Built on a strong foundation to help clients invest 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. Sub-advised by world-class asset manager, MFS Investment Management1, we have created five carefully constructed funds.
About MFS
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 Life MFS Diversified Strategies
Five distinct strategies, each specifically designed to offer unique blends of investment funds, sub-advised by MFS Investment Management. These funds offer growth potential and diversification, combined with the benefits and guarantees of a segregated fund contract. And with the competitive price point, unique architecture and added protection, these can be 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/NL2/NL3 MER3 |
FEL fund code |
No-load 2-year4 |
No-load 3-year4 |
F class MER3 |
F class fund code |
O class MER3/5 |
O class fund code |
Risk rating |
|---|---|---|---|---|---|---|---|---|---|
2.25 |
si194 |
si794 |
si894 | 1.14 |
si694 |
0.47 |
si594 |
Low-to-medium |
|
2.32 |
si195 |
si795 |
si895 | 1.20 |
si695 |
0.55 |
si595 |
Medium |
|
| Sun GIF Solutions MFS Diversified U.S. Equity | 2.41 |
si196 |
si796 |
si896 | 1.32 |
si696 |
0.47 |
si596 |
Medium |
2.41 |
si197 |
si797 |
si897 | 1.32 |
si697 |
0.54 |
si597 |
Medium |
|
| Sun GIF Solutions MFS Diversified Global Equity | 2.38 |
si198 |
si798 |
si898 | 1.28 |
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, 2025.
4 Previously known as Advisor chargeback (CB).
5 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.