6) The remaining stocks are assigned to the micro-cap group. The calculation is simply the average of the returns for all the funds in a given category. The investment objectives and strategies of the two funds will not change. It offers Canadians a diverse lineup of mutual funds and innovative portfolio solutions, empowering them to pursue their financial goals at every life stage. General Sun Life has operations in a number of … 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 MFS International Opportunities Class is an open-end fund incorporated in Canada. They affect you because they reduce the fund's returns. Sun Life is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Performance analysis (as of December 31, 2020) CALENDAR YEAR YTD 2019 2018 2017 2016 2015 2014 2013 … The Fund's investment objective seeks to provide capital appreciation . About Sun Life Global Investments ( Canada) Inc. Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. This rating is based on how much the fund's returns have … This rating is based on how much the fund's returns have … ]]> … A fund's category may change at any time. Sun Life MFS International Oppor tunities Fund - Series F 2. 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. Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. 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"). About Sun Life MFS International Opportunities Fund Sun Life MFS International Opportunities Fund is an open-end fund incorporated in Canada. MFS Investment Management has guided investors through every market condition imaginable. The standard category average calculation is based on constituents of the category at the end of the period. Bottom up. 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. ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. Sun Life MFS International Oppor tunities Fund - Series D 2. Past performance is no guarantee of future results. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. The point in which half the funds had better performance and half had worse performance is the median. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. As the assets in the fund rise in value, your share of the fund (typically measured in “units”) will also increase in value. 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. 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| The new names will be Sun Life MFS International Opportunities Fund and Sun Life MFS International Opportunities Class, respectively. 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. La fusion ne constituait pas un changement important pour le Fonds croissance international MFS Sun Life. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 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. 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. About Sun Life Global Investments (Canada) Inc. Sun Life Global Investments is a subsidiary of Sun Life … You can find more details in the fund's simplified prospectus. 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. 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. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. 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 … They affect you because they reduce the fund's returns. If the value of the fund’s assets decreases, so will the value of your units. Risk management is intrinsic to MFS entire investment process. Sun Life MFS International Oppor tunities Fund - Series T5 [formerly Sun Life MFS International Grow th Fund] July 21, 2020. '��
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