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. g�X���8VB��>��z��Qi��p*! This rating is based on how much the fund's returns have … Sun Life has operations in a number of … 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 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 International Opport Fund Series A ... MSCI ESG Ratings is designed to identify ESG risks or opportunities that may not be captured through conventional financial analysis. Views expressed are those of MFS Investment Management Canada Limited, sub-advisor to select Sun Life mutual funds for which SLGI Asset Management Inc. acts … Performance charts for Sun Life MFS International Opportunities Fund (SLMFSIGF) including intraday, historical and comparison charts, technical analysis and trend lines. 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. Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. The two firms have 150 years of investing history between them. 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. Investment Strategy: The Fund’s investment objective is to seek capital appreciation through exposure to primarily equity securities of issuers outside of Canada and the U.S. that are considered to have above-average earnings growth potential compared to other issuers by investing primarily in units of Sun Life MFS International … Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. For equity funds the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). Risk managed. 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. NOTE: effective June 1, 2020, the name of Sun Life MFS International Growth Fund will change to Sun Life MFS International Opportunities Fund Investment objective The Fund's investment objective is to seek … Performance charts for Sun Life MFS International Opportunities Fund (SUNSUHA) including intraday, historical and comparison charts, technical analysis and trend lines. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. � %PDF-1.4 ��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 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 Global Investments (Canada) Inc. Sun Life Global Investments is a subsidiary of Sun Life … ]�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 They affect you because they reduce the fund's returns. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Investment Strategy: The Fund’s investment objective is to seek capital appreciation through exposure to primarily equity securities of issuers outside of Canada and the U.S. that are considered to have above-average earnings growth potential compared to other issuers by investing primarily in units of Sun Life MFS International … As the assets in the fund rise in value, your share of the fund (typically measured in “units”) will also increase in value. 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. Sun Life MFS International Opportunities Fund. For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca. 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. The standard category average calculation is based on constituents of the category at the end of the period. Sun Life MFS International Opportunities Fund is an open-end fund incorporated in Canada. are comfortable with medium investment risk. 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. You can find more details in the fund's simplified prospectus. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Sun Life MFS International Oppor tunities Fund - Series A Risk rating SLGI Asset Management Inc. has rated the volatility of this fund as Medium. They affect you because they reduce the fund's returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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 … 00030136 | Sun Life MFS International Opportunities Fund (formerly, Sun Life MFS International Growth Fund) | SLGI Asset Management Inc. MFS believes ideas improve when they're carefully reviewed and constantly challenged. 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. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers outside of Canada and the U.S. that are considered to have above-average earnings growth potential compared to other issuers. Mutual funds are managed by professionals who make the investment decisions for the fund with the goal of increasing the overall fund value. The Fund’s investment objective is to seek capital appreciation by investing primarily in equity securities of issuers outside of Canada and the U.S. that are considered to have above-average earnings growth potential compared to other issuers. All rights reserved. *Global Industry Classification Standard (GICS). 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. 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. About Sun Life Global Investments ( Canada) Inc. Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. Get quote details and summary for Sun Life MFS International Opportunities Sr A (SUN203). Risk management is intrinsic to MFS entire investment process. Sun Life MFS International Oppor tunities Fund - Series F 2. The portfolio analysis section is … 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. If the value of the fund’s assets decreases, so will the value of your units. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. Fund expenses You don't pay these expenses directly. Past performance is no guarantee of future results. Sun Life is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. La fusion ne constituait pas un changement important pour le Fonds croissance international MFS Sun Life. The Fund's investment objective is to seek capital appreciation by investing primarily in equity … SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. A fund's category may change at any time. Sun Life MFS International Opportunities Class is an open-end fund incorporated in Canada. © SLGI Asset Management Inc., 2021. Research current and historical price charts, top holdings, management and full profile. MFS Investment Management has guided investors through every market condition imaginable. About Sun Life MFS International Opportunities Fund Sun Life MFS International Opportunities Fund is an open-end fund incorporated in Canada. Ratings and/or ranking information is subject to change monthly. ����$�V�Y� )k᭑j�V�#�FcMڬ{X�[��N'V��Mx��P�լok\��3!�tVw���S�t姼�����qW�'���5����V�6���K���S�C^�N{��T�r�:�r'�+��h�����=�XA�/P��N��j��V/j�{�3*dx`����e������� �ˆtq���#>y���Wkeo*X��\יִ��W�c>��%�4[4�/]9�� : �/�� ��I�zx���sҪ3��هƛ?�’d�[�;f Effective June 1, 2020, Sun Life MFS International Growth Fund was renamed Sun Life MFS International Opportunities Fund. The Morningstar Style BoxTM reveals a fund's investment strategy. This document contains key information you should know about Sun Life MFS International Opportunities Class - Series A. ɵ�-Hj"��z�K�X/�j���UiGU�H��(S�����n�IB]�������@%l|^��`�h�ny�Τ�{��*��G\7�Y��4T�ܖ�Yd��!�0q_�/�����(V�1D�+�x.>R�Lj�pgSR��6�5�KTI��]Q��b�VL��z�Փ�+m__x�Ɗ���gKnl���W��^IǓŶ����!y| The following 11 funds that have had their risk classification change are the result of our annual review, not the result of any change to the investment objectives, strategies or management of the funds. Sun Life Financial: Website: mfs.com: MFS Investment Management (MFS) is an American-based global investment manager, formerly known as Massachusetts Financial Services. The Fund's investment objective seeks to provide capital appreciation . Sun Life MFS Intl Opportunities ClassFT5 (SUN55403) 15.78 +0.07 (+0.41% ... considered to have above-average earnings growth potential compared to other issuers by investing primarily in units of Sun Life MFS International Growth Fund or its successor fund (the ""underlying Trust Fund""). Sun Life MFS Intl Opportunities ClassAT5 (SUN5128) 16.74 +0.16 (+0.98% ... considered to have above-average earnings growth potential compared to other issuers by investing primarily in units of Sun Life MFS International Growth Fund or its successor fund (the ""underlying Trust Fund""). '�� @U�-�R#�aK/��;~������S�Uo�(�v�8%��r�g�:��HC濲�����GI��ŐJ��l�=?����[Z�Ԃ��p@$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���� Collaborative. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. 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). 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