3) The largest of the remaining stocks are assigned to the large-cap group until cumulative capitalization equals or exceeds 70% of the total capitalization of the style zone. Collaborative. The Fund’s investment objective is to seek capital appreciation through exposure to primarily equity securities of issuers located anywhere in the world that are considered to have above … The Fund's objective is to seek capital appreciation. Aditya Birla Sun Life Small cap Fund - Regular Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. General 17.0. Sun GIF Solutions Sun Life MFS Global Growth Estate … Capitalization assignments are determined as follows: 1) For all stocks in a style zone, the market cap of each stock is converted into a common currency. 2) The stock that causes cumulative capitalization to equal or exceed 40% of the style zone's total cap is the final one assigned to the giant-cap group. Want to add global equity diversification with growth characteristics to their investment portfolio. SunWise Essential Sun Life MFS Global Value Segregated Fund .....197 SunWise Essential Sun Life MFS International Growth Segregated Bundle The Fund invests in … Discover Sun Life Global Investments’ flagship family of investment solutions. 13.8. 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. Value Fund : Value Fund : Fund has 98.72% investment in indian stocks of which 33.94% is in large cap stocks, 27.96% is in mid cap stocks, 35.76% in small cap stocks. Sun Life MFS Global Growth Fund - Series F: 13.8. close the customer sign in panel by clicking on the x button, Investment-linked insurance funds overview, Policyholder dividend information overview, Sun Life Prosperity Government Securities Fund, Sun Life Prosperity Dollar Abundance Fund, The moderately aggressive investor overview, Sun Life Prosperity Dollar Advantage Fund, Sun Life Prosperity Dollar Wellspring Fund, Sun Life Prosperity Philippine Stock Index Fund, Sun Life Prosperity Philippine Equity Fund, Sun Life Prosperity World Equity Index Feeder Fund, Sun Life Prosperity Funds: Downloadable Forms, My Sun Life client account registration guide, How to secure and protect your loved ones. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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. The Fund's objective is to seek capital appreciation. The Fund's objective is to seek capital appreciation. Detailed price information for Sun Life Granite Balanced Portfolio Series A - D (CADFUNDS: SUN248.CF) from The Globe and Mail including charting and trades Morningstar category averages are equal-weighted category returns. Underlying fund 'Sun Life Granite Growth Portfolio' performance is displayed for a time frame prior to May 04, 2015. Sun Life MFS McLean Budden Global Research Equity Fund merged into Sun Life MFS Global Growth Fund on November 16, 2012. The line graph compares the growth of a $10 000 investment from October 2010 to December 2020 for the Sun Life MFS Global Growth Fund, Series F, with the MSCI All Country World Index and the Global Equity Category Average. The Fund may invest in foreign currency denominated financial assets, which may include, but is not limited to: … Minimum Continuing Capital and Surplus Requirements ("MCCSR") (4) ratio for Sun Life Assurance Company of Canada of 221%. The calculation is simply the average of the returns for all the funds in a given category. View the latest VUL Global Growth Fund Performance Report. 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. 14.4. 1The Global Growth Fund is not a security. Learn more about privacy and how we collect data to provide you with more relevant content. Sun Life Global Investments is reducing the management fees on a majority of its fund series by five basis points. 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). Click this button to collapse it. MFS Investment Management has guided investors through every market condition imaginable. The decision to reduce fees comes at a time when financial security – a key … The Fund's objective is to seek capital appreciation. By signing in, you agree to theseterms and conditions. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Performance charts for Sun Life MFS Global Growth Fund (SLMFSGGF) including intraday, historical and comparison charts, technical analysis and trend lines. Region and language selection is expanded. Research current and historical price charts, top holdings, management and full profile. David A. Antonelli, Vice Chairman & Portfolio Manager; Jeffrey C. Constantino, CFA, CPA, Investment Officer & Portfolio Manager. Global Growth Fund is offered as a fund option exclusive to Sun MaxiLink Dollar One, Sun FlexiDollar and Sun FlexiDollar1, which are investment-linked life insurance products regulated by the Insurance Commission1. The Fund’s investment objective is to seek capital appreciation through exposure to primarily equity securities of issuers located anywhere in the world that are considered to have above-average earnings growth potential compared to other issuers by investing primarily in units of Sun Life MFS Global Growth Fund or its successor fund (the "underlying Trust Fund"). Past performance is no guarantee of future results. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. Sun Life MFS Global Growth Fund: Date of Formation: Sep 10 2010: Auditor: Ernst & Young LLP: Sales Compensation: Front end or deferred load charge (Principal) Custodian: RBC Investor Services Trust: Investment Fund Type: Other (Principal) Distributor: Eligible for RRSP: Yes: Investment Portfolio Manager: SLGI Asset Management Inc. Financial Year-End: Dec 31: Trustee: SLGI Asset … The stocks in each style zone are ordered in descending order by size, and a cumulative capitalization as a percentage of total sample capitalization is calculated as each stock is added to the list. 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. 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. SLGI Asset Management Inc. … © ${currentYear} Morningstar Research Inc. All Rights Reserved. 6.0. We believe that Canadians have the best opportunity for investment success by using the services of a professional financial advisor. are comfortable with medium investment risk. We are honoured by this demonstration of trust. Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located anywhere in the world that are considered to have above-average earnings growth … 5.Sun Life BlackRock Canadian Composite Equity Fund, Series I6.2% 6.Sun Life Schroder Global Mid Cap Fund, Series I 6.2% 7.Sun Life MFS U.S. Growth Fund, Series I 6.1% 8.Sun Life Excel Emerging Markets Fund, Series I 5.8% 9.PH&N Bond Fund, Series O 5.3% 10.Sun Life … General Sun Life Financial's annual reports provide our shareholders, Clients, industry watchers and the public with a look at our financial performance and goals. I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. The point in which half the funds had better performance and half had worse performance is the median. ¹Returns for periods longer than one year are annualized. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. Performance; Analysis; Risk; Price; Portfolio; People; Parent The Morningstar Style BoxTM reveals a fund's investment strategy. The Fund may invest in foreign currency denominated financial assets, which may include, but is not limited to: common stocks and related securities, such as preferred stock and convertible securities; USD-denominated mutual funds, USD-denominated exchange-traded funds (ETFs), and any securities similar to said funds. Please read the prospectus before investing. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. Get bright news and tips delivered to your inbox, 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, Taguig City 1634. In depth view into SUN400 (Sun Life MFS Global Growth F) including performance, dividend history, holdings and portfolio stats. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Sun Life MFS Global Growth F (SUN400) 29.38 +0.15 ( +0.51% ) CAD | … The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located anywhere in the world that are considered to have above-average earnings growth potential compared to other issuers. Sun GIF Solutions Sun Life Granite Growth Investment Series A invests directly in units of the Sun Life Granite Growth Portfolio (the "underlying fund"). Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Current value of a $10,000 investment Initial investment amount: $ Compare with category average Time frame: Start. 2/F Sun Life Centre, 5th Avenue corner Rizal Drive. Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. Ratings and/or ranking information is subject to change monthly. The Canadian Business Growth Fund will make investments in small- and medium-sized Canadian companies seeking long-term, patient, minority capital to finance continued growth and to allow the scaling up of existing operations. This document contains key information you should know about Sun Life MFS Global Growth Fund - Series F. You can … General TORONTO, May 20, 2020 /CNW/ - Sun Life Global Investments (Canada) Inc. ("Sun Life Global Investments") announced today that effective June 1, 2020, Sun Life MFS International Growth Fund and Sun Life MFS International Growth Class will be renamed.The new names will be Sun Life MFS International Opportunities Fund and Sun Life … The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located in the United States that are considered to have above-average earnings growth potential compared to other companies. Returns are for the period from the fund’s inception date of September 30, 2010 to December 31, 2010. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 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 … Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Register to unlock ratings. 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. Growth Fund Growth Fund is offered as a fund option exclusive to Sun MaxiLink One, which is an investment-linked life insurance product regulated by the Insurance Commission. *Global Industry Classification Standard (GICS). Aditya Birla Sun Life Floating Rate Fund - Direct Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 8.1. 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. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. ²Partial calendar year. 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 … 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. The merger was not a material change for Sun Life MFS Global Growth Fund. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Typical investment amounts in each company will range between $3 million and $20 million. 11.5. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. The two firms have 150 years of investing history between them. 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. Sun Life MFS McLean Budden Global Research Equity Fund merged into Sun Life MFS Global Growth Fund on November 16, 2012. 10.2. The merger was not a material change for Sun Life MFS … 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. 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. 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. Sun Life Assurance … Management companySLGI Asset Management Inc. Sub-advisorMFS Investment Management Canada Limited. Bottom up. Analysts in many of the world's major financial centers scour the globe for opportunities. 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. The Fund's investment objective seeks to provide capital appreciation. You are about to be redirected to a page that is not optimized for this device. Risk management is intrinsic to MFS' entire investment process. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. The standard category average calculation is based on constituents of the category at the end of the period. MFS believes ideas improve when they're carefully reviewed and constantly challenged. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located anywhere in the world that are considered to have above-average earnings growth … Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Granite Multi-Risk Target Date. 11.4. It shows the biggest growth over 10 years for the Sun Life MFS Global Growth … MSCI All-Country World Index: 4.7. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located in the United States that are considered to have above-average earnings growth … The Fund … The Fund's objective is to seek capital appreciation. 9.5. 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. Returns are for the period from the Fund 's objective is to seek capital appreciation performance. Frame prior to making any investment decisions: Start Life Assurance Company of Canada, and these rankings are into... Investment objective seeks to provide you with more relevant content and summary Sun. 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