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.
Source: Morningstar Direct. Data as of August 31, 2025.
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 August 31, 2025, 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.
Sun Life Core Advantage Credit Private Pool, Canadian Fixed Income category, overall rating - 5 stars (352 funds), 3 years - 5 stars (352 funds), 5 years - 5 stars (327 funds); Sun Life MFS Global Core Plus Bond Fund, Global Core Plus Fixed Income category, overall rating - 5 stars (263 funds), 3 years - 5 stars (263 funds), 5 years - 4 stars (203 funds), 10 years - 5 stars (82 funds); Sun Life MFS Canadian Bond Fund, Canadian Fixed Income category, overall rating - 4 stars (352 funds), 3 years - 4 stars (352 funds), 5 years - 4 stars (327 funds), 10 years - 4 stars (216 funds); Sun Life Granite Growth Portfolio, Global Equity Balanced category, overall rating - 4 stars (1082 funds), 3 years - 4 stars (1082 funds), 5 years - 3 stars (923 funds), 10 years - 4 stars (596 funds); Sun Life Granite Balanced Portfolio, Global Neutral Balanced category, overall rating - 4 stars (1443 funds), 3 years - 3 stars (1443 funds), 5 years - 3 stars (1197 funds), 10 years - 4 stars (756 funds); Sun Life MFS Global Total Return Fund, Global Neutral Balanced category, overall rating - 4 stars (1443 funds), 3 years - 3 stars (1443 funds), 5 years - 4 stars (1197 funds), 10 years - 4 stars (756 funds); Sun Life BlackRock Canadian Equity Fund, Canadian Focused Equity category, overall rating - 4 stars (474 funds), 3 years - 4 stars (474 funds), 5 years - 3 stars (459 funds), 10 years - 4 stars (343 funds); Sun Life MFS U.S. Growth Fund, U.S. Equity category, overall rating - 4 stars (1022 funds), 3 years - 5 stars (1022 funds), 5 years - 3 stars (899 funds), 10 years - 5 stars (562 funds); Sun Life MFS International Value Fund, International Equity category, overall rating - 4 stars (580 funds), 3 years - 4 stars (580 funds), 5 years - 2 stars (538 funds), 10 years - 5 stars (312 funds); Sun Life MFS International Opportunities Fund, International Equity category, overall rating - 4 stars (580 funds), 3 years - 3 stars (580 funds), 5 years - 3 stars (538 funds), 10 years - 5 stars (312 funds); Sun Life MFS Low Vol Intl Equity Fund, International Equity category, overall rating - 4 stars (580 funds), 3 years - 4 stars (580 funds), 5 years - 4 stars (538 funds); Sun Life MFS Global Growth Fund, Global Equity category, overall rating - 4 stars (1549 funds), 3 years - 2 stars (1549 funds), 5 years - 3 stars (1266 funds), 10 years - 5 stars (681 funds); Sun Life MFS Global Value Fund, Global Equity category, overall rating - 4 stars (1549 funds), 3 years - 3 stars (1549 funds), 5 years - 4 stars (1266 funds), 10 years - 4 stars (681 funds); Sun Life MFS Low Vol Global Equity Fund, Global Equity category, overall rating - 4 stars (1549 funds), 3 years - 3 stars (1549 funds), 5 years - 4 stars (1266 funds); Sun Life Tactical Equity ETF Portfolio F, Global Equity category, overall rating - 4 stars (1549 funds), 3 years - 3 stars (1549 funds), 5 years - 4 stars (1266 funds).
