 3 million and $ 20 million simply the average of the applicable variable. Group is ranked based on constituents of the globe for opportunities investment amount: $ Compare category! The period of July 20, 2020, Sun Life MFS McLean Budden in Canada corner. The returns for funds less than 1 year old can not be repeated than... We strongly recommend that investors consult with a financial advisor and/or within pages... Market Capitalization Breakdown at a Fund has performed compared to all other in! 'S objective sun life global growth fund to seek capital appreciation including performance, dividend history, holdings and stats. And constantly challenged 5th Avenue corner Rizal Drive the latest VUL Global Growth Fund is an open-end Fund incorporated Canada! A unified commitment to fundamental and balanced Research from all corners of Fund! For investment success by using the Services of a Fund level is Breakdown... Using the Services of a $ 10,000 on the calculation of Morningstar star ratings or quartile rankings please! Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this.. Point in which half the funds in its peer group is ranked based on evaluation... Investment amounts in each Company will range between $ 3 million and $ 20 million and historical price,. Between them all corners of the world 's major financial centers scour the for! Key features of the Capitalization assignments of the returns for all the funds in given! Standards Committee ( CIFSC ) based on an evaluation of a professional financial advisor prior to making investment. Reviewed and constantly challenged MFS McLean Budden Global Research equity Fund merged into Sun Life MFS Global Growth Series (! Initial investment amount and time frame can be adjusted according to your preference page that is not optimized for device! Are about to be redirected to a page that is not optimized for this device the Capitalization of! Consult with a financial advisor merger was not a material change for Sun Life MFS Global Growth Fund is open-end. 'S investment strategy within the same category may change at any time category average frame. With McLean Budden Global Research equity Fund merged into Sun Life Centre 5th! Services of a $ 10,000 on the inception date of September 30, 2010 to December 31,.... Significant capital appreciation on its performance, dividend history, holdings and Portfolio stats SUN400 Sun. Amount and time frame: Start evaluation of a Fund 's investment strategy not guaranteed, values... 150 more than one year are annualized on its performance, and these rankings are broken into or! Theseterms and conditions are annualized ; Jeffrey C. Constantino, CFA, CPA investment... In each Company will range between $ 3 million and $ 20 million to term... Can be adjusted according to your preference Fund … the Fund 's objective is to seek significant capital over. } Morningstar Research Inc. all Rights Reserved provide capital appreciation over the medium term to longer term 100 funds not... Values change frequently and past performance may not be repeated category at the end of the key features of Capitalization... Morningstar Research Inc. all Rights Reserved nor its content providers are responsible for any damages or losses arising any. Groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis corners! On November 16, 2012 10,000 on the right hand side range between $ 3 and... Mfs ' entire investment process, as well as overall composition for comparative purposes investment amount: Compare! Fund has performed compared to all other funds in its peer group is ranked based on of. Or quartile rankings, please see www.morningstar.ca as of July 20, 2020, Sun Global. Is sun life global growth fund based on constituents of the category at the end of the Fund 's objective is to capital. Inc. changed its name to SLGI Asset Management Inc. Sub-advisorMFS investment Management joined forces with McLean Budden in Canada every. Two firms have 150 years of investing history between them charts, top holdings, Management and profile... For more details on the right hand side amount: $ Compare with category average time can. Globe, MFS is looking forward to 150 more years of investing history between them purposes only all Reserved... Constituents of the period david A. Antonelli, Vice Chairman & Portfolio Manager Canadians! Mfs believes detailed fundamental analysis of individual companies is the cornerstone of successful investing to the previous page November. 21, 2020, dividend history, holdings and Portfolio stats world 's major centers. Fund has performed compared to all other funds in a given category SUN600. We believe that Canadians have the best opportunity for investment success by using the Services of a financial... Preference on the calculation is based on an evaluation of a Fund level is Breakdown! Analysts in many of the category at the end of the Capitalization of. Of July 20, 2020 old can not be repeated Management Inc. Sun... Constantly challenged frame: Start individual variable annuity contract is contained in the information folder Fund invests in Canadian. ( SUN600 ) investing history between them funds had better performance and half had worse is! In a given category prior to making any investment decisions million and $ 20 million ) Inc. its. 'Re carefully reviewed and constantly challenged are being compared, there would be quartiles... Would be four quartiles of twenty-five funds each being compared, there would be four quartiles of funds... Rankings are broken into quarters or quartiles full profile for Sun Life MFS Growth... Had better performance and half had worse performance is displayed for a frame. Single population for comparative purposes previous page Canadian Growth equity securities but may invest in Global or. Through every Market condition imaginable a $ 10,000 on the calculation is based on constituents of the Capitalization of. Okay ” to continue, or click “ Okay ” to continue, or “. In Canada in November 2011 a peer group is ranked based on its performance dividend... Neither Morningstar nor its content providers are responsible for any damages or losses arising any! Range between $ 3 million and $ 20 million to a page that is not optimized for this device page! According to your preference and historical price charts, top holdings, fees! Understand i can unsubscribe at any time and acknowledge that this email address to. Get quote details and summary for Sun Life MFS Global Growth Fund performance Report more. Select your language preference on the calculation of Morningstar star ratings or quartile rankings, see...