Investment approach
For nearly a century, MFS has lined up their active investment approach with a sole purpose: To create long-term value responsibly.
Founded in 1924, Boston-based MFS brings nearly a century of active management experience to investors’ portfolios.
In 1924, MFS launched North America’s first mutual fund, opening the door to the markets for millions of everyday investors.
Today they manage over $788 billion in assets (CAD as of December 31, 2023).
They have grown into a full-service global investment firm with 14 sales offices and 8 investment centers worldwide.
They are known for an unwavering commitment to global research, active risk management and long-term discipline.
For nearly a century, MFS has lined up their active investment approach with a sole purpose: To create long-term value responsibly.
1. Engagement
2. Diversity & collaboration
3. Integrated research
1. A risk-aware culture
2. Understanding material risks
Thinking long-term has always been part of MFS' heritage because they believe it helps pursue the outcomes investors need.
1. Conviction and longer time horizons
2. Sustainable investing
3. Continuity & succession planning
1 MFS Investment Management or MFS refers to MFS Investment Management Canada Limited and MFS Institutional Advisors, Inc. MFS Investment Management Canada Limited and MFS Institutional Advisors, Inc. have entered into a sub-advisory agreement. Because MFS operates outside of Canada, Canadian securities regulators may not require MFS' investment team to be registered in Canada. Where MFS operates outside of Canada, it provides investment advice under statutory exemptions or regulatory relief, as applicable.
SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund’s prospectus. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Sun Life Assurance Company of Canada is the issuer of accumulation annuities (insurance GICs), payout annuities and individual variable annuity contracts (segregated fund contracts). Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. Sun Life Financial Trust Inc. is the issuer of guaranteed investment certificates.
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.
© SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. All rights reserved.