MFS McLean Budden

Logo - MFS McLean BuddenMFS McLean Budden has guided investors through every market condition imaginable. 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.

MFS Investment Management and MFS McLean Budden have U.S. $277.3 billion in combined assets under management (as of June 30, 2012). MFS McLean Budden is the registered business name of McLean Budden Limited.
  • Bottom up. MFS McLean Budden believes detailed fundamental analysis of individual companies is the cornerstone of successful investing.
  • Global. Analysts in many of the world's major financial centers scour the globe for opportunities.
  • Collaborative. MFS McLean Budden believes ideas improve when they're carefully reviewed and constantly challenged.
  • Risk managed. Risk management is intrinsic to MFS McLean Budden's entire investment process.

MFS Investment Management joined forces with McLean Budden in Canada in November 2011. The two firms have 150 years of investing history between them. Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS McLean Budden is looking forward to 150 more.

Canadian equity funds

Sun Life MFS McLean Budden Canadian Equity Fund
Sun Life MFS McLean Budden Canadian Equity Growth Fund
Sun Life MFS McLean Budden Canadian Equity Value Fund

U.S. equity funds

Sun Life MFS McLean Budden U.S. Equity Fund
Sun Life MFS McLean Budden U.S. Growth Fund
Sun Life MFS McLean Budden U.S. Value Fund

Global equity funds

Sun Life MFS McLean Budden Global Growth Fund
Sun Life MFS McLean Budden Global Value Fund

International equity funds

Sun Life MFS McLean Budden International Growth Fund
Sun Life MFS McLean Budden International Value Fund

Canadian balanced funds

Sun Life MFS McLean Budden Balanced Growth Fund
Sun Life MFS McLean Budden Balanced Value Fund

Global balanced funds

Sun Life MFS McLean Budden Global Total Return Fund

Canadian fixed income funds

Sun Life MFS McLean Budden Canadian Bond Fund

Diversified income funds

Sun Life MFS McLean Budden Dividend Income Fund
Sun Life MFS McLean Budden Monthly Income Fund

 

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