Toronto ON M5K 1B7 MFS Balanced Fund is an open-end fund incorporated in Canada. This document contains key information you should know about Sun Life MFS Global Growth Fund - Series A. Sun Life Guaranteed Investment Funds (GIFs) is an industry-leading suite of segregated fund contracts offering the benefits of protection and potential for investment growth. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The Fund's investment objective is to seek capital appreciation and income, with a small bias towards capital appreciation, by investing primarily in a mix of equity and fixed income mutual funds. Current . The Russell 1000 Index grew to $51,232 and the U.S. Equity Category Average … MFS also introduced the first globally diversified fixed-income mutual fund, the first global balanced fund, and the first high-yield municipal bond fund, and launched one of the first in-house research departments in the business, in 1932. Sun GIF Solutions Sun Life MFS International Value Investment Series A invests directly in units of the Sun Life MFS International Value Fund (the "underlying fund"). ; Identifying world-class sub-advisors and making their stand-alone funds available to your plan members. Access your MFS mutual fund, IRA, 529 savings plan accounts, quaterly statements, and sign up for eDelivery. MFS Balanced Fund is an open-end fund incorporated in Canada. 0.45. Morningstar star ratings are an objective, quantitative measure of a fund's historical risk-adjusted performance relative to other funds in its category, and are calculated from a fund's 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. Sun Life MFS Canadian Equity I: 4.6: This table shows the breakdown of the fixed income holdings within the fund; Fixed income % of fixed income allocation: Government bonds : 35.7: Corporate bonds: 36.6: Securitized: 11.3: Cash & Equivalents: 16.2: Derivatives: 0.2: Cash and cash equivalents are not shown. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. Morningstar star ratings are an objective, quantitative measure of a fund's historical risk-adjusted performance relative to other funds in its category, and are calculated from a fund's 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. A (FE) 1.00. It shows the biggest growth over 10 years for the Sun Life MFS U.S. Growth Fund, Series F ending with $57,827. Sun Life MFS International Opportunities Class (formerly, Sun Life MFS International Growth Class) Sun Life Excel Emerging Markets Balanced Fund Sun Life NWQ Flexible Income Fund Canada. Morningstar star ratings are an objective, quantitative measure of a fund's historical risk-adjusted performance relative to other funds in its category, and are calculated from a fund's 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. F. 0.75. As announced on June 7, 2016, this fund is closed to new investors and will be merging unto the Sun Life Granite Balanced Portfolio, effective on or about August 26, 2016. For more information visit www.sunlifeglobalinvestments.com or connect with us on Twitter @SLGI_Canada. Fund overview. Sun Life MFS Balanced Growth Fund is an open-end fund incorporated in Canada. O. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Sun Life MFS Balanced Value Fund - Series D June 17, 2016 This document contains key information you should know about Sun Life MFS Balanced Value Fund - Series D. You can find more details in the fund's simplified prospectus. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. As of January 31, 2020, Sun Life Global Investments manages $29.68 billion on behalf of institutional and retail investors from coast-to-coast and is a member of the Sun Life group of companies. Get MUTUAL:SUN659 mutual fund information for Sun-Life-MFS-Balanced-Growth-D, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more Sun Life MFS Balanced Value Fund - Series A June 17, 2016 This document contains key information you should know about Sun Life MFS Balanced Value Fund - Series A. Sun Life MFS Balanced Value Fund is an open-end fund incorporated in Canada. Sun Life MFS Balanced Value Fund - Series A June 17, 2016 This document contains key information you should know about Sun Life MFS Balanced Value Fund - Series A. The portfolio analysis section is representative of the underlying Fund. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located outside of Canada and the U.S. that are considered to be undervalued compared to their perceived worth. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We are in the process of updating our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … Sun Life MFS Balanced Growth Fund is an open-end fund incorporated in Canada. 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With segregated fund contracts, Clients can also benefit from the features of an insurance contract, including efficient estate settlement. Sign up here. If the value of the fund’s assets decreases, so will the value of your units. Before it's here, it's on the Bloomberg Terminal. Login. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … Sun GIF Solutions Sun Life MFS US Equity Investment Series F invests directly in units of the Sun Life MFS U.S. Equity Fund (the "underlying fund"). MFS MERIDIAN FUNDS - GLOBAL EQUITY FUND A1 FONDS Fonds (WKN 989632 / ISIN LU0094560744) – Aktuelle Kursdaten, Nachrichten, Charts und Performance. The Fund seeks to provide investors with a superior real rate of return through both capital appreciation and income. Just as its name implies, the Sun Life Prosperity Balanced Fund is the middle of bonds and equities -- a mix of fixed income and investments with high growth potential, like stocks/equity securities. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. New Management Fee. When autocomplete results are available use up and down arrows to review and enter to select. You can find more details in the fund's simplified prospectus. Jusqu’à ce que ce soit fait, toutes les références à Placements mondiaux Sun Life (Canada) inc. doivent être interprétées comme Gestion d’actifs PMSL inc. Nous avons aussi regroupé les activités de la Sun Life liées aux fonds communs de placement, aux fonds distincts, aux rentes et aux produits de placement garantis sous la marque collective Placements mondiaux Sun Life. Get MUTUAL:SUN9918 mutual fund information for Sun-Life-MFS-MBU-Balanced-Growth-ClassFX, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more 2 Group Fund Manager: SLGI Asset Management Inc. Get MUTUAL:SUN659 mutual fund information for Sun-Life-MFS-Balanced-Growth-D, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more ; The investment solutions sub-advised by Sun Life Global Investments are available as segregated funds exclusively through Sun Life Group Retirement Services*. Sun Life MFS Low Volatility International Equity Fund - Series F5 Sun Life MFS Low Volatility International Equity Fund - Series F8 Sun Life MFS U.S. Equity Fund The Fund seeks to provide investors with a superior real rate of return through both capital appreciation and income. All changes are effective October 1, 2017. 0.75. CLOSE X. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. … Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. You can find more details in the fund's simplified prospectus. If you check this box, anyone using the computer you are working from now will be able to enter your mfs.com homepage without having to know or enter your user name and password. 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