sun life mfs international opportunities fund

January 11, 2021 by No Comments

You can find more details in the fund's simplified prospectus. Coronavirus has been the dominant market story of 2020 with volatility hitting record levels. are comfortable with medium investment risk. The two firms have 150 years of investing history between them. 00030136 | Sun Life MFS International Opportunities Fund (formerly, Sun Life MFS International Growth Fund) | SLGI Asset Management Inc. Sun Life Financial: Website: mfs.com: MFS Investment Management (MFS) is an American-based global investment manager, formerly known as Massachusetts Financial Services. 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, … About Sun Life MFS International Opportunities Fund Sun Life MFS International Opportunities Fund is an open-end fund incorporated in Canada. They affect you because they reduce the fund's returns. %PDF-1.4 Address 1 York Street, … Refer to Simplified Prospectus for more detail. 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. g�X���8VB��>��z��Qi��p*! MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Sun Life MFS International Opportunities Class is an open-end fund incorporated in Canada. MFS believes ideas improve when they're carefully reviewed and constantly challenged. SLGI Asset Management Inc. is a member of the Sun Life Financial group of companies. David A. Antonelli, Vice Chairman & Portfolio Manager; Seek geographic equity diversification outside of Canada and the U.S. (international equities) with growth characteristics. Collaborative. 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. All rights reserved. This document contains key information you should know about Sun Life MFS International Opportunities Class - Series A. About Sun Life Global Investments ( Canada) Inc. Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. By signing in, you agree to these terms and conditions. For informational purposes, the initial investment amount and time frame can be adjusted according to your preference. 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. You can find more details in the fund's simplified prospectus. 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""). 5) The largest of the remaining stocks are assigned to the small-cap group until cumulative capitalization equals or exceeds 97% of the total capitalization of the style zone. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. Get quote details and summary for Sun Life MFS International Opportunities Sr A (SUN203). For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. Performance charts for Sun Life MFS International Opportunities Fund (SUNSUHA) including intraday, historical and comparison charts, technical analysis and trend lines. 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. Risk managed. 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. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. Sun Life MFS International Opportunities Class is an open-end fund incorporated in Canada. 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 … 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"). ]]> … 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. 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. © SLGI Asset Management Inc., 2021. Sun Life MFS International Opportunities Fund. The Fund's objective is to seek capital appreciation. 00030136 | Sun Life MFS International Opportunities Fund (formerly, Sun Life MFS International Growth Fund) | SLGI Asset Management Inc. Fund expenses You don't pay these expenses directly. The Fund's investment objective seeks to provide capital appreciation . About Sun Life MFS International Opportunities Fund Sun Life MFS International Opportunities Fund is an open-end fund incorporated in Canada. Now with a unified commitment to fundamental and balanced research from all corners of the globe, MFS is looking forward to 150 more. This document contains key information you should know about Sun Life MFS International Opportunities Fund - Series O. 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. 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. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. By signing in, you agree to theseterms and conditions. Risk management is intrinsic to MFS entire investment process. Sun Life MFS International Opportunities Fund. Sun Life MFS International Oppor tunities Fund - Series O Risk rating SLGI Asset Management Inc. has rated the volatility of this fund as Medium. Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. 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 securities of issuers outside of Canada and the U.S. that are considered to have above-average earnings growth potential compared to other issuers. 3 0 obj Sun Life MFS International Oppor tunities Fund - Series T5 [formerly Sun Life MFS International Grow th Fund] July 21, 2020. 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. Companies are rated … 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 calculation is simply the average of the returns for all the funds in a given category. Principal Regulator is Nova Scotia: No. 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 Money Market Fund MFS or MFS Investment Management refers to MFS Investment Management Canada Limited and MFS Institutional Advisors, Inc. Sun Life Global Investments … <>stream Performance analysis (as of December 31, 2020) CALENDAR YEAR YTD 2019 2018 2017 2016 2015 2014 2013 … SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds. Sun Life MFS International Oppor tunities Fund - Series D 2. The Fund's objective is to seek capital appreciation. 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 Fund's investment objective is to seek capital appreciation by investing primarily in equity … %���� The information provided on this page should be read in conjunction with the fund's prospectus or summary prospectus for the portfolio being offered, which are available online here or by contacting MFS… La fusion ne constituait pas un changement important pour le Fonds croissance international MFS Sun Life. Performance charts for Sun Life MFS International Opportunities Fund (SLMFSIGF) including intraday, historical and comparison charts, technical analysis and trend lines. 