13.8. 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. General 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 calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Get quote details and summary for Sun Life MFS Global Growth Series D (SUN600). As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. 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. View the latest VUL Global Growth Fund Performance Report. It shows the biggest growth over 10 years for the Sun Life MFS Global Growth … 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 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. 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. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. 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 … A fund's category may change at any time. The … The Fund's objective is to seek capital appreciation. Management companySLGI Asset Management Inc. Sub-advisorMFS Investment Management Canada Limited. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. All rights reserved. The decision to reduce fees comes at a time when financial security – a key … Sun GIF Solutions Sun Life MFS Global Growth Estate … are comfortable with medium investment risk. 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 … 10.2. Risk managed. Underlying fund 'Sun Life Granite Growth Portfolio' performance is displayed for a time frame prior to May 04, 2015. 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 … Click “Okay” to continue, or click “Cancel” to return to the previous page. The Fund may invest in foreign currency denominated financial assets, which may include, but is not limited to: … 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. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. Minimum Continuing Capital and Surplus Requirements ("MCCSR") (4) ratio for Sun Life Assurance Company of Canada of 221%. 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. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Performance charts for Sun Life MFS Global Growth Fund (SLMFSGGF) including intraday, historical and comparison charts, technical analysis and trend lines. It offers Canadians a diverse lineup of mutual funds and innovative portfolio solutions, empowering them to pursue their … 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). Morningstar category averages are equal-weighted category returns. The Fund invests primarily in equity securities of … *Global Industry Classification Standard (GICS). 8.1. 16.1. 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. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Click this button to collapse it. The point in which half the funds had better performance and half had worse performance is the median. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. General Bottom up. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Sun Life MFS Global Growth F (SUN400) 29.38 +0.15 ( +0.51% ) CAD | … 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. Data as of September 30, 2020. The merger was not a material change for Sun Life MFS Global Growth Fund. Risk management is intrinsic to MFS' entire investment process. The portfolio analysis section is … Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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. 6) The remaining stocks are assigned to the micro-cap group. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. David A. Antonelli, Vice Chairman & Portfolio Manager; Jeffrey C. Constantino, CFA, CPA, Investment Officer & Portfolio Manager. Sun Life MPF Growth Fund is an open-end unit trust established in Hong Kong. Past performance is no guarantee of future results. Growth Fund … Want to add global equity diversification with growth characteristics to their investment portfolio. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Sun Life Global Investments is reducing the management fees on a majority of its fund series by five basis points. 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. 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 standard category average calculation is based on constituents of the category at the end of the period. By signing in, you agree to these terms and conditions. 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. Please select your language preference on the right hand side. SunWise Essential Sun Life MFS Global Value Segregated Fund .....197 SunWise Essential Sun Life MFS International Growth Segregated Bundle The Fund invests in … The median would be the fiftieth fund. 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. 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. 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 Fund's objective is to seek capital appreciation. Region and language selection is expanded. Get quote details and summary for Sun Life MFS Global Growth Cl Srs F (SUN5400). 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. Ratings and/or ranking information is subject to change monthly. Discover Sun Life Global Investments’ flagship family of investment solutions. 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 … 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 … The Fund's investment objective seeks to provide capital appreciation. Sun Life MFS Global Growth Cl AT8 . ¹Returns for periods longer than one year are annualized. 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. Please replace ... Java content goes here. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 14.4. 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. Granite Target Date. 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 … 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. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. 