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| Performance1 | Since inception | 10 yrs. | 5 yrs. | 3 yrs. | 1 yr. |
|---|---|---|---|---|---|
Sun Life MFS Global Growth Fund MSCI All Country World Index (C$) |
14.1% 12.3% |
15.9% 14.1% |
15.4% 12.4% |
15.4% 11.8% |
16.8% 20.9% |
Sun Life MFS International Opportunities Fund MSCI EAFE Index (C$) |
9.4% 8.4% |
11.2% 10.2% |
10.3% 8.0% |
9.1% 6.9% |
11.2% 19.2% |
Sun Life MFS U.S. Growth Fund Russell 1000 Index (C$) |
18.6% 17.5% |
20.3% 19.1% |
20.4% 16.3% |
18.8% 15.6% |
16.2% 24.2% |
1 Source: Morningstar Direct. Data as at September 30, 2021. All statistics are for Series F. Returns greater than 1 year are annualized. Fund inception date is October 1, 2010.
Discover MFS – our world class sub-advisor2
Carol Geremia, President, MFS Investment Management, explores how long-term active management ties to the concept of sustainable investing. She discusses how MFS engages with management, analyzes financial data, and influences ESG issues for the companies our funds invest in.
Sun Life MFS Funds’ focus on responsible ownership aligns with our belief in the connection between long-term sustainability and creating positive outcomes for investors.
The MFS story
In 1924, MFS created the first U.S. mutual fund, making professionally managed, cost effective investments more accessible to investors. Since their founding, they have guided investors through every kind of market that an asset manager can experience. Today, through a vast global network and a disciplined long-term approach, teams at MFS continue to bring the power of their expertise to the Sun Life MFS Funds.
MFS by the numbers
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Important information
2MFS Investment Management or MFS refers to MFS Investment Management Canada Limited and MFS Institutional Advisors, Inc.
3Source MFS: As at December 31, 2020 (unless otherwise noted).
4Source MFS: World-wide assets under management as at July 31, 2021 in Canadian dollars.
The up capture ratio measures investment performance in up-markets. It is compared to an index during periods when that index has risen. A ratio greater than 100 indicates outperformance versus the index during the up market. A ratio less than 100% indicates underperformance. The down capture ratio is similar although it measures performance when that index has dropped.
The calculation benchmarks used for up and downside capture are: Sun Life MFS Global Growth Fund – MSCI All Country World Index C$; Sun Life MFS International Opportunities Fund – MSCI EAFE Index C$; and Sun Life MFS U.S. Growth Fund – Russell 1000 TR Index C$; Index up and down capture = 100%.
The corresponding up and down capture ratios of the funds for the period ending September 30, 2021 are:
Sun Life MFS Global Growth Fund, Series F: Up Capture: 1-year: 97%; 3-years: 107%; 5-years: 107%; 10-years: 105%; since inception (Oct. 1, 2010): 105%; Down Capture: 1-year: 137%; 3-years: 90%; 5-years: 89%; 10-years: 94%; since inception (Oct. 1, 2010): 93%.
Sun Life MFS International Opportunities Fund, Series F: Up Capture: 1-year: 78%; 3-years: 103%; 5-years: 108%; 10-years: 98%; since inception (Oct. 1, 2010): 96%; Down Capture: 1-year: 117%; 3-years: 88%; 5-years: 93%; 10-years: 89%; since inception (Oct. 1, 2010): 85%.
Sun Life MFS U.S. Growth Fund, Series F: Up Capture: 1-year: 96%; 3-years: 106%; 5-years: 109%; 10-years: 105%; since inception (Oct. 1, 2010): 104%; Down Capture: 1-year: 160%; 3-years: 93%; 5-years: 89%; 10-years: 102%; since inception (Oct. 1, 2010): 99%.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Investors should read the prospectus before investing. 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. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Series F is available only to eligible investors who have fee-based accounts with their dealers. It is not possible to invest directly in an index. Mutual funds are subject to fees and expenses that are not applicable to an index, and which reduce returns.
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. 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.
© SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors, 2021. All rights reserved.