Forty-two years ago, Sun Life Financial Canada made one of its most important acquisitions when it acquired MFS Investment Management1, the company who in 1924 created the first open-end mutual fund in the United States.

Since then, MFS has been fine-tuning its active investment approach based on three pillars of success: collective expertise, long-term discipline and active risk management. The pillar at the core of its approach is the company’s collective experience. MFS uses its expertise to create long-term value by investing responsibly. Throughout its long history, MFS has found that the collaborative mindset of its employees generates better investment decisions results, 

MFS draws on its collective expertise to make better decisions in the design management of Sun Life MFS Funds. There are three facets to this strategy at MFS:

Global collaboration

MFS makes every effort to ensure a balance between risk and return before making a decision. With a global view of what its various teams are doing, with approximately 300 investment specialists MFS employs worldwide2 are able to debate their respective viewpoints when analyzing the regions, industries and capital structure of each potential investment opportunity.

MFS analysts are based in offices around the world, so they understand the local customs and traditions in different regional markets. This provides a unique vantage point from which to uncover untapped opportunities for investors.

The geographical distribution of the MFS research team.

Integrated research

MFS has nine research offices worldwide, giving MFS the ability to build relationships and work closely with the companies it chooses to invest in.

Through this collaborative global process, MFS gains a detailed view of a company's entire capital structure. This local market perspective is a key advantage and it drives uncompromised information sharing. Portfolio managers combines diverse viewpoints within a shared value system to make what they believe to be the best investment decisions for clients.

Unique compensation

Compensation for investment professionals also reflects the culture of collaboration that reward long-term performance and discipline, along with peer reviews. The compensation structure based on long-term performance ensures that there is never any motivation to make any short-term decisions or trades. 

The combined strengths of MFS’s collaborative approach are the cornerstone of its investment process, generating better opportunities and better investment decisions. This same approach underlies the design of Sun Life MFS funds.

With a vast range of global expertise, long-term discipline and active risk management, Sun Life MFS Funds can help you seize opportunities around the world.


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.


Views expressed regarding a particular company, security, industry or market sector should not be considered an indication of trading intent of any mutual funds managed by SLGI Asset Management Inc. or sub-advised by MFS Investment Management. These views are subject to change and are not to be considered as investment advice nor should they be considered a recommendation to buy or sell.

The information provided is not intended to be investment advice. Investors should consult their own professional advisor for specific investment and/or tax advice tailored to their needs when planning to implement an investment strategy to ensure that individual circumstances are considered properly, and action is taken based on the latest available information.