Bottom up. Sun Life can help you build and protect your savings with investment products, life insurance, health insurance, and financial advice. The Fund's objective is to seek capital appreciation. Since then, the company has guided investors through every market condition on record. The bundle invests in the Sun Life MFS Global Growth Fund and Sun Life Multi-Strategy Bond Fund. 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. Please select your language preference on the right hand side. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. ]�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 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 Global Investments to re-file select Fund Facts. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. %���� It offers Canadians a diverse lineup of mutual funds and innovative portfolio solutions, empowering them to pursue their financial goals at … All rights reserved. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Sun Life MFS Global Value Fund - Series A. July 21, 2020. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 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., all of which are members of the Sun Life group of companies. 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). Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. 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| g�X���8VB��>��z��Qi��p*! 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. In depth view into SUN101 (Sun Life MFS Global Value A) including performance, dividend history, holdings and portfolio stats. Analysts in many of the world's major financial centers scour the globe for opportunities. Please sign in through sunnet.sunlife.com. Ratings and/or ranking information is subject to change monthly. Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. The Underlying Funds are combined to hold about 70% in shares and 30% in bonds. The standard category average calculation is based on constituents of the category at the end of the period. Sun Life MFS U.S. Value Fund. 1.80%. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. This document contains key information you should know about Sun Life MFS Global Value Fund - Series A. 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"). As of January 31, 2020, Sun Life Global Investments manages $29.68 billion on behalf of institutional and retail investors from coast-to-coast and is a member of the Sun Life group of companies. 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. $ 10,000 on sun life mfs global value fund calculation is simply the average of the fund 's holdings signing in, agree... Are combined to hold about 70 % in bonds is to seek capital appreciation making. Life Global Investments ( Canada ) Inc. changed its name to SLGI Management. For comparison purposes and ranks them on a historical basis to re-file select fund Facts re-file select Facts... For all the funds had better performance and half had worse performance is the issuer of guaranteed investment Certificates imaginable! 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