The portfolio analysis section is representative of the underlying Fund. Fidelity National Information. The fund’s name and strategies will also be changed to align with Sun Life MFS Canadian Equity Growth Fund. Annual rate (as a % of the series value) 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. In 1986, MFS offered the first closed-end, high-yield municipal bond fund to be traded on the New York Stock Exchange. 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. Investments in securities are subject to market and other risks. Managed by the team of Ben Stone and Pablo de la Mata, Sun Life MFS International Value Fund has outperformed in the largely growth-dominated market of the past few years and continues to do so through the pandemic year of 2020. Investments in securities are subject to market and other risks. Performance charts for Sun Life MFS McLean Budden International Equity Fund (MCLINTGW) including intraday, historical and comparison charts, technical analysis and trend lines. You currently DO NOT have javascript enabled, to view our site this must be enabled. Sun Life - MFS Meridian Funds - Global Equity Fund * The Calendar Year Performance of the investment-linked fund in its year of inception (if applicable) is calculated from its launch date to the inception year end. Sun Life MFS International Value Fund is an open-end fund incorporated in Canada. Sun Life MFS International Value Fund - Series T5. This equals approximately $12 for every $1,000 invested. Sun Life MFS Low Volatility Global Equity Fund Series A Additional series available $13.2041 CAD Net asset value per security (NAVPS) as of December 24, 2020 $0.0373 | 0.28% Benchmark MSCI AC World C$ Index Fund category Global Equity MorningstarTM Rating ★★★ Funds in category 1610 Basic Information Investment Objective Performance Indexed3 (%) Sector Allocation of the Underlying Fund2 3 Months % Your actual investment return under the plan may be lower than the illustrated performance due to any fees/charges of the plan. See MIEIX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. *Global Industry Classification Standard (GICS). The Fund invests in international equity securities. *Global Industry Classification Standard (GICS). 13.8687M. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. Dividend Yield TTM Research current and historical price charts, top holdings, management and full profile. The Underlying Fund invests mostly in shares of firms from outside of Canada and the United States. This document contains key information you should know about Sun Life MFS International Value Fund - Series T5. Sun Life MFS Low Volatility International Equity Fund - Series F 2. 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"). It is a projection/opinion and not a statement of fact. 13.6224M. Ask your representative for a copy, contact the manager, SLGI Asset Management Inc., at 1-877-344-1434 or info@sunlifeglobalinvestments.com or … 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. 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. equity securities. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. 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 … Sun Life MFS International Value Fund ... Fund type: International Equity FundGrade: A (September) FundGrade A+ Awards: 2015-2019 Style: Bottom-up growth Risk level: Medium Load status: Optional RRSP/RRIF suitability: Good Manager: Benjamin Stone since Oct. 2010; Pablo de la Mata since Sep. 2014 MER: 2.45% Fund Code: SUN104 (Front-end load) Minimum investment: $500. Ads help us provide you with high quality content at no cost to you. The Quantitative Fair Value Estimate is calculated daily. 18 Hung Luen Road, Hunghom, Kowloon Customer Service Hotline: 2103 8928 Fax: 2103 8938 Website: www.sunlife.com.hk A member of the Sun Life Financial group of companies. Sun GIF Solutions Sun Life MFS US Equity Investment Series F invests directly in units of the Sun Life MFS U.S. Equity Fund (the "underlying fund"). Minimum investment amount: PHP 1,000 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. July 21, 2020. The MFS MIEIX MFS ® Institutional International Equity Fund summary. *Global Industry Classification Standard (GICS). ]]> Content|5|#Notes and disclaimers - Sun Life MFS Low Volatility Global Equity Fund NOTES AND DISCLAIMERS. Detailed price information for Sun Life MFS International Value Fund A - DSC (CADFUNDS: SUN204.CF) from The Globe and Mail including charting and trades Sun Life - MFS Meridian Funds - Global Equity Fund * The Calendar Year Performance of the investment-linked fund in its year of inception (if applicable) is calculated from its launch date to the inception year end. Sun Life MFS Global Value Fund - Series A. July 21, 2020. You can find more details in the fund's simplified prospectus. MFS Instl International Equity MIEIX Morningstar Analyst Rating Analyst rating as of Jan 12, 2021. 