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Sun Life MFS International Opportunities Class Series A

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International Equity

FundGrade B Click for more information on Fundata’s FundGrade

FundGrade B

Click for more information on Fundata’s FundGrade.

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

Fundata ESG Grade A

Click for more information on Fundata’s ESG Grade.

FundGrade A+® Rating Recipient

FundGrade A+® Rating Recipient

2020, 2019

Click for more information on Fundata’s FundGrade

NAVPS
(05-16-2025) 		$21.67
Change
$0.03 (0.15%)

As at April 30, 2025

As at March 31, 2025

As at April 30, 2025

Period
Created with Highcharts 10.3.3Jan 2014Jan 2015Jan 2016Jan 2017Jan 2018Jan 2019Jan 2020Jan 2021Jan 2022Jan 2023Jan 2024Jan 2025Jul 2022Oct 2022Apr 2023Jul 2023Oct 2023Apr 2024Jul 2024Oct 2024Apr 2025Jan 2014Jan 2016Jan 2018Jan 2020Jan 2022Jan 2024$10,000$15,000$20,000$25,000$30,000$8,000$9,000$11,000$12,000$13,000$14,000Period

Legend

Sun Life MFS International Opportunities Class Series A

Compare Options

Fund Returns

Inception Return (August 01, 2013): 8.04%

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 -0.21% -1.64% 3.76% 3.90% 15.70% 9.13% 10.91% 5.91% 8.57% 6.52% 6.71% 7.13% 8.48% 7.16%
Benchmark 0.66% 1.09% 7.07% 6.87% 11.81% 11.28% 11.79% 6.83% 10.51% 7.21% 6.12% 6.46% 8.04% 6.69%
Category Average -0.04% -0.20% 5.18% 5.32% 10.73% 9.28% 10.04% 5.03% 9.11% 6.07% 5.29% 5.45% 6.84% 5.39%
Category Rank 313 / 800 486 / 797 494 / 795 467 / 795 136 / 770 400 / 735 296 / 714 322 / 692 415 / 652 306 / 615 144 / 541 102 / 483 104 / 431 70 / 372
Quartile Ranking 2 3 3 3 1 3 2 2 3 2 2 1 1 1

Monthly Return

Created with Highcharts 10.3.3-4%-2%0%2%4%6%8%
Monthly Return
Return % May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Fund 3.64% 0.41% 3.04% 2.02% 4.03% -2.02% -0.46% 0.33% 5.63% 1.16% -2.56% -0.21%
Benchmark 2.60% -0.96% 4.08% 0.37% 1.09% -2.68% 0.03% 0.16% 5.72% 1.20% -0.76% 0.66%

Best Monthly Return Since Inception

12.43% (November 2022)

Worst Monthly Return Since Inception

-7.68% (October 2018)

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 18.71% -3.46% 22.13% -2.57% 18.66% 10.77% 6.96% -11.56% 10.19% 16.78%
Benchmark 19.41% -1.70% 18.37% -6.81% 16.27% 8.01% 8.97% -10.67% 15.74% 11.18%
Category Average 13.82% -2.56% 17.84% -8.91% 17.54% 7.87% 8.64% -12.60% 13.75% 10.76%
Quartile Ranking 2 3 1 1 2 2 3 2 4 1
Category Rank 133/ 366 273/ 410 60/ 470 93/ 530 250/ 597 264/ 647 484/ 677 326/ 699 655/ 729 56/ 764

Best Calendar Return (Last 10 years)

22.13% (2017)

Worst Calendar Return (Last 10 years)

-11.56% (2022)

Asset Allocation

Asset Allocation
Name Percent
International Equity 88.48
Canadian Equity 7.89
Cash and Equivalents 2.38
US Equity 1.25

Sector Allocation

Sector Allocation
Name Percent
Technology 22.17
Consumer Goods 14.84
Basic Materials 11.88
Financial Services 11.69
Industrial Goods 11.43
Other 27.99

Geographic Allocation

Geographic Allocation
Name Percent
Europe 57.18
Asia 29.30
North America 11.52
Latin America 1.99
Other 0.01

Top Holdings

Top Holdings
Name Percent
Sun Life MFS International Opport Fund Series I 100.00

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 Return91011121314151617181920210%5%10%15%20%25%

Sun Life MFS International Opportunities Class Series A

Median

Other - International Equity

3 Yr Annualized

Standard Deviation 13.24% 12.23% 11.66%
Beta 0.95% 0.89% 0.88%
Alpha 0.00% -0.01% 0.01%
Rsquared 0.83% 0.82% 0.84%
Sharpe 0.55% 0.54% 0.51%
Sortino 1.11% 0.81% 0.61%
Treynor 0.08% 0.07% 0.07%
Tax Efficiency 97.76% 97.47% 94.27%
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 8.63% 13.24% 12.23% 11.66%
Beta 0.93% 0.95% 0.89% 0.88%
Alpha 0.04% 0.00% -0.01% 0.01%
Rsquared 0.72% 0.83% 0.82% 0.84%
Sharpe 1.31% 0.55% 0.54% 0.51%
Sortino 3.24% 1.11% 0.81% 0.61%
Treynor 0.12% 0.08% 0.07% 0.07%
Tax Efficiency 99.66% 97.76% 97.47% 94.27%

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A94.9​94.973.6​73.60%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: A90.6​90.672.2​72.20%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: A96.9​96.979.1​79.10%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: A85.5​85.566.8​66.80%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 August 01, 2013
Instrument Type Mutual Fund
Share Class Commission Based Advice
Legal Status Corporation
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) -

Fund Codes

FundServ Code Load Code Sales Status
SUN5103
SUN5203
SUN5303

Investment Objectives

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 Opportunities Fund or its successor fund (the “underlying Trust Fund”).

Investment Strategy

The portfolio manager currently intends to achieve the Fund’s investment objectives by investing all, or substantially all, of the assets of the Fund in the underlying Trust Fund, a mutual fund that is managed by us and sub-advised by MFS Institutional Advisors, Inc. (the “sub-advisor”).

Portfolio Management

Portfolio Manager

SLGI Asset Management Inc.

  • Chhad Aul
Sub-Advisor

-

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 50
PAC Subsequent 50
SWP Allowed Yes
SWP Min Balance 5,000
SWP Min Withdrawal 50

Fees

MER 2.23%
Management Fee 1.80%
Load Choice of Front or No Load
FE Max 5.00%
DSC Max 5.50%
Trailer Fee Max (FE) 1.00%
Trailer Fee Max (DSC) 0.50%
Trailer Fee Max (NL) -
Trailer Fee Max (LL) -

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