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Sun Life MFS Canadian Equity Fund Series D

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Canadian Equity

FundGrade C Click for more information on Fundata’s FundGrade

FundGrade C

Click for more information on Fundata’s FundGrade.

Fundata ESG GradeC Click for more information on Fundata’s ESG Grade

Fundata ESG Grade C

Click for more information on Fundata’s ESG Grade.

NAVPS
(09-19-2025) 		$100.75
Change
$1.01 (1.01%)

As at August 31, 2025

As at July 31, 2025

As at August 31, 2025

Period
Created with Highcharts 10.3.3Jan 2024Oct 2022Jan 2023Apr 2023Jul 2023Oct 2023Apr 2024Jul 2024Oct 2024Jan 2025Apr 2025Jul 2025Jan 1990Jan 1995Jan 2000Jan 2005Jan 2010Jan 2015Jan 2020Jan 2025J…$10,000$8,000$12,000$14,000$16,000Period

Legend

Sun Life MFS Canadian Equity Fund Series D

Compare Options

Fund Returns

Inception Return (December 31, 1988): 8.21%

Fund Returns
Row Heading Return Annualized Return
1 Mth 3 Mth 6 Mth YTD 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10 Yr
Fund 4.24% 9.46% 12.41% 17.02% 24.34% 20.48% 15.79% 9.11% 11.68% 11.08% 10.06% 10.48% 10.26% 9.47%
Benchmark 4.96% 9.85% 14.09% 17.59% 25.86% 22.26% 17.49% 11.88% 14.98% 13.03% 11.75% 11.54% 11.06% 10.82%
Category Average 3.52% 7.30% 11.34% 14.12% 20.11% 18.38% 14.26% 9.95% 13.29% 11.03% 9.60% 9.47% 8.97% 8.84%
Category Rank 208 / 765 105 / 749 272 / 743 127 / 739 152 / 724 220 / 703 228 / 683 438 / 618 480 / 578 328 / 540 275 / 500 185 / 465 150 / 435 195 / 392
Quartile Ranking 2 1 2 1 1 2 2 3 4 3 3 2 2 2

Monthly Return

Created with Highcharts 10.3.3-4%-2%0%2%4%6%8%
Monthly Return
Return % Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug
Fund 2.31% 0.62% 6.71% -3.27% 4.84% -0.70% -2.68% 0.17% 5.35% 3.02% 1.92% 4.24%
Benchmark 3.15% 0.85% 6.37% -3.27% 3.48% -0.40% -1.51% -0.10% 5.56% 2.91% 1.69% 4.96%

Best Monthly Return Since Inception

10.21% (April 2009)

Worst Monthly Return Since Inception

-19.61% (August 1998)

Calendar Return (%)

Created with Highcharts 10.3.3-20%-10%0%10%20%30%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund 2.22% 9.02% 11.36% -4.93% 20.93% 9.72% 19.05% -9.30% 9.67% 18.95%
Benchmark -8.32% 21.08% 9.10% -8.89% 22.88% 5.60% 25.09% -5.84% 11.75% 21.65%
Category Average -6.15% 16.46% 6.89% -9.47% 19.21% 3.42% 23.26% -4.82% 9.85% 17.87%
Quartile Ranking 1 4 1 1 2 1 4 4 3 3
Category Rank 10/ 379 404/ 407 21/ 449 45/ 475 256/ 521 61/ 547 527/ 582 547/ 650 408/ 687 358/ 714

Best Calendar Return (Last 10 years)

20.93% (2019)

Worst Calendar Return (Last 10 years)

-9.30% (2022)

Asset Allocation

Asset Allocation
Name Percent
Canadian Equity 96.62
Income Trust Units 2.13
Cash and Equivalents 1.25

Sector Allocation

Sector Allocation
Name Percent
Financial Services 32.49
Technology 13.55
Industrial Services 12.50
Basic Materials 12.36
Energy 12.11
Other 16.99

Geographic Allocation

Geographic Allocation
Name Percent
North America 98.87
Latin America 1.13

Top Holdings

Top Holdings
Name Percent
Royal Bank of Canada 7.89
Shopify Inc Cl A 5.91
Toronto-Dominion Bank 5.44
Bank of Montreal 4.39
Agnico Eagle Mines Ltd 4.28
Enbridge Inc 4.04
Brookfield Corp Cl A 4.00
Constellation Software Inc 3.81
Canadian Natural Resources Ltd 3.69
Canadian Pacific Kansas City Ltd 3.31

Equity Style

Market capitalization is large. Equity style is growth.