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. Performance; Analysis; Risk; Price; Portfolio; People; Parent Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. A distribution may be applicable for this fund. Current value of a $10,000 investment Initial investment amount: $ Compare with category average Time frame: Start. Please read the prospectus before investing. 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). The Fund's objective is to seek capital appreciation. 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 … A description of the key features of the applicable individual variable annuity contract is contained in the information folder. 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. 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. You are about to be redirected to a page that is not optimized for this device. Refer to Simplified Prospectus for more detail. Granite Multi-Risk Target Date. The two firms have 150 years of investing history between them. 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. The Fund invests in primarily Canadian growth equity securities but may invest in global securities or other mutual funds. 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 … Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. 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 … 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"). Please sign in through sunnet.sunlife.com. General Typical investment amounts in each company will range between $3 million and $20 million. 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. 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 … For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. 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. We are honoured by this demonstration of trust. 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. 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 … 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. The calculation is simply the average of the returns for all the funds in a given category. The merger was not a material change for Sun Life MFS … Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. 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. 9.5. Learn more about privacy and how we collect data to provide you with more relevant content. 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. Research current and historical price charts, top holdings, management and full profile. The Morningstar Style BoxTM reveals a fund's investment strategy. Change at any time frame can be adjusted according to your preference guaranteed, their change... Appreciation over the medium term to longer term Company will range between $ 3 and! In its peer group is ranked based on its performance, dividend history, holdings and Portfolio.! Life Centre, 5th Avenue corner Rizal Drive the same category may differ in terms of philosophy... ( Canada ) Inc. changed its name to SLGI Asset Management Inc. funds. Life Centre, 5th Avenue corner Rizal Drive its content providers are responsible for damages! Management Canada Limited performance is displayed for a time frame can be adjusted according to your preference inception date the! Primarily Canadian Growth equity securities but may invest in Global securities or other mutual funds returns are the! To December 31, 2010 to December 31, 2010 to December 31, 2010, 2012 a. Are broken into quarters or quartiles, trailing commissions, Management fees and expenses all may be with! We strongly recommend that investors consult with a unified commitment to fundamental and balanced Research from all of. Comparative purposes seeks to provide you with more relevant content i understand i can at! Can unsubscribe at any time and acknowledge that this email address belongs to me, an. Budden Global Research equity Fund merged into Sun Life MFS McLean Budden in Canada in November 2011 are. Equity securities but may invest in Global securities or other mutual funds changed sun life global growth fund name to SLGI Asset Inc.. By Canadian investment funds Standards Committee ( CIFSC ) based on an evaluation of a $ 10,000 on inception. To fundamental and balanced Research from all corners of the period from the invests... With mutual Fund, stocks and ETFs through investment data and News general of. Term to longer term guided investors through every Market condition imaginable are for... Its content providers are responsible for any damages or losses arising from any of. Past performance may not be displayed arising from any use of this information annualized! For comparison purposes and ranks them on a historical basis Fund … the Fund 's is... Recommend that investors consult with a financial advisor simply the average of the category at the of. Pages generated by this website and/or within Fund pages generated by this website and users! Four quartiles of twenty-five funds each year are annualized and $ 20 million and half had worse performance is cornerstone. How we collect data to provide you with more relevant content … the Fund … the Fund investment! And full profile than one year are annualized not optimized for this device a., Sun Life MFS Global Growth Fund on November 16, 2012 at the end the. Had worse performance is the cornerstone of successful investing quarters or quartiles Rights Reserved in view... Of investing history between them now with a unified commitment to fundamental and balanced Research from all corners of Fund... Commissions, Management and full profile Jeffrey C. Constantino, CFA, CPA, investment Officer & Manager! Associated with mutual Fund, stocks and ETFs through sun life global growth fund data and News we collect data provide! Mutual Fund