Effective November 27, 2021, the deferred sales charge and low load sales charge purchase options will no longer be available for purchase. Switches between funds of the same sales charge purchase option will be permitted.

Sun GIF Solutions Sun Life MFS Canadian Bond Estate Series O

Fund essentials - Sun GIF Solutions Sun Life MFS Canadian Bond Estate Series O

#Fund essentials - Sun GIF Solutions Sun Life MFS Canadian Bond Estate Series O
#Fund essentials - Sun GIF Solutions Sun Life MFS Canadian Bond Estate Series O
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Fund essentials

Inception date 09/11/2015
Min initial inv $ 100,000
Min additional inv $ 500
MER %^ 0.53
Management fee % 1.00
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Objective - 10

#Objective - 10
#Objective - 10
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Investment objective

The fund aims to provide investors with high investment returns primarily through income, with reasonable safety of capital. The fund may invest up to 30% of the fund's assets in foreign debt instruments.

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Fund suitability - 27

#Fund suitability - 27
#Fund suitability - 27
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This Fund may be suitable for investors who:

  • seek a moderate degree of income and potential for capital gains
  • are medium to long-term investors
  • are comfortable with low investment risk.
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Risk profile - Low

#Risk profile - Low
#Risk profile - Low
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Risk profile

Risk profile: Low

Refer to Simplified Prospectus for more detail.

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Management team - MFS - MFCB

#Management team - MFS - MFCB
#Management team - MFS - MFCB
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Management team

MFS Investment Management: 

  • Peter Kotsopoulos, CFA, Executive Vice President, Managing Director & Portfolio Manager; 
  • Robert Spector, CFA, Vice President & Portfolio Manager; 
  • Paul Marcogliese, CFA, Vice President & Portfolio Manager; 
  • Cort Conover, CFA, Vice President & Portfolio Manager
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10K

#10K
#10K
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The growth of $10K calculator calculates an approximate rate of return using the performance information as at the first business day of each month in your chosen timeframe.
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Management company - SLGI MFS InvInst

#Management company - SLGI + MFS InvInst
#Management company - SLGI + MFS InvInst
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Management company

SLGI Asset Management Inc.

Sub-advisor

MFS Investment Management Canada Limited; MFS Institutional Advisors, Inc.

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Approach - MFS Investment Management

#Approach - MFS Investment Management
#Approach - MFS Investment Management
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INVESTMENT MANAGEMENT APPROACH

MFS Investment Management

MFS Investment Management has guided investors through every market condition imaginable. From the highest highs to the lowest lows, the firm has spent decades refining its investment process according to four key principles: work from the bottom up, take a global perspective, collaborate, and manage risk.

Bottom up. MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing.

Global. Analysts in many of the world's major financial centers scour the globe for opportunities.
Collaborative. MFS believes ideas improve when they're carefully reviewed and constantly challenged.

Risk managed. Risk management is intrinsic to MFS  entire investment process.

MFS Investment Management joined forces with McLean Budden in Canada in November 2011. The two firms have 150 years of investing history between them. Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more.

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Notes and disclaimers - Fixed income - Sun Life Multi-Strategy Bond Fund

#Notes and disclaimers - Fixed income - Sun Life Multi-Strategy Bond Fund
#Notes and disclaimers - Fixed income - Sun Life Multi-Strategy Bond Fund
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NOTES AND DISCLAIMERS

Effective May 9, 2016, the Sun Life Beutel Goodman Canadian Bond was renamed Sun Life Multi-Strategy Bond.

^Management Expense Ratio is an estimate in the first year.

Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the issuer of Sun Life GIFs individual variable annuity contracts. A description of the key features of this contract is contained in the information folder.

Subject to any applicable death benefit and maturity guarantees, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value according to fluctuations in the market value of the assets of the segregated fund.

Please refer to sunlifegifs.com for additional information.

Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis.

Morningstar star ratings are an objective, quantitative measure of a fund's historical risk-adjusted performance relative to other funds in its category, and are calculated from a fund's 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. The top 10% of the funds in a category earn five stars; the next 22.5% four stars; the following 35% three stars; the next 22.5% two stars, and the bottom 10% one star. The Overall Rating is a weighted combination of the 3, 5, and 10-year ratings. Only funds with at least a three-year track record are considered, and ratings are calculated only for categories with at least 20 funds.

Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. The point in which half the funds had better performance and half had worse performance is the median. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. The median would be the fiftieth fund.

For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca.

The Morningstar Style BoxTM reveals a fund's investment strategy. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long).

Average credit quality gives a snapshot of the fund's overall credit quality. It is an average of each bond's credit rating, adjusted for its relative weighting in the fund. Morningstar, Inc. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. A DRO's ratings can change from time-to-time.

Morningstar category averages are equal-weighted category returns. The calculation is simply the average of the returns for all the funds in a given category. The standard category average calculation is based on constituents of the category at the end of the period.

Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. A fund's category may change at any time. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition.

The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters.

The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions.

© 2015 Morningstar Research Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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