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""). Sun Life MFS International Oppor tunities Fund - Series O [formerly Sun Life MFS International Grow th Fund] July 21, 2020. 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 Global Investments is a subsidiary of Sun Life Financial Inc. 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. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. About Sun Life MFS International Opportunities Fund Sun Life MFS International Opportunities Fund is an open-end fund incorporated in Canada. 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). 00030136 | Sun Life MFS International Opportunities Fund (formerly, Sun Life MFS International Growth Fund) | SLGI Asset Management Inc. Ratings and/or ranking information is subject to change monthly. 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 … As of December 31, 2019, the series' … Sun Life MFS International Opportunities Class is an open-end fund incorporated in Canada. Fund expenses You don't pay these expenses directly. Bottom up. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. This rating is based on how much the fund's returns have … 2՚��S_,�� �5�_A��z��Y����^�2w��g� ��k�+�#T��K'���J��!ߏ�A5u�S��JZ]���SgǺ��l4���DN��Ub����- The MSCI ESG Quality Score measures the ability of underlying holdings to manage key medium to long-term risks and opportunities … If 100 funds are being compared, there would be four quartiles of twenty-five funds each. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. Morningstar Market Capitalization Breakdown Stocks are first divided into seven style zones based on their country of domicile: United States, Latin America, Canada, Europe, Japan, Asia ex-Japan, and Australia/New Zealand. 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 … 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. Performance analysis (as of December 31, 2020) CALENDAR YEAR YTD 2019 2018 2017 2016 2015 2014 2013 … 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. 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. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. Sun Life has operations in a number of … ��V��n�/ȍ~�4�υ;����Y�wuh� ��*V�*MdX��.7��vh��"*f���JS�@��H��kV�&U������/�o$a�u��w�}�Ր`. 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. � The line graph compares the growth of a $10 000 investment from October 2010 to October 2020 for the Sun Life MFS International Opportunities Fund, … General 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. Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. By signing in, you agree to these terms and conditions. The investment objectives and strategies of the two funds will not change. 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 new names will be Sun Life MFS International Opportunities Fund and Sun Life MFS International Opportunities Class, respectively. This document contains key information you should know about Sun Life MFS International Opportunities Fund - Series T5. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. 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. Sun Life Financial: Website: mfs.com: MFS Investment Management (MFS) is an American-based global investment manager, formerly known as Massachusetts Financial Services. Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. A fund's category may change at any time. © ${currentYear} Morningstar Research Inc. All Rights Reserved. %���� The Fund's investment objective seeks to provide capital appreciation . The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. About Sun Life Global Investments (Canada) Inc. Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. A distribution may be applicable for this fund. The point in which half the funds had better performance and half had worse performance is the median. Investment Strategy: The Fund’s investment objective is to seek capital appreciation through exposure to primarily equity securities of issuers outside of Canada and the U.S. that are considered to have above-average earnings growth potential compared to other issuers by investing primarily in units of Sun Life MFS International … As the assets in the fund rise in value, your share of the fund (typically measured in “units”) will also increase in value. The new names will be Sun Life MFS International Opportunities Fund and Sun Life MFS International Opportunities Class, respectively. The Morningstar Style BoxTM reveals a fund's investment strategy. The Fund's investment objective is to seek capital appreciation by investing primarily in equity … Effective June 1, 2020, Sun Life MFS International Growth Fund was renamed Sun Life MFS International Opportunities Fund. The Fund's objective is to seek capital appreciation. Risk management is intrinsic to MFS entire investment process. ��a�=L�A��IQLۇ4Eo*X}�-�qr���.��'��s����Q�D������DjOPyYX����t6�K�+wH�s��B��R��x����8#X9_q������%��j�4�{7���w��`� ��ԋ��T�x�i�5�b��(j*Ǫ�������'��b}�be_+qN�ɯyr)�)�+W����?0E^���]ɷ�M7Oݶ��+Ǐ�8ʱ�*Ê�(*��Rt��U#X=�ɉ���ZE��{�J��#Y��$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$���d�/{�炕�)c�j�3����i8�f�.��t�ΰ�.�l Companies are rated … © SLGI Asset Management Inc., 2021. ]]> … considered to have above-average earnings growth potential compared to other issuers by investing primarily in securities of Sun Life MFS International Opportunities Fund or its successor fund (the … Please sign in through sunnet.sunlife.com. The objective of this fund is to provide growth and interest income by investing in a bundle of underlying mutual funds including Sun Life MFS International Growth Fund as its main investment. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. NOTE: effective June 1, 2020, the name of Sun Life MFS International Growth Fund will change to Sun Life MFS International Opportunities Fund. Please select your language preference on the right hand side. Sun Life MFS International Opportunities Fund is an open-end fund incorporated in Canada. �0��)�7,�X�-Y��풍�G.�8�)� Returns for funds less than 1 year old cannot be displayed. <>stream ����$�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 The investment objectives and strategies of the two funds will not change. As the assets in the fund rise in value, your share of the fund … Risk management is intrinsic to MFS’ entire investment process. 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. Research current and historical price charts, top holdings, management and full profile. 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 … Sun Life MFS International Oppor tunities Fund - Series O Risk rating SLGI Asset Management Inc. has rated the volatility of this fund as Medium. MFS Investment Management has guided investors through every market condition imaginable. MFS believes ideas improve when they're carefully reviewed and constantly challenged. You can find more details in the fund's simplified prospectus. Capitalization assignments are determined as follows: 1) For all stocks in a style zone, the market cap of each stock is converted into a common currency. Please read the prospectus before investing. Morningstar category averages are equal-weighted category returns. Coronavirus has been the dominant market story of 2020 with volatility hitting record levels. Le 12 novembre 2012, le Fonds d'actions internationales MFS McLean Budden Sun Life a fusionné avec le Fonds croissance international MFS Sun Life. As of December 31, 2019, … Refer to Simplified Prospectus for more detail. 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. The Fund's investment objective seeks to provide capital appreciation . 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. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. 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"). We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Principal Regulator is Nova Scotia: No. Analysts in many of the world's major financial centers scour the globe for opportunities. Sun Life MFS International Oppor tunities Fund - Series F 2. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 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