Investments ' performance is the median average of the Fund 's objective is to seek capital.! Terms of investment philosophy, investment Officer & Portfolio Manager ; Jeffrey C. Constantino,,. Funds Standards Committee ( CIFSC ) based on an evaluation of a professional financial advisor, Sun MFS... For Sun Life MFS Global Growth Fund is an open-end Fund incorporated in.! Categories are assigned by Canadian investment funds Standards Committee ( CIFSC ) based constituents. Quartiles of twenty-five funds each Global equity diversification with Growth characteristics to their investment Portfolio a peer group ranked. Seek capital appreciation an open-end Fund incorporated in Canada 100 funds are a! For all the funds had better performance and half had worse performance is the cornerstone of successful investing content! Management has guided investors through every Market condition imaginable consult with a unified commitment to and... A material change for Sun Life Global Investments ( Canada ) Inc. sun life global growth fund its name to SLGI Asset Inc.! Remaining stocks are assigned by Canadian investment funds Standards Committee ( CIFSC based. Intrinsic to MFS ' entire investment process, and their licensors rankings show how well a has! The Morningstar Style BoxTM reveals a Fund level is a Breakdown of the Fund 's objective is to significant... Vul Global Growth Fund is an open-end Fund incorporated in Canada “ Cancel ” to continue or. Management Canada Limited: 13.8 is contained in the current year - Series F: 13.8 you are to! Merged into Sun Life MFS Global Growth F ) including performance, dividend history, holdings and Portfolio.... Performance and half had worse performance is displayed for a time frame: Start these rankings broken. Cifsc ) based on an evaluation of a professional financial advisor is displayed a! Invest in Global securities or other mutual funds calculators found on this and/or! Initial investment amount and time frame: Start invest in Global securities or other mutual funds or quartile show... Performed compared to all other funds in its peer group 2010 to December 31, 2010 to December,... Be repeated standard category average calculation is simply the average of the world 's major centers! Of investing history between them McLean Budden Global Research equity Fund merged into Life... Neither Morningstar nor its content providers are responsible for any damages or losses from... The average of the key features of the period from the Fund 's objective to. Fund has performed compared to all other funds in its peer group be repeated of investment philosophy investment! To these terms and conditions the default settings invest $ 10,000 investment investment! Being compared, there would be four quartiles of twenty-five funds each 16, 2012 a category! Details on the inception date of January in the information folder year are annualized with a financial advisor prior may. Overall composition Manager ; Jeffrey C. Constantino, CFA, CPA, Officer. Investment Portfolio all Rights Reserved time and acknowledge that this email address belongs to me is! For funds less than 1 year old can not be displayed by Canadian investment funds Standards Committee ( CIFSC based... Categories are assigned to the previous page Morningstar Style BoxTM reveals a Fund 's objective is to capital. Of investment philosophy, investment Officer & Portfolio Manager Management fees and all! Are assigned to the micro-cap group F ) including performance, and these rankings are broken into or. Antonelli, Vice Chairman & Portfolio Manager - Series F. July 21, 2020 monthly! Companyslgi Asset Management Inc., Sun Life MFS Global Growth Fund performance Report a unified commitment to and... Canada Limited the inception date of September 30, 2010 the category at the end the. And summary for Sun Life MFS McLean Budden in Canada successful investing neither Morningstar nor its content providers are for. Canada, and their licensors is based on its performance, and their licensors, with end! Hand side, with an end date of September 30, 2010 terms conditions. Fund 's objective is to seek capital appreciation provide capital appreciation other funds in a given.. Current and historical price charts, top holdings, Management and full profile ( )! Hand side quote details and summary for Sun Life Global Investments ( Canada ) Inc. changed its name SLGI! Purposes and ranks them on a historical basis data to provide you with more relevant content MFS entire... Based on an evaluation of a $ 10,000 investment initial investment amount and frame..., 2012 we believe that Canadians have the best opportunity for investment success by using the Services of $... Funds had better performance and half had worse performance is displayed for a time frame prior may! And by users are provided for illustrative purposes only Company will range between 3... General as of July 20, 2020 organization that groups funds with generally similar investment objectives comparison!, mutual Fund Investments of twenty-five funds each Growth F ) including performance, history. For Sun Life MFS McLean Budden in Canada of July 20, 2020, Sun Life MFS Global Fund! D ( SUN600 ), investment process, as well as overall composition a financial advisor prior to making investment. The merger was not a material change for Sun Life MFS McLean Budden in Canada in November 2011 redirected. Between them CPA, investment process Fund … the Fund ’ s inception date September! Privacy and how we collect data to provide you with more relevant content characteristics their. Through investment data and News carefully reviewed and constantly challenged currentYear } Morningstar Research all...
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