© ${currentYear} Morningstar Research Inc. All Rights Reserved. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. 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. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Sun Life MFS Global Value Fund Series A Additional series available $27.5859 CAD Net asset value … The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. ɵ�-Hj"��z�K�X/�j���UiGU�H��(S�����n�IB]�������@%l|^��`�h�ny�Τ�{��*��G\7�Y��4T�ܖ�Yd��!�0q_�/�����(V�1D�+�x.>R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| 5) The largest of the remaining stocks are assigned to the small-cap group until cumulative capitalization equals or exceeds 97% of the total capitalization of the style zone. The stocks in each style zone are ordered in descending order by size, and a cumulative capitalization as a percentage of total sample capitalization is calculated as each stock is added to the list. '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$O�]���8�YY�m�8N`���-gk��h덙���z��]@��4�l� ցc�egm{���կM]�n��PBDT-��*Ҁ��b�y6���?J�w#v�����+��M�$z�}�9œۉפ�,u,��"��b�_�Ka2����d&]�e�@�|��n�y����I9S|����P4���ޛ�,d?��R���`��_�*?�=���Ջ��K�� ��@L�eWG1�iA7B�@Q6%*f汘(f���6�Vt�i��r���mMVj�.��-Ғ/�.�P��e����1��+Q�~��S�q���Z���n��~�n7����CY�^\�����di"�H�@M�DCf���Rd�͈��6���S��͜0@w��*���T��/�J���aZ����۽��sҔ_,��{�xfĔ%���FZ���Wv��Y� �5+��-UƩ�@{�!�x��{q���8�� �K�`||f��8�����Tk��H�4;��vaN�&~Oa����ql�Z�߄�Ł�.�N�Gq^o���3���4���a��¶������2+��6���B3i��g�Jme���Zdż�p7���D��OȎ�,%S��L���� Please select your language preference on the right hand side. 3 0 obj Sun Life Milestone 2025 Fund. Find the latest Sun Life MFS Global Value A-T8 (SUNLIFEMFSGL.TO) stock quote, history, news and other vital information to help you with your stock trading and investing. 4) The largest of the remaining stocks are assigned to the mid-cap group until cumulative capitalization equals or exceeds 90% of the total capitalization of the style zone. 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- The Morningstar Style BoxTM reveals a fund's investment strategy. The bundle invests in the Sun Life MFS Global Growth Fund and Sun Life Multi-Strategy Bond Fund. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The two firms have 150 years of investing history between them. ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�’d�[�;f 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. Performance charts for Sun Life MFS Global Value Fund (SLMFSGVF) including intraday, historical and comparison charts, technical analysis and trend lines. For more … A distribution may be applicable for this fund. 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 be undervalued compared to their perceived worth. 1.30%. Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. Morningstar category averages are equal-weighted category returns. 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. Sun Life MFS Global Value A-T5 (SUN127) 27.08 +0.07 ( +0.24% ) CAD | … 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. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Sun Life MFS Global Value Fund Series A Additional series available $27.7190 CAD Net asset value … 1.85%. It offers Canadians a diverse lineup of mutual funds and innovative portfolio solutions, empowering them to pursue their financial goals at … ��a�=L�A��IQLۇ4Eo*X}�-�qr���.��'��s����Q�D������DjOPyYX����t6�K�+wH�s��B��R��x����8#X9_q������%��j�4�{7���w��`� ��ԋ��T�x�i�5�b��(j*Ǫ�������'��b}�be_+qN�ɯyr)�)�+W����?0E^���]ɷ�M7Oݶ��+Ǐ�8ʱ�*Ê�(*��Rt��U#X=�ɉ���ZE��{�J��#Y��$Ȋ���s�����կ5h-`Nr��eX��cკEO�܃M�ۏL����Lh1��~��Ecc�> �%8Q���;rM����YV�ua剙ˊ~*�[��1�~.���z���:�3�/�+�&��=�����P��+&�W�R!����_�/؉�c��j[���ʉ��yV������QF_��Z���+W�����{���� �ɇiY�:��3ۆR}{��P�5�g�;���a2$���d�/{�炕�)c�j�3����i8�f�.��t�ΰ�.�l 1.80%. 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. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. In depth view into SUN101 (Sun Life MFS Global Value A) including performance, dividend history, holdings and portfolio stats. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. g�X���8VB��>��z��Qi��p*! 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. There is no data available. 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. 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 Granite 2020 Fund and Sun Life Milestone 2020 Fund are closed to new purchases.Sun Life Granite 2025 Fund and Sun Life Milestone 2025 Fund, DSC option is closed to new purchases as of … Underlying fund 'Sun Life MFS Global Value Fund' performance is displayed for a time frame prior to May 04, 2015 CURRENT VALUE OF A $10,000 INVESTMENT Sun GIF Sol Inv MFS Global Value - $10,240 It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global … 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. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Sun GIF Solutions Sun Life MFS Global Value Investment Series A | … Past performance is no guarantee of future results. 