Our sub-advisors rise for work, break for lunch and return home to their families in nearly 20 countries every day. This gives us a front-row view of the cultures, economies, risks and opportunities that shape our world.
Sun Life Global Investments is built for investors who want to benefit from a truly global perspective. From where we’re standing, it looks like it’s working:
SEE THE WORLD THE WAY WE SEE IT
|5 YEAR / INCEPTION
|Sun Life MFS Global Total Return Fund (Series A)||9.0||11.8||9.0||2010-10-01|
|Sun Life MFS International Value Fund (Series A)||17.8||19.3||13.3||2010-10-01|
|Sun Life MFS Global Value Fund (Series A)||15.9||19.5||14.5||2010-10-01|
|Sun Life MFS Global Growth Fund (Series A)||14.8||17.1||12.2||2010-10-01|
|Sun Life MFS U.S. Growth Fund (Series A)||21.0||23.0||17.3||2010-10-01|
MFS was founded in 1924. Since then, the company has guided investors through every market condition on record. From humble beginnings in Boston to what's now a global footprint that stretches from São Paulo, Brazil to Sydney, Australia, MFS has spent nearly a century honing its collaborative investment process to build better insights for clients.
Investment professionals work out of nine global financial hubs. Members analyze opportunities across geographies, across industries, and across the entire capital structure of each potential investment to get the big picture. Every effort is made to balance risk and reward before a decision is taken.
Being on the ground all over the world helps analysts understand the customs and traditions that affect regional markets. This special insight helps put investors at the front of the line for under-the-radar opportunities. MFS believes its global collaborative environment is one of its key competitive advantages.
Active risk management
Every member of the investment team is responsible for ongoing risk assessment. The goal is to provide investors with the greatest possible return within the risk guidelines of each portfolio. Because it's not possible to eliminate risk entirely, MFS employs a rigorous process to manage it, every step of the way.
Check out the rest of our MFS line-up:
|Canadian equity funds|
|U.S. equity funds|
|Global equity funds|
|International equity funds|
|Canadian balanced funds|
|Global balanced funds|
|Canadian fixed income funds|
|Diversified income funds|
MFS Institutional Advisors, Inc. of Boston, Massachusetts and MFS Investment Management Canada Limited of Toronto, Ontario (collectively referred to herein as "MFS") are each portfolio sub-advisors to Sun Life Global Investments Mutual Funds and affiliates of Sun Life Global Investments (Canada) Inc.
Returns for periods longer than 1 year are annualized. Data as at September 30, 2015.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The indicated rates of return are the historical annual compounded total returns including changes in security value and reinvestment of all distributions and do not take into account sales, redemption, distribution or other optional charges or income taxes payable by any security holder that would have reduced returns.
© 2015 Morningstar Research Inc. All rights reserved. The information contained herein is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
The Morningstar Risk-Adjusted Rating, commonly referred to as the Star Rating, relates the risk-adjusted performance of a fund to that of its category peers in the Canadian Morningstar Universe and is subject to change every month. The Star Rating is a measure of a fund’s annualized historical excess return (excess is measured relative to risk-free investment in Canadian Government Treasury Bills) adjusted for the fund’s historical risk. The overall Star Rating for a fund is a weighted combination of its 3, 5, and 10 year ratings. Overall ratings are adjusted where a fund has less than five or ten years’ history. A fund scoring in the top 10% of its fund category receives 5 stars, a fund scoring within 10.1% to 22.5% of its fund category receives 4 stars and a fund scoring within 22.6% and 35.0% of its fund category receives 3 stars. All performance data refers to Series F units. Please refer to www.morningstar.ca for more details on the calculation of Morningstar Risk-Adjusted Ratings and for the 1-year information.
Sun Life MFS Global Value Fund scored 5 stars for the 5-year period when compared to 793 global equity funds and 5 stars for the 3-year period when compared to 1,058 global equity funds. Sun Life MFS International Value Fund scored 5 stars for the 5-year period when compared to 295 international equity funds and 5 stars for the 3 year period when compared to 352 international equity funds. Sun Life MFS Global Total Return Fund scored 5 stars for the 5 year period when compared to 557 global neutral balanced funds and 5 stars for the 3 year period when compared to 789 global neutral balanced funds. Sun Life MFS Global Growth Fund scored 4 stars for the 5 year period when compared to 793 global equity funds and 4 stars for the 3 year period when compared to 1,058 global equity funds. Sun Life MFS U.S. Growth Fund scored 5 stars for the 5 year period when compared to 481 U.S. equity funds and 5 stars for the 3 year period when compared to 669 U.S. equity funds. Sun Life MFS U.S. Equity Fund scored 4 stars for the 5 year period when compared to 481 U.S. equity funds and 4 stars for the 3 year period compared to 669 U.S. equity funds. Sun Life MFS Equity Value Fund scored 4 stars for the 5 year period compared to 287 Canadian focused equity funds and 4 stars for the 3 year period compared to 431 Canadian focused equity funds.
MFS refers to MFS Institutional Advisors, Inc. Sun Life Global Investments (Canada) Inc. and MFS Institutional Advisors, Inc. are members of the Sun Life Financial group of companies.
© 2015 Sun Life Global Investments (Canada) Inc.