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 Financial's annual reports provide our shareholders, Clients, industry watchers and the public with a look at our financial performance and goals. MFS believes detailed fundamental analysis of individual companies is the cornerstone of successful investing. The merger was not a material change for Sun Life MFS … As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. We believe that Canadians have the best opportunity for investment success by using the services of a professional financial advisor. 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. 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. The Fund's objective is to seek capital appreciation. 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. 6.0. Sun Life MFS Global Growth F (SUN400) 29.38 +0.15 ( +0.51% ) CAD | … It offers Canadians a diverse lineup of mutual funds and innovative portfolio solutions, empowering them to pursue their … I understand I can unsubscribe at any time and acknowledge that this email address belongs to me. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. SunWise Essential Sun Life MFS Global Value Segregated Fund .....197 SunWise Essential Sun Life MFS International Growth Segregated Bundle The Fund invests in … Aditya Birla Sun Life Global Real Estate Fund is to be recast as Aditya Birla Sun Life Global Excellence Equity Fund, a notice issued by the fund house today showed. Please read the prospectus before investing. General 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 … 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. 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. Sun Life MFS McLean Budden Global Research Equity Fund merged into Sun Life MFS Global Growth Fund on November 16, 2012. The … 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. Performance charts for Sun Life MFS Global Growth Fund (SLMFSGGF) including intraday, historical and comparison charts, technical analysis and trend lines. 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. 8.1. 6) The remaining stocks are assigned to the micro-cap group. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life MFS McLean Budden Global Research Equity Fund (formerly McLean Budden Global Equity Fund) Sun Life MFS Dividend Income Fund; Sun Life MFS Global Growth Fund; Sun Life MFS Global Value Fund; Sun Life MFS U.S. Growth Fund; Sun Life MFS U.S. Value Fund; Sun Life MFS International Opportunities Fund (formerly, Sun Life … © ${currentYear} Morningstar Research Inc. All Rights Reserved. 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 … It shows the biggest growth over 10 years for the Sun Life MFS Global Growth … 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. Sun Life MFS Global Grow th Fund - Series F. July 21, 2020. 13.8. MFS Investment Management has guided investors through every market condition imaginable. 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. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. 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. 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 … 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. 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. Analysts in many of the world's major financial centers scour the globe for opportunities. 16.1. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. 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. Please replace ... Java content goes here. Returns are for the period from the fund’s inception date of September 30, 2010 to December 31, 2010. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. 11.4. 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"). The Fund may invest in foreign currency denominated financial assets, which may include, but is not limited to: … 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. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Over 35,000 financial advisors have chosen CI Global Asset Management as a partner. Current value of a $10,000 investment Initial investment amount: $ Compare with category average Time frame: Start. This document contains key information you should know about Sun Life MFS Global Growth Fund - Series F. You can … Click “Okay” to continue, or click “Cancel” to return to the previous page. MFS believes ideas improve when they're carefully reviewed and constantly challenged. The Fund … View the latest VUL Global Growth Fund Performance Report. 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 … 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. … 1The Global Growth Fund is not a security. Register to unlock ratings. Learn more about privacy and how we collect data to provide you with more relevant content. 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. Sun Life MFS Global Growth Fund - Series F: 13.8. are comfortable with medium investment risk. 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. The Market Capitalization Breakdown at a fund level is a breakdown of the capitalization assignments of the fund's equity holdings. Want to add global equity diversification with growth characteristics to their investment portfolio. MFS Investment Management joined forces with McLean Budden in Canada in November 2011. 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. By signing in, you agree to these terms and conditions. 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. 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. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. 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. The default settings invest $10,000 on the inception date of the fund, with an end date of January in the current year. David A. Antonelli, Vice Chairman & Portfolio Manager; Jeffrey C. Constantino, CFA, CPA, Investment Officer & Portfolio Manager. Performance; Analysis; Risk; Price; Portfolio; People; Parent 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. … The Fund invests primarily in equity securities of … A distribution may be applicable for this fund. The merger was not a material change for Sun Life MFS Global Growth Fund. The decision to reduce fees comes at a time when financial security – a key … A fund's category may change at any time. 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 Commission 1.. From the Fund 's investment strategy ratings or quartile rankings, please see www.morningstar.ca McLean Budden Global equity. Are responsible for any damages or losses arising from any use of this information and ETFs through investment data News! Charts, top holdings, Management and full profile primarily Canadian Growth equity securities may. Calculation of Morningstar star ratings or quartile rankings show how well a Fund objective. 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