Fixed Income Style

Fixed income style data not available
Period: 

Risk vs Return (3 Yr)

Created with Highcharts 10.3.3Risk (Annualized Standard Deviation)ReturnMedian DeviationMedian Return68101214161820220%5%10%15%20%25%30%35%

Sun Life MFS Canadian Equity Fund Series D

Median

Other - Canadian Equity

3 Yr Annualized

Standard Deviation 12.68% 12.68% 11.77%
Beta 1.01% 0.97% 0.88%
Alpha -0.02% -0.02% 0.00%
Rsquared 0.98% 0.95% 0.92%
Sharpe 0.91% 0.73% 0.68%
Sortino 1.79% 1.17% 0.88%
Treynor 0.11% 0.10% 0.09%
Tax Efficiency 95.82% 95.49% 94.42%
Volatility Volatility rating is 7 on a scale of 1 to 10 Volatility rating is 7 on a scale of 1 to 10 Volatility rating is 6 on a scale of 1 to 10

Risk Rating

Rating 7 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 10.94% 12.68% 12.68% 11.77%
Beta 1.04% 1.01% 0.97% 0.88%
Alpha -0.02% -0.02% -0.02% 0.00%
Rsquared 0.96% 0.98% 0.95% 0.92%
Sharpe 1.78% 0.91% 0.73% 0.68%
Sortino 4.17% 1.79% 1.17% 0.88%
Treynor 0.19% 0.11% 0.10% 0.09%
Tax Efficiency 97.81% 95.82% 95.49% 94.42%

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A40.0​40.041.1​41.10%10%20%30%40%50%60%70%80%90%100%

The E, S, and G scores are averaged for each security in the portfolio, to arrive at an ESG score for each security. We take the portfolio weighted average of the ESG scores for each fund and rank them against their peers to arrive at the Fundata ESG Score from 0-100.

Fundata E Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A42.7​42.744.2​44.20%10%20%30%40%50%60%70%80%90%100%

Three scores under the Environment bucket are averaged to yield the Fundata Environment Score for each fund from 0-100: (1) Pollution Prevention, (2) Environmental Transparency, (3) Resource Efficiency.

Fundata S Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A36.2​36.237.0​37.00%10%20%30%40%50%60%70%80%90%100%

Six scores under the Social bucket are averaged to yield the Fundata Social Score for each fund from 0-100. (1) Compensation and Satisfaction, (2) Diversity and Rights, (3) Education and Work Conditions, (4) Community and Charity, (5) Human Rights, (6) Sustainability Integration.

Fundata G Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A43.1​43.136.7​36.70%10%20%30%40%50%60%70%80%90%100%

Three scores under the governance bucket are averaged to yield the Fundata Governance Score for each fund from 0-100: (1) Board Effectiveness, (2) Management Ethics, (3) Disclosure and Accountability.

Powered by OWL Analytics. For more information, please contact Fundata Canada.

View the full methodology

Fund Details

Start Date December 31, 1988
Instrument Type Mutual Fund
Share Class Commission Based Advice
Legal Status Trust
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) -

Fund Codes

FundServ Code Load Code Sales Status
SUN666

Investment Objectives

The Fund aims for long-term capital growth primarily by investing in Canadian growth equity securities. The Fund may invest in global equity securities or other mutual funds.

Investment Strategy

In pursuing the Fund’s investment objective, the sub-advisor: seeks to invest in equity securities of companies it believes to have above-average earnings growth potential compared to other companies; may invest in companies of any size; seeks to invest primarily in securities of issuers located in Canada; may invest in equities around the world, including those in emerging markets.

Portfolio Management

Portfolio Manager

SLGI Asset Management Inc.

  • Eric B. Fischman
  • Matthew Barrett
  • Kevin Dwan
  • Paul J. Gordon
Sub-Advisor

MFS Institutional Advisors, Inc.

MFS Investment Management Canada Limited

  • Dimi Ntantoulis

Management and Organization

Fund Manager

SLGI Asset Management Inc.
Custodian

RBC Investor Services Trust (Canada)
Registrar

International Financial Data Services (Canada) Ltd
Distributor

-

Investment Minimums

RSP Eligible Yes
PAC Allowed Yes
PAC Initial Investment -
PAC Subsequent -
SWP Allowed Yes
SWP Min Balance -
SWP Min Withdrawal -

Fees

MER 1.61%
Management Fee 1.25%
Load No Load
FE Max -
DSC Max -
Trailer Fee Max (FE) -
Trailer Fee Max (DSC) -
Trailer Fee Max (NL) 0.25%
Trailer Fee Max (LL) -

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