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Our 4- and 5-star rated funds by MorningstarTM
Experience the strength of Sun Life Global Investments – where portfolio management expertise achieves 4- and 5-star MorningstarTM-rated mutual fund performance.
Sun Life Global Investments delivers global investment solutions that stand out for their performance, resilience, and long-term value. Our lineup includes a range of funds that have earned 4- and 5-star ratings (Series F) from MorningstarTM, demonstrating our commitment to excellence in investment management.
Search and filter our full collection of mutual funds and segregated funds. Access performance, daily prices, fund codes and distributions.
Collective expertise, long-term discipline and risk management. Build a solid core for your portfolio with these funds.
To learn more about how our 4- and 5-star funds can help you meet your investment goals, talk to your advisor today.
The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history.
The indicated rates of return are the 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 security holder that would have reduced returns. Morningstar Star Ratings reflect performance of Series F as of September 30, 2026, and are subject to change monthly. The ratings are an objective, quantitative measure of a fund’s historical risk-adjusted performance relative to other funds in its category. Only funds with at least a three-year track record are considered. The overall star rating for a fund is a weighted combination calculated from a fund’s 3, 5, and 10-year returns, as available, measured against the 91-day treasury bill and peer group returns. A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the middle 35% earns a fund 3 stars; those in the next 22.5% receive 2 stars; and the lowest 10% receive 1 star. For more details on the calculation of Morningstar Star Ratings, see www.morningstar.ca.