Navigating market uncertainty with confidence.

SLGI MFS Blended Research Low Vol Funds* | SBLI & SBLG

Why Blended Research matters in volatile markets

The SLGI MFS Blended Research Low Vol funds are sub-advised by MFS Investment Management, and leverage MFS’ proprietary Blended Research® approach that integrates:

  • Fundamental research to identify high-quality companies
  • Multi-factor quantitative research to evaluate risk, volatility and valuation across markets

This dual-lens discipline brings a more discerning edge to security selection and portfolio construction—delivering conviction, clarity, and control when market signals are mixed or unclear.

This approach stands out from other low volatility strategies, as it aims to protect investments when markets are down, while also capturing growth opportunities when markets are up. This can make these funds a valuable part of a well-rounded investment portfolio.

Beyond low volatility: What is the Blended Research approach?

Learn more about the unique process used in the SLGI MFS Blended Research Low Volatility funds.

Deeper Dive: Introduction to Blended Research

Explore MFS’ Blended Research process, what makes it unique and the investment team behind it all.

Backed by generations of experience

  • MFS Investment Management: Over 100 years managing active equity strategies in the U.S.
  • Sun Life: Over 160 years supporting Canadians through market, economic, and societal changes
  • Sun Life Global Investments: Over 15 years bringing together global managers and disciplined solutions for Canadian investors

This collective experience helps advisors offer clients perspective—when it’s needed most.

Flexible solutions for client portfolios

Available in mutual fund and ETF Series, these Low Volatility equity funds can support a broad range of portfolio construction and client preferences.

SLGI MFS Blended Research Low Vol International Fund (SBLI)

An international equity fund designed to mitigate downside risk, while identifying opportunities to participate in market growth.

Series Series F ETF Series
Code/ticker SUN1406 SBLI
Management fee 0.50%1 0.50%

Source: Morningstar Direct as of July 31, 2026.

Mitigating downside risk while identifying opportunities to participate in market growth

Number of months where the fund (Series F) and benchmark had a loss or gain greater than 4%.

  Series F MSCI EAFE NR CAD
Number of months lost < -4% 6 13
Number of months Gained >4% 9 14

Source: Morningstar Direct as of July 31, 2026.

Performance (Series F)

Name 1 year 3 Year 5 Year 10 Year
SLGI MFS Blended Research Low Vol International Fund F 16.16 17.45 11.00 8.14
MSCI EAFE NR CAD 26.16 18.45 11.89 10.13

Source: Morningstar Direct as of July 31, 2026.

SLGI MFS Blended Research Low Vol Funds are also available as segregated fund contracts with guarantees (Sun GIF Solutions).

SLGI MFS Blended Research Low Vol Global Fund (SBLG)

A global equity fund designed to mitigate downside risk, while identifying opportunities to participate in market growth.

Series Series F ETF Series
Code/ticker SUN1403 SBLG
Management fee 0.50%1 0.50%

Source: Morningstar Direct as of July 31, 2026.

Mitigating downside risk while identifying opportunities to participate in market growth

Number of months where the fund (Series F) and benchmark had a loss or gain greater than 4%.

  Series F MSCI ACWI NR CAD
Number of months lost < -4% 3 12
Number of months Gained >4% 8 20

Source: Morningstar Direct as of July 31, 2026.

Performance (Series F)

Name 1 year 3 Year 5 Year 10 Year
SLGI MFS Blended Research Low Vol Global Fund F 15.40 15.32 11.03 9.62
MSCI ACWI NR CAD 23.90 20.84 13.46 13.14

Source: Morningstar Direct as of July 31, 2026.

SLGI MFS Blended Research Low Vol Funds are also available as segregated fund contracts with guarantees (Sun GIF Solutions).

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Built to support client conversations

Markets will be volatile. Experience helps guide the response.

For advisors, helping clients stay invested takes more than reassurance—it takes solutions built on experience, discipline, and thoughtful risk management.

These solutions are designed to help clients navigate volatility, remain confident and aligned with long-term plans—even when markets challenge conviction.

Built for what’s ahead. Experience that matters.

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.

1 Effective January 12, 2026, the Sun Life MFS Low Volatility Global Equity Fund was renamed SLGI MFS Blended Research Low Vol Global Fund, and the Sun Life MFS Low Volatility International Equity Fund was renamed SLGI MFS Blended Research Low Vol International Fund. Their investment objectives and strategies remain unchanged. Effective Feb. 1, their management fees were reduced from 0.75% to 0.50%.