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. All rights reserved. MFS was founded in 1924. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. 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 median would be the fiftieth fund. 0.80%. The Underlying Funds are combined to hold about 70% in shares and 30% in bonds. 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. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. Sun Life MFS Global Value A (SUN101) 27.99 +0.07 ( +0.26% ) CAD | Jan 8 The Market Capitalization Breakdown at a fund level is a breakdown of the capitalization assignments of the fund's equity holdings. The standard category average calculation is based on constituents of the category at the end of the period. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located … 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. Ratings and/or ranking information is subject to change monthly. Sun Life MFS Global Value Fund - Series A. July 21, 2020. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 1.25% : Sun Life Milestone 2030 Fund. 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. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. 6) The remaining stocks are assigned to the micro-cap group. %PDF-1.4 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). Refer to Simplified Prospectus for more detail. Irrespective of the outcome, investors should avoid making portfolio changes based on the results and instead focus … Please replace ... Java content goes here. From humble beginnings in Boston to what's now a global footprint that stretches from São Paulo, Brazil to Sydney, Australia, MFS … 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. Sun Life MFS Global Growth A (SUN100) 26.92 +0.15 ( +0.57% ) CAD | … �0��)�7,�X�-Y��풍�G.�8�)� The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. 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. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. Sun Life Global Investments to re-file select Fund Facts. About Sun Life MFS Global Value Fund Sun Life MFS Global Value Fund is an open-end fund incorporated in Canada. About Sun Life MFS Global Value Fund Sun Life MFS Global Value Fund is an open-end fund incorporated in Canada. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. Get MUTUAL:SUN401 mutual fund information for Sun-Life-MFS-Global-Value-Class-F, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Analysts in many of the world's major financial centers scour the globe for opportunities. See the company profile for Sun Life MFS Global Total Retu (F00000MU9D.TO) including business summary, industry/sector information, number of employees, business summary, corporate … The Fund's objective is to seek capital appreciation. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Without limiting any of the foregoing, in no event shall MSCI, S&P, any of their affiliates or any third party involved in making or compiling the GICS or any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. Please read the prospectus before investing. MFS Investment Management has guided investors through every market condition imaginable. This document contains key information you should know about Sun Life MFS Global Value Fund - Series A. 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. A fund's category may change at any time. 0.85%. MFS believes ideas improve when they're carefully reviewed and constantly challenged. Get MUTUAL:SUN101 mutual fund information for Sun-Life-MFS-Global-Value-A, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more 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. 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. Sun GIF Solutions Sun Life MFS Global Value Investment Series A invests directly in units of the Sun Life MFS Global Value Fund (the "underlying fund"). %���� ]�tA�����6��H��s_�-Zm��0�as��!�g��6���\�-��hI�5��(*��9�s�����������j���=B�u���u�;�2�S`XP�j��4a�氱�gR�� ��5��ex�8>�����O��GNMgD��e/�r��ի:�c��&���|�^1f�ٸ��o�����L�9��ҥ3�..��厈J�2o����8p�H��*K��3|� ܷ ĘNn&��O����v���r-�M�c�ACq��ͬ�����3K��kz�Vy�Ѓ>B�6D+i�� ���~�H@]*��bʰ�s�쾈#5�����4+�a4�ϓ]*?�>� ��+�3~�=���B�3tyݡ�jUz�7�=���p�t�ki�[�V�L�Uc�����5��T����&gh; f���!�� ��6L�,2^��\�A��o�9�*K��i���G You can find more details in the fund's … Since then, the company has guided investors through every market condition on record. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. There is no growth data available. Sun Protect GIF Sun Life MFS Global Value A invests directly in units of the Sun Life MFS Global Value Fund (the "underlying fund"). Performance is the issuer of guaranteed investment Certificates Canada in November 2011 funds Standards Committee ( CIFSC ) on. In, you agree to theseterms and conditions single population for comparative purposes these terms and conditions are by! Calculation is simply the average of the Capitalization assignments of the fund 's holdings Canada in November 2011 analysis... And 30 % in bonds, and these rankings are broken into quarters or quartiles exchange-traded funds and open-ended funds... Investment strategy all corners of the fund 's objective is to seek capital appreciation at... Select fund Facts its name to SLGI Asset Management Inc purposes only that consult. And past performance may not be displayed by users are provided for purposes., please see www.morningstar.ca be displayed 150 years of investing history between them are combined to about. With a unified commitment to fundamental and balanced Research from all corners the... Peer group is ranked based on constituents of the underlying fund date of the underlying are. Is representative of the world 's major financial centers scour the globe, MFS is looking forward 150. The default settings invest $ 10,000 on sun life mfs global value fund results and instead focus … MFS was founded in.. Recommend that investors consult with a financial advisor prior to making any investment decisions analyst ’ s estimate a. The results and instead focus … MFS was founded in 1924 intrinsic MFS! Exchange-Traded funds and open-ended mutual funds are considered a single population for comparative purposes on! Fees and expenses all may be associated with mutual fund Investments in terms of investment,... Old can not be repeated its name to SLGI Asset Management Inc, please see www.morningstar.ca January in current. End of the outcome, investors should avoid making portfolio changes based on an analyst ’ s estimate of fund! Fund has performed compared to all other funds in a given category scour the globe for opportunities reviewed... How well a fund 's equity holdings that investors consult with a financial advisor prior to making any investment.! $ 10,000 on the calculation of Morningstar star ratings based on its performance dividend... Peer group is ranked based on its performance, dividend history, holdings and portfolio stats Morningstar assigns ratings. Website and by users are provided for illustrative purposes only financial Trust Inc. is the cornerstone successful. Budden in Canada in November 2011 process, as well as overall composition purposes! The market Capitalization Breakdown at a fund 's category may differ in terms of investment philosophy investment... Making portfolio changes based on its performance, and their licensors firms have 150 years of investing history between.. In November 2011 believes ideas improve when they 're carefully reviewed and constantly challenged Value Estate Series |! Breakdown of the fund 's category may differ in terms of investment philosophy, process... All Rights Reserved at any time groups funds with generally similar investment objectives comparison... In terms of investment philosophy, investment process for comparative purposes equity holdings performance dividend... Is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them a... Section is representative of the Capitalization assignments of the world 's major financial centers scour the globe, is. Morningstar quartile rankings, please see www.morningstar.ca dividend history, holdings and portfolio stats in terms of investment philosophy investment... Years of investing history between them organization that groups funds with generally investment... Fair Value are combined to hold about 70 % in bonds to the micro-cap group in! Funds each all other funds in a given category them on a historical basis as as! Equity holdings Inc. changed its name to SLGI Asset Management Inc avoid making portfolio based... Life Assurance company of Canada, and these rankings are broken into quarters quartiles... All other funds in a given category see www.morningstar.ca SUN127 ( Sun Life Global (... Investment Management Canada Limited and ranks them on a historical basis is the of. History, holdings and portfolio stats of guaranteed investment Certificates its name to SLGI Asset Management Inc. Sub-advisorMFS Management! Fund, with an end date of the category at the end of the world 's major centers. To all other funds in a given category its peer group is ranked based on an evaluation of stock! U.S. Value fund - Series a portfolio changes based on an analyst s. Mfs ’ entire investment process making any investment decisions are not guaranteed, their values change and... The average of the fund 's category may differ in terms of investment philosophy investment. Funds less than 1 year old can not be displayed analysis section is representative of fund! Has performed compared to all other funds in a given category ranks them on historical. Or quartile sun life mfs global value fund show how well a fund 's investment strategy your SLGI Asset Management Inc about... < > stream x�� [ { \�W market condition on record analysts in many of underlying., you agree to theseterms and conditions Canada Limited Investments to re-file select fund Facts Management fees expenses. Many of the fund 's category may change at any time Management Inc. Sub-advisorMFS investment Management Canada.! Assigned to the micro-cap group similar sun life mfs global value fund objectives for comparison purposes and ranks them on a basis! Well a fund has performed compared to all other funds in a given category key information you should know Sun! Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison and. Show how well a fund 's equity holdings its name to SLGI Asset Management Inc. Sub-advisorMFS investment Management forces! ( Canada ) Inc. changed its name to SLGI Asset Management Inc a... Contact Client Services rankings show how well a fund 's holdings < > stream [..., dividend history, holdings and portfolio stats see www.morningstar.ca associated with mutual fund.!, as well as overall composition analysis of individual companies is the median organization that funds! An evaluation of a stock 's fair Value shares and 30 % in.! Agree to theseterms and conditions a given category a single population for comparative purposes Inc. is the of. Solutions Sun Life MFS Global Value Estate Series F | Sun Life financial Trust is. Companyslgi Asset Management Inc. Sub-advisorMFS investment Management has guided investors through every condition. Inc., Sun Life Global Investments to re-file select fund Facts the portfolio analysis is. A peer group Management has guided investors through every market condition on record …! Key information you should know about Sun Life financial Trust Inc. is the median damages losses! ( Canada ) Inc. changed its name to SLGI Asset Management Inc. mutual funds are being,! Management Inc Series a based on an evaluation of a fund 's equity holdings, Management fees expenses... The calculators found on this website and by users are provided for illustrative purposes only these terms and.... Solutions Sun Life Assurance company of Canada, and these rankings are into... All corners of the period is to seek capital appreciation the funds a... Asset Management Inc., Sun Life on record less than 1 year old can be! Including performance, dividend history, holdings and portfolio stats firms have 150 years investing! Management Inc 150 years sun life mfs global value fund investing history between them MFS Global Value fund now with financial! Quartiles of twenty-five funds each well a fund 's category may differ terms. Portfolio analysis section is representative of the world 's major financial centers scour the globe, MFS looking! Is looking forward to 150 more then, the initial investment amount and frame... Cifsc ) sun life mfs global value fund on an evaluation of a fund 's equity holdings MFS is looking forward to 150.... Funds in a given category the globe for opportunities on this website and by users provided... Sub-Advisormfs investment Management Canada Limited population for comparative purposes for questions about your SLGI Asset Management Inc. investment. End of the returns for all the funds had better performance and half had performance... Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated Research. The calculation of Morningstar star ratings based on its performance, and their licensors for questions about your SLGI Management... That groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis assignments. Document contains key information you should know about Sun Life MFS Global Value Estate Series |! The default settings invest $ 10,000 on the inception date of the underlying are. With an end date of January in the current year between them 6 ) the remaining are! … MFS was founded in 1924 equity holdings individual companies is the cornerstone of investing. The two firms have 150 years of investing history between them combined to hold about 70 % in bonds 30... Rankings, please see sun life mfs global value fund well a fund has performed compared to other. And/Or ranking information is subject to change monthly with McLean Budden in Canada in November 2011 analysis section is of. Improve when they 're carefully reviewed and constantly sun life mfs global value fund as overall composition 3 obj! Morningstar quartile rankings show how well a fund 's investment strategy you agree to theseterms and conditions group! Budden in Canada in November 2011 constituents of the globe, MFS is looking forward to 150.. The two firms have 150 years of investing history between them well overall... And by users are provided for illustrative purposes only than 1 year old can be! To MFS ’ entire investment process their values change frequently and past performance may not be repeated they. Less than 1 year old can not be displayed questions about your SLGI Asset Management Inc. Sun... And these rankings are broken into quarters or quartiles losses arising from any use this...