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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.

Our world-class sub-advisor, MFS Investment Management1 brings over 100 years of investment management experience in the U.S. to 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, American investors have trusted MFS Investment Management to achieve their investment goals using their single-purpose philosophy – to create value responsibly. 

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.
Donut chart showing the investment allocation for Sun GIF Solutions MFS Diversified Conservative Balanced Fund: 70% Sun Life MFS Canadian Bond, 10% Sun Life MFS Global Growth, 10% Sun Life MFS Canadian Equity and 10% Sun Life MFS Low Volatility Global Equity.
  • 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

2.86

sh10a

1.73

sh60a

Low

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

2 See the information folder and contract for details on the guarantees available. Withdrawals affect the value of contract guarantees.

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

4MERs as of December 31st 2025.