Sun Life Guaranteed Investment Funds (GIFs) - Effective April 24, 2023, the Deferred Sales Charge (DSC) option and Low Load (LL) Sales Charge option will no longer be available for new purchases. Switching from a fund previously purchased under DSC or LL Sales Charge options to other DSC or LL funds, will continue to be permitted.
A review of the week's top global economic and capital markets news.
Investors are regularly reminded that well-diversified portfolios may deliver more consistent results. That’s where investing globally comes in.
Sun Life MFS Funds all have one thing in common – The Funds are invested for the long term. Simply put, this means that the companies MFS1 selects for the Sun Life MFS Funds will stay in the mix for the long haul.
Active risk management is one of the three pillars that make up the Sun Life MFS Funds investment formula.
Forty years ago, Sun Life made one of its most important acquisitions when it acquired MFS1, the first company in the United States to develop mutual funds.
In its second-quarter 2021 update, MFS Investment Management reports that it became a signatory of the Net Zero Asset Managers Initiative (NZAM), and provides a case study of active ownership.
If you’re investing to pursue long-term financial goals, understanding the relationship between company size, return potential, and risk is critical.
Here is how MFS Investment Management describes their approach to engagement.
Here is how MFS Investment Management describes their approach to fundamental research.
Here is how MFS Investment Management describes their Sustainable Investing Framework.
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.
Effective June 1, 2020, Sun Life MFS International Growth Fund was renamed Sun Life MFS International Opportunities Fund. The mandate of the Fund did not change.
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.