2.15%. The fund’s 3-year average annual compounded rate of return to Sept. 30 was 9.7%, leaving most of its value peers in the dust. Sun Life - MFS Meridian Funds - European Value Fund Sun Life Hong Kong Limited (Incorporated in Bermuda with limited liability) Client Service Centre G/F, Cheung Kei Center Tower B, No. The manager, Sun Life Global Investments (Canada) Inc., obtained approval of securityholders to change the way certain operating expenses are charged to the fund. View & analyze the 0P0000TYOM fund chart by total assets, risk rating, Min. This process culminates in a single-point star rating that is updated daily. Returns for periods of 1 year and above are annualized. Honeywell International Inc. HON:US. Les rendements se rapportant aux périodes supérieures à 1 an sont annualisés. Address 1 York Street, Toronto, ON M5J 0B6 Telephone 1-877-344-1434 Facsimile 416-979-2859 www.sunlifeglobalinvestments.com Jan 12 Jan 14 Jan 16 Jan 18 Jan 20 Jan 22 $10,000 $15,000 $20,000 $25,000 $30,000 Sun Life MFS International Value Fund | Series A See MGIAX pricing, performance snapshot, ratings, historical returns, risk considerations, and more. 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. 70.8300K. The Fund is offered on Sun Life Financial’s (SLF) Core investment platform. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Past performance of a security may or may not be sustained in future and is no indication of future performance. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. You can find more details in the fund's simplified prospectus. The Fund seeks long-term capital growth. The Fund's objective is to seek capital appreciation. investment, market cap and category. The portfolio analysis section is representative of the underlying Fund. Get quote details and summary for Sun Life MFS International Value Series F (SUN404). 2.11%. Sun Life MFS International Oppor tunities Fund - Series A [formerly Sun Life MFS International Grow th Fund] July 21, 2020. Aditya Birla Sun Life International Equity Fund - Plan A - Regular Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. 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. This document contains key information you should know about Sun Life MFS Low Volatility International Equity Fund - Series F. You can find more details in the fund's simplified prospectus. For detail information about the Morningstar Star Rating for Stocks, please visit here, Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. As of January 22, 2021. Get quote details and summary for Sun Life MFS International Value Series F (SUN404). MFS Investment Management (MFS) recently announced that Marcus Smith has decided to depart the firm to pursue other interests. In 1998, MFS Chairman and Chief Executive, A. Keith Brodkin died, causing a major shift in top management. The Fund invests in the Sun Life MFS International Growth Fund. 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. … Jusqu’à ce que ce soit fait, toutes les références à Placements mondiaux Sun Life (Canada) inc. doivent être interprétées comme Gestion d’actifs PMSL inc. Nous avons aussi regroupé les activités de la Sun Life liées aux fonds communs de placement, aux fonds distincts, aux rentes et aux produits de placement garantis sous la marque collective Placements mondiaux Sun Life. Basic Information Investment Objective Performance Indexed3 (%) Sector Allocation of the Underlying Fund2 3 Months % Your actual investment return under the plan may be lower than the illustrated performance due to any fees/charges of the plan. Research current and historical price charts, top holdings, management and full profile. The Equity Fund is offered as a fund option exclusive to Sun FlexiLink, Sun MaxiLink Prime, and Sun MaxiLink Bright,which are investment-linked life insurance products regulated by the Insurance Commission.. Equity Fund is designed to generate long-term capital appreciation by investing in high-quality equities diversified across sectors. Sun Life MFS Canadian Bond Fund; Sun Life MFS Canadian Equity Fund (formerly, Sun Life MFS Canadian Equity Growth Fund) Sun Life MFS U.S. Equity Fund; Sun Life MFS McLean Budden International Equity Fund (formerly McLean Budden International Equity Fund) Sun Life Excel India Fund; Sun Life Excel China Fund The Sun Life Prosperity Philippine Equity Fund is a mutual fund designed to gain long-term capital growth by investing in stocks listed in the Philippine Stock Exchange.. 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 MFS International Opportunities Class, respectively. It doesn't tell you how volatile the fund will be in the future. Sun Life MFS McLean Budden International Equity Fund is an open-end fund incorporated in Canada. A fund with a low risk rating can still lose 5. Find basic information about the Sun Life Mfs International Value A-t5 mutual fund such as total assets, risk rating, Min. Le mandat du fonds n’a pas changé. As of December 31, 2019, the series' expenses were 1.18% of its value. Sun Life MFS International Value Fund is an open-end fund incorporated in Canada. investment, market cap and category. The MFS MGIAX MFS ® International Intrinsic Value Fund summary. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. The rating can change over time. View & analyze the 0P0000PYCI fund chart by total assets, risk rating, Min. The Equity Fund is offered as a fund option exclusive to Sun FlexiLink, Sun MaxiLink Prime, and Sun MaxiLink Bright,which are investment-linked life insurance products regulated by the Insurance Commission.. Equity Fund is designed to generate long-term capital appreciation by investing in high-quality equities diversified across sectors. Sun GIF Solutions Sun Life MFS US Equity Investment Series F invests directly in units of the Sun Life MFS U.S. Equity Fund (the "underlying fund"). Find our live Sun Life Mfs International Value F fund basic information. Sun Life Prosperity Philippine Equity Fund reports: Latest Equity Fund fact sheet Fund prospectus. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. Sun Life MFS U.S. Equity Fund - Series A Risk rating SLGI Asset Management Inc. has rated the volatility of this fund as Medium. The portfolio analysis section is representative of the underlying Fund. 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. Mr. Smith will retain his responsibilities as a Co-Portfolio Manager of the MFS International Equity Fund (the Fund), along with Daniel Ling, until his departure on April 1, 2017. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. This rating is based on how much the fund's returns have changed from year to year. Sun GIF Solutions Sun Life MFS Low Volatility International Equity Estate Series A invests directly in units of the Sun Life MFS Low Volatility International Equity Fund (the "underlying fund"). The MFS MIEIX MFS ® Institutional International Equity Fund summary. The Fund's objective is to seek capital appreciation. Irrespective of the outcome, investors should avoid making portfolio changes based on the results and instead focus on their own goals, risk appetites... Why 1832 Asset Management’s Tom Dicker sees some promising pockets in certain commercial realty and single family homes, Just because you can doesn't mean you should, At this point in the market downturn, no sector is immune, but some offer a better resistance potential, and REITs could be one, These funds are gold-rated, and have either four or five stars, If you want stable income along with growth, here are alternatives to the Big Banks, A tipping point for sustainable investing, How did we get here? Detailed price information for Sun Life MFS Canadian Equity Fund F (CADFUNDS: SUN466.CF) from The Globe and Mail including charting and trades (12-23-19). Donées au 31 décembre 2020. 1 Under FORTUNE Builder, unit price above refers to sell price; under Rainbow Series, unit price above refers to bid price. The portfolio analysis section is representative of the underlying Fund. statements. 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"). Sun Life MFS International Value A … This annual management report of fund performance contains financial highlights but does not contain the complete financial . The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. The Quantitative Fair Value Estimate is calculated daily. *Global Industry Classification Standard (GICS). *Global Industry Classification Standard (GICS). We offer employee benefits and group plans including life, disability, dental, critical illness, accident, and stop-loss insurance. FIS:US. In 1982, the company was acquired by Sun Life Financial of Canada. They affect you because they reduce the fund's returns. See null pricing, performance snapshot, ratings, historical returns, risk considerations, and more. The portfolio analysis section is representative of the underlying Fund. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Sun Life MFS International Value Fund. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. This document contains key information you should know about Sun Life MFS Global Value Fund - Series A. Sun Life MFS International Value Fund Series A. Henkel AG & Co KGaA Participating Preferred, CAD  |  *Global Industry Classification Standard (GICS). Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. Mr. Smith will retain his responsibilities as a Co-Portfolio Manager of the MFS International Equity Fund (the Fund), along with Daniel Ling, until his departure on April 1, 2017. select equity securities that are expected to demonstrate superior long-term earnings growth. of the investment fund. Sun Life MFS Low Volatility International Equity Fund - Series F. July 21, 2020. À effet du 1 juin 2020, le Fonds croissance international MFS Sun Life a été renommé Fonds occasions internationales MFS Sun Life. Gradually, then suddenly, A minefield of mounting leverage in the market: Manager. 52.4810K. 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