Our sub-advisor MFS Investment Management shares its equity outlook for the second quarter of 2026.
Sun Life Global Investments wins 11 FundGrade A+® Awards
Sun Life Global Investments is pleased to announce that 11 of our funds have been awarded 2025 FundGrade A+® awards
These awards are given annually to investment funds and their managers who have shown consistent, outstanding risk-adjusted performance through the previous calendar year.
Sun Life Global Investments’ award-winning segregated funds for 2025 are:
Segregated Funds:
- Sun GIF Solutions CI Canadian Income & Growth
- Sun GIF Solutions Fidelity Floating Rate High Income
- Sun GIF Solutions Fidelity True North
- Sun GIF Solutions Sun Life MFS International Opportunities
- Sun GIF Solutions RBC North American Value
- Sun GIF Solutions Sun Life MFS Low Volatility Global Equity
- Sun GIF Solutions Sun Life MFS Low Volatility International Equity
- Sun GIF Solutions Sun Life Core Advantage Credit Private Pool
- Sun GIF Solutions MFS Diversified Canadian Equity
- Sun GIF Solutions Sun Life MFS US Mid Cap Growth
Mutual Fund:
Sun Life Core Advantage Credit Private Pool
Fund Name (Series A) |
CIFSC Category |
Fund Count |
FundGrade Start Date* |
FundGrade Calc Date |
Sun Life Core Advantage Credit Private Pool
|
Canadian Fixed Income |
110 |
12/31/2020 |
12/31/2025 |
* The end date for the FundGrade calculation is December 31, 2025.
Performance for the winning mutual funds for the period ending December 31, 2025, is as follows:
Sun Life Core Advantage Credit Private Pool: 2.2% (1 year), 5.0% (3 years), 0.1% (5 years), NA (10 years) and 1.0% (since inception February 26, 2020)
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
Commissions, trailing commissions, management fees and expenses all may be associated with investments in the funds. Please read the prospectus before investing. The indicated rates of return are historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Investments in the funds are not guaranteed; their values change frequently and past performance may not be repeated.
The FundGrade A+® rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a leading provider of market and investment funds data to the Canadian financial services industry and business media. The Fund-Grade A+® rating identifies funds that have consistently demonstrated the best risk-adjustedreturns throughout an entire calendar year. For more information on the rating system, please visit https://www.fundata.com/fundgrade.