Built on a strong foundation to help Clients build for the future.
At Sun Life Global Investments our goal is to create unique investments opportunities for Clients that provide value and protection at a competitive price. Partnering with world-class asset manager, MFS1 Investment Management, we have created five carefully constructed funds.
About MFS
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 Life MFS Diversified Strategies
Five distinct strategies, each specifically designed to offer unique blends of investment funds sub-advised by MFS Investment Management. Growth potential and diversification combined with the benefits and guarantees of a segregated fund insurance contract. And with the attractive price point, unique architecture and added protection, these make powerful solutions for Clients.
Discover the Sun Life MFS Diversified Strategies:
Sun GIF Solutions MFS Diversified Balanced
- Sun Life MFS Canadian Bond Fund 30%
- Sun Life MFS Global Growth Fund 40%
- Sun Life MFS Canadian Equity Fund 10%
- Sun Life MFS Low Volatility Global Equity Fund 20%
Sun GIF Solutions MFS Diversified Canadian Equity
- Sun Life MFS Canadian Equity Fund 70%
- Sun Life MFS U.S. Growth Fund 10%
- Sun Life MFS U.S. Value Fund 10%
- Sun Life MFS U.S. Equity Fund 10%
Sun GIF Solutions MFS Diversified U.S. Equity
- Sun Life MFS U.S. Growth Fund 40%
- Sun Life MFS U.S. Value Fund 30%
- Sun Life MFS U.S. Equity Fund 30%
Sun GIF Solutions MFS Diversified International Equity
- Sun Life MFS International Opportunities Fund 70%
- Sun Life MFS Low Volatility Int’l Equity Fund 30%
Sun GIF Solutions MFS Diversified Global Equity
- Sun Life MFS Global Growth Fund 40%
- Sun Life MFS Global Value Fund 30%
- Sun Life MFS Low Volatility Global Equity Fund 30%
Fund name |
FEL/CB MER3 |
FEL fund code |
CB fund code |
F class MER3 |
F class fund code |
O class MER4 |
O class fund code |
Risk Rating |
|---|---|---|---|---|---|---|---|---|
2.25 |
SI194 |
SI794 |
1.12 |
SI694 |
0.48 |
SI594 |
Low-to-medium |
|
2.33 |
SI195 |
SI795 |
1.21 |
SI695 |
0.56 |
SI595 |
Medium |
|
| Sun GIF Solutions MFS Diversified U.S. Equity | 2.40 |
SI196 |
SI796 |
1.32 |
SI696 |
0.48 |
SI596 |
Medium |
2.39 |
SI197 |
SI797 |
1.32 |
SI697 |
0.55 |
SI597 |
Medium |
|
| Sun GIF Solutions MFS Diversified Global Equity | 2.35 |
SI198 |
SI798 |
1.29 |
SI698 |
0.56 |
SI598 |
Low-to-medium |
Sun Life MFS Diversified Strategies
Available in Sun GIF Solutions Investment Series - A savings option that lets you participate in the market knowing your investments can be protected with guarantees2 and insurance benefits, including estate planning advantages.
Resources
SGS MFS Diversified Strategies Advisor Brochure
SGS MFS Diversified Strategies Client Brochure
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Sun Life MFS Funds aim to create long-term, sustainable value for investors - with a smoother investment experience. They’ve delivered.
1 MFS Investment Managers are sub-advisors for the underlying mutual funds held within the Sun GIF Solutions MFS Diversified Strategies.
2 Withdrawals affect the value of contract guarantees.
3 All MERs shown are as of December 31, 2024.
4 The MER for O class does not include management fees or the advisor service fee, which are both paid by the redemption of units from the contract.
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.