MFS Investment Mangement

Since 1924, MFS Investment Management1 has guided investors in the United States through every market condition on record. Today, our exclusive lineup of Sun Life MFS funds brings Canadian investors the power of their deep-rooted expertise and three driving pillars of investment success.

Investment Philosophy & Process

Creating long-term value by allocating capital responsibly.

  • Collective expertise
  • Long-term discipline
  • Active risk management

Global Collaboration. Integrated global research.

Collective expertise is at the heart of MFS Investment Management’s investment approach.

They believe it leads to better investment decisions for the family of Sun Life MFS Funds through engagement, diversity & collaboration, and integrated research.

All Sun Life MFS funds share a similar philosophy; they invest for the long-term.

They prioritize this using three core elements:

  • long-term horizon and conviction,
  • alignment of incentives, and
  • continuity and succession planning.

Risk plays a central role in decision making and everyone at MFS Investment Management takes responsibility for assessing it.

The goal is to deliver the greatest possible return for clients within the risk guidelines of each portfolio through a process that includes:

  1. A risk- aware culture
  2. Understanding material risks
    • They factor environmental, social, or governance (ESG) issues into their research

Learn more about Sun Life MFS Funds

MFS Investment Management insights

MFS Week in Review

A review of the week’s top global economic and capital markets news.

MFS Brochure

Learn more about the history, investment process, and background of MFS Investment Management. 

More insights

Get MFS’ insight into timely market events as well as what’s top of mind for their thought leaders.

Explore all the Sun Life MFS Funds

*Also available in ETF Series

1 MFS Investment Management Canada Limited is the sub-advisor to the Sun Life MFS Funds; SLGI Asset Management Inc. is the registered portfolio manager. MFS Investment Management Canada Limited has appointed MFS Institutional Advisors, Inc. to provide additional sub-advisory services.

The MFS® logo is a trademark of The Massachusetts Financial Services Company and is used with permission.