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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 almost 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%

$100,000 initial minimum investment per fund

Fund name

FEL/CB MER3

FEL fund code

CB fund code

F class MER

F class fund code

 O class MER4

O class fund code

Risk Rating

Sun GIF Solutions MFS Diversified Balanced

2.22

SI194

SI794

1.07

SI694

0.49

SI594

Low-to-medium

Sun GIF Solutions MFS Diversified Canadian Equity

2.21

SI195

SI795

1.21

SI695

0.58

SI595

Medium
Sun GIF Solutions MFS Diversified U.S. Equity

2.39

SI196

SI796

1.33

SI696

0.50

SI596

Medium

Sun GIF Solutions MFS Diversified International Equity

2.38

SI197

SI797

1.31

SI697

0.58

SI597

Medium
Sun GIF Solutions MFS Diversified Global Equity

2.35

SI198

SI798

1.30

SI698

0.57

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

Investment GIF e-App

Feel confident in your digital business!
Submit and manage your segregated fund applications from anywhere.

Sun Life MFS Funds

Are you settling for just OK? 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.

3All MERs shown are as of December 31, 2022.
4The 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.