Sun GIF Solutions Sun Life MFS International Value Investment Series A Investment Series A-Class $16.0094 Net asset value per security (NAVPS) as of January 20, 2021-$0.1178 | -0.73% Benchmark MSCI EAFE C$ Fund category International … 5) The largest of the remaining stocks are assigned to the small-cap group until cumulative capitalization equals or exceeds 97% of the total capitalization of the style zone. The objective of this fund is to provide growth and interest income by investing in a bundle of underlying mutual funds including Sun Life MFS International Growth Fund as its main investment. Returns for funds less than 1 year old cannot be displayed. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. By signing in, you agree to these terms and conditions. This document contains key information you should know about Sun Life MFS International Opportunities Fund - Series O. The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. g�X���8VB��>��z��Qi��p*! 4) The largest of the remaining stocks are assigned to the mid-cap group until cumulative capitalization equals or exceeds 90% of the total capitalization of the style zone. The investment objectives and strategies of the two funds will not change. Research current and historical price charts, top holdings, management and full profile. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. � The Fund's objective is to seek capital appreciation. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. <>stream The calculation is simply the average of the returns for all the funds in a given category. Collaborative. © SLGI Asset Management Inc., 2021. The investment objectives and strategies of the two funds will not change. 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. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. The portfolio analysis section is representative of the underlying Fund. Morningstar Market Capitalization Breakdown Stocks are first divided into seven style zones based on their country of domicile: United States, Latin America, Canada, Europe, Japan, Asia ex-Japan, and Australia/New Zealand. Global. Effective June 1, 2020, Sun Life MFS International Growth Fund was renamed Sun Life MFS International Opportunities Fund. Past performance is no guarantee of future results. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. Sun Life Global Investments reviews the risk rating for each fund at least once a year, as well as when a fund undergoes a material change. David A. Antonelli, Vice Chairman & Portfolio Manager; Seek geographic equity diversification outside of Canada and the U.S. (international equities) with growth characteristics. are comfortable with medium investment risk. The investment objectives and strategies of the two funds will not change. MSCI ESG Research LLC’s (“MSCI ESG”) Fund Metrics products (the “Information”) provide environmental, social and governance data with respect to underlying securities within more than 23,000 multi-asset class Mutual Funds and ETFs globally. This document contains key information you should know about Sun Life MFS International Opportunities Fund - Series T5. Collaborative. La fusion ne constituait pas un changement important pour le Fonds croissance international MFS Sun Life. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. About Sun Life MFS International Opportunities Fund Sun Life MFS International Opportunities Fund is an open-end fund incorporated in Canada. All rights reserved. The median would be the fiftieth fund. Risk management is intrinsic to MFS’ entire investment process. Sun Life MFS International Opportunities Fund. 00030136 | Sun Life MFS International Opportunities Fund (formerly, Sun Life MFS International Growth Fund) | SLGI Asset Management Inc. The new names will be Sun Life MFS International Opportunities Fund and Sun Life MFS International Opportunities Class, respectively. MFS believes ideas improve when they're carefully reviewed and constantly challenged. Performance charts for Sun Life MFS International Opportunities Fund (SUNSUHA) including intraday, historical and comparison charts, technical analysis and trend lines. considered to have above-average earnings growth potential compared to other issuers by investing primarily in securities of Sun Life MFS International Opportunities Fund or its successor fund (the … The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of … Sun Life MFS Intl Opportunities ClassFT5 (SUN55403) 15.78 +0.07 (+0.41% ... considered to have above-average earnings growth potential compared to other issuers by investing primarily in units of Sun Life MFS International Growth Fund or its successor fund (the ""underlying Trust Fund""). The Fund's investment objective seeks to provide capital appreciation . Within a group, the top 25% (or quarter) of the funds are in the first quartile, the next 25% are in the second quartile, the next group in the third quartile, and the bottom 25% of funds with the poorest relative performance are in the fourth quartile. Fund expenses You don't pay these expenses directly. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Sun Life Money Market Fund MFS or MFS Investment Management refers to MFS Investment Management Canada Limited and MFS Institutional Advisors, Inc. Sun Life Global Investments … NOTE: effective June 1, 2020, the name of Sun Life MFS International Growth Fund will change to Sun Life MFS International Opportunities Fund Investment objective The Fund's investment objective is to seek … The line graph compares the growth of a $10 000 investment from October 2010 to October 2020 for the Sun Life MFS International Opportunities Fund, … Views expressed are those of MFS Investment Management Canada Limited, sub-advisor to select Sun Life mutual funds for which SLGI Asset Management Inc. acts … If 100 funds are being compared, there would be four quartiles of twenty-five funds each. The standard category average calculation is based on constituents of the category at the end of the period. Companies are rated … Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Sun Life MFS International Oppor tunities Fund - Series O [formerly Sun Life MFS International Grow th Fund] July 21, 2020. Sun Life has operations in a number of … They affect you because they reduce the fund's returns. About Sun Life Global Investments (Canada) Inc. Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers outside of Canada and the U.S. that are considered to have above-average earnings growth potential compared to other issuers. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. The Fund’s investment objective is to seek capital appreciation by investing primarily in equity securities of issuers outside of Canada and the U.S. that are considered to have above-average earnings growth potential compared to other issuers. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. MFS believes ideas improve when they're carefully reviewed and constantly challenged. The new names will be Sun Life MFS International Opportunities Fund and Sun Life MFS International Opportunities Class, respectively. The Global Industry Classification Standard ("GICS") was developed by and is the exclusive property and a service mark of MSCI Inc. ("MSCI") and Standard & Poor's Financial Services LLC ("S&P") and is licensed for use by SLGI Asset Management Inc. The Morningstar Style BoxTM reveals a fund's investment strategy. The MSCI ESG Quality Score measures the ability of underlying holdings to manage key medium to long-term risks and opportunities … The new names will be Sun Life MFS International Opportunities Fund and Sun Life MFS International Opportunities Class, respectively. 6) The remaining stocks are assigned to the micro-cap group. A fund's category may change at any time. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). Sun Life MFS Intl Opportunities ClassAT5 (SUN5128) 16.74 +0.16 (+0.98% ... considered to have above-average earnings growth potential compared to other issuers by investing primarily in units of Sun Life MFS International Growth Fund or its successor fund (the ""underlying Trust Fund""). Neither MSCI, S&P, nor any other party involved in making or compiling the GICS or any GICS classifications makes any express or implied warranties or representations with respect to such standard or classification (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability and fitness for a particular purpose with respect to any of such standard or classification. MFS Investment Management has guided investors through every market condition imaginable. The calculators are educational and/or illustrative tools and do not constitute advice with respect to investment, insurance, financial, legal, tax, accounting or similar matters. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any mutual fund or returns on investment in any mutual fund. Investment Strategy: The Fund’s investment objective is to seek capital appreciation through exposure to primarily equity securities of issuers outside of Canada and the U.S. that are considered to have above-average earnings growth potential compared to other issuers by investing primarily in units of Sun Life MFS International … This rating is based on how much the fund's returns have … Sun Life MFS International Oppor tunities Fund - Series F 2. %���� General Sun Life MFS International Opportunities Fund. The information provided on this page should be read in conjunction with the fund's prospectus or summary prospectus for the portfolio being offered, which are available online here or by contacting MFS… The Fund's objective is to seek capital appreciation. For periods greater than one year, the indicated rates of return are the historical annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Performance analysis (as of December 31, 2020) CALENDAR YEAR YTD 2019 2018 2017 2016 2015 2014 2013 … For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long). The calculator generates an approximate rate of return using performance information as at the first business day of each month in your chosen time frame. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Performance charts for Sun Life MFS International Opportunities Fund (SLMFSIGF) including intraday, historical and comparison charts, technical analysis and trend lines. From the highest highs to the lowest lows, the firm has spent decades refining its investment process according to four key principles: work from the bottom up, take a global perspective, collaborate, and manage risk. If the value of the fund’s assets decreases, so will the value of your units. Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. Sun Life MFS International Oppor tunities Fund - Series A Risk rating SLGI Asset Management Inc. has rated the volatility of this fund as Medium. Improve when they 're carefully reviewed and constantly challenged Budden in Canada formerly Sun Life MFS Grow. Of the period performance is the cornerstone of successful investing tunities fund Series. 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