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Sun Life MFS Diversified Conservative Balanced

Built for the next generation

Built on a strong foundation to help Clients leave a meaningful legacy.

At Sun Life Global Investments our goal is to create unique investment opportunities for Clients that provide value and protection at a competitive price.

Partnering with world-class asset manager, MFS1 Investment Management and their over 100 years of investment management experience, we have created our Sun GIF Solutions MFS Diversified Conservative Balanced fund.  Available in our Estate Heritage Series only, it can help older clients preserve a legacy they want to leave for their next generation.

For more than a century, investors have trusted MFS Investment Management to achieve their investment goals using their single purpose philosophy – to create value responsibly. That’s why we’ve partnered with MFS to sub-advise the: 

Sun GIF Solutions MFS Diversified Conservative Balanced

Fund Objective:

The fund's investment objective is to seek capital appreciation and income, with bias towards income, by investing primarily in fixed income mutual funds and to a lesser extent equity mutual funds

Reasons to Invest:

  • A Canadian fixed income balanced fund made up of mainly core bonds
  • Core plus Canadian bond component is designed for income, reasonable safety of capital, and moderate growth
  • Invests predominantly in a stable foundation of high-quality Canadian government and corporate bonds
  • Adds global and Canadian equities to a lesser degree, investing in high quality, sustainable businesses located anywhere in the world, as well as high quality, attractively valued businesses with above average growth prospects.
  • Available in Estate Heritage Series only
  • Available for Clients between the ages of 81 – 853
  • 100% Death Benefit Guarantee2
  • $500 deposit minimum

Fund

FEL MER4

FEL fund code

 F Class MER4 F class Fund Code

Risk Rating

Sun GIF Solutions MFS Diversified Conservative Balanced

2.80

SH10A

 1.72 SH60A

Low-to-medium

1 MFS Investment Managers are sub-advisors for the underlying mutual funds held within the Sun GIF Solutions MFS Diversified Strategies.

2 Withdrawals will affect guarantees

3Deposits available until December 31st in the year the client turns 85.

4MERs are as of December 31st 2024.

Sun Life GIFs are individual variable annuity contracts issued by Sun Life Assurance Company of Canada, a member of the Sun Life group of companies. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value.