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Sun GIF Solutions Sun Life MFS Low Volatility Global Equity Estate Series A

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Global Equity

FundGrade A Click for more information on Fundata’s FundGrade

FundGrade A

Click for more information on Fundata’s FundGrade.

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

Fundata ESG Grade D

Click for more information on Fundata’s ESG Grade.

FundGrade A+® Rating Recipient

FundGrade A+® Rating Recipient

2024

Click for more information on Fundata’s FundGrade

NAVPS
(06-12-2025) 		$19.07
Change
$0.07 (0.37%)

As at May 31, 2025

As at April 30, 2025

As at May 31, 2025

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

Legend

Sun GIF Solutions Sun Life MFS Low Volatility Global Equity Estate Series A

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Fund Returns

Inception Return (May 09, 2016): 7.33%

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 1.25% -1.02% 0.23% 2.53% 12.63% 12.94% 11.32% 9.07% 8.78% 7.33% 7.61% 6.58% 7.18% -
Benchmark 5.37% -2.04% 0.91% 0.76% 14.46% 18.99% 15.33% 10.43% 13.24% 12.16% 10.74% 10.38% 11.55% 10.33%
Category Average 5.09% -1.64% 0.15% 1.47% 10.88% 14.99% 11.56% 7.12% 10.59% 9.58% 8.35% 7.99% 8.85% 7.69%
Category Rank 1,029 / 1,035 207 / 1,035 346 / 1,035 210 / 1,035 296 / 1,001 532 / 916 326 / 871 115 / 853 478 / 798 457 / 683 167 / 549 213 / 529 245 / 515 -
Quartile Ranking 4 1 2 1 2 3 2 1 3 3 2 2 2 -

Monthly Return

Created with Highcharts 10.3.3-6%-4%-2%0%2%4%6%
Monthly Return
Return % Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May
Fund 0.99% 5.20% 1.76% 0.15% -0.29% 4.08% -2.25% 2.13% 1.43% -0.38% -1.87% 1.25%
Benchmark 2.29% 2.79% 0.04% 2.54% 0.69% 4.44% 0.14% 3.94% -1.04% -4.18% -2.97% 5.37%

Best Monthly Return Since Inception

6.28% (November 2022)

Worst Monthly Return Since Inception

-7.02% (February 2020)

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 - - 8.31% 4.17% 11.26% 1.48% 13.01% -4.02% 8.09% 19.73%
Benchmark 16.88% 5.18% 16.29% -1.79% 21.41% 13.15% 17.62% -12.64% 19.37% 26.84%
Category Average 8.98% 3.86% 14.23% -5.38% 19.94% 11.73% 16.21% -13.86% 15.08% 20.13%
Quartile Ranking - - 3 1 4 4 3 1 4 3
Category Rank - - 375/ 520 17/ 537 583/ 681 617/ 759 598/ 829 96/ 870 755/ 901 512/ 992

Best Calendar Return (Last 10 years)

19.73% (2024)

Worst Calendar Return (Last 10 years)

-4.02% (2022)

Asset Allocation

Asset Allocation
Name Percent
US Equity 47.10
International Equity 44.32
Canadian Equity 7.86
Cash and Equivalents 0.72

Sector Allocation

Sector Allocation
Name Percent
Technology 18.58
Financial Services 14.94
Consumer Services 11.99
Healthcare 9.75
Consumer Goods 9.32
Other 35.42

Geographic Allocation

Geographic Allocation
Name Percent
North America 55.68
Asia 21.50
Europe 19.89
Latin America 2.41
Africa and Middle East 0.51
Other 0.01

Top Holdings

Top Holdings
Name Percent
Sun Life MFS Low Volatility Global Equity Fund A 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 Return68101214161820222426-20%-10%0%10%20%30%40%

Sun GIF Solutions Sun Life MFS Low Volatility Global