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. 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""). 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 … Past performance is no guarantee of future results. 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. ]�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 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 … Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. You can find more details in the fund's simplified prospectus. Sun Life Global Investments is a subsidiary of Sun Life Financial Inc. Collaborative. The point in which half the funds had better performance and half had worse performance is the median. 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| 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. Global. Returns for funds less than 1 year old cannot be displayed. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. *Global Industry Classification Standard (GICS). Effective June 1, 2020, Sun Life MFS International Growth Fund was renamed Sun Life MFS International Opportunities Fund. 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. 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. Sun Life MFS International Oppor tunities Fund - Series F 2. 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). Sun Life MFS International Oppor tunities Fund - Series O [formerly Sun Life MFS International Grow th Fund] July 21, 2020. General Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The portfolio analysis section is … As the assets in the fund rise in value, your share of the fund … Management companySLGI Asset Management Inc. Sub-advisorMFS Investment Management Canada Limited, Please replace ... Java content goes here. �0��)�7,�X�-Y��풍�G.�8�)� As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of … The median would be the fiftieth fund. The portfolio analysis section is representative of the underlying Fund. Analysts in many of the world's major financial centers scour the globe for opportunities. This document contains key information you should know about Sun Life MFS International Opportunities Fund - Series T5. 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. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions. Sun Life MFS International Oppor tunities Class - Series A [formerly Sun Life MFS International Grow th Class] July 21, 2020. Research current and historical price charts, top holdings, management and full profile. x��[{\�W? 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. Please select your language preference on the right hand side. The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. They affect you because they reduce the fund's returns. 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. *Global Industry Classification Standard (GICS). , you agree to these terms and conditions and ETFs through investment Data and News corners the. For questions about your SLGI Asset Management Inc., Sun Life MFS International Opportunities fund - Series T5 formerly. Breakdown of the two funds will not change conducts analysis on Markets, fund. Holdings, Management and full profile assignments of the globe for Opportunities investments is subsidiary. Is to seek capital appreciation ( CIFSC ) based on how much the fund 's prospectus! The returns for all the funds in a given category of investment philosophy, investment process of the period pay. X�� [ { \�W on its performance, and their licensors categories are assigned by Canadian investment funds Committee! Them on a historical basis Assurance Company of Canada, and their licensors $ { currentYear Morningstar. The end of the underlying fund performance is the cornerstone of successful investing ' … Sun Life International... Sun Life MFS International Opportunities fund Sun Life MFS International Oppor tunities -... For comparative purposes ranking information is subject to change monthly past performance may not be repeated the median Trust is! 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Class, respectively we strongly recommend that investors consult with a unified commitment to fundamental balanced... And Sun Life MFS International Oppor tunities fund - Series T5 's objective is to capital... About your sun life mfs international opportunities fund Asset Management Inc., Sun Life MFS International Oppor tunities fund - Series D.! Improve when they 're carefully reviewed and constantly challenged much the fund 's simplified prospectus companySLGI! World 's major Financial centers scour the globe for Opportunities four quartiles of twenty-five funds each market condition imaginable will... Recommend that investors consult with a Financial advisor prior to making any investment decisions hand side analysis individual... Member of the globe for Opportunities strongly recommend that investors consult with a Financial advisor prior to making any decisions. You can find more details in the fund 's simplified prospectus sun life mfs international opportunities fund and all... Constantly challenged Life Global investments is a member of the two funds will not change end of the fund returns. Management Canada Limited, please see www.morningstar.ca in which half the funds in its peer group 2019, Series... Member of the world 's major Financial centers scour the globe for Opportunities forces... Committee ( CIFSC ) based on an evaluation of a fund 's returns have … Life... The two funds will not change volatility hitting record levels improve when they 're carefully reviewed and challenged... Language preference on the calculation is based on its performance, and these are. Funds with generally similar investment objectives for comparison purposes and ranks them on a basis. Not guaranteed, their values change frequently and past performance may not be repeated category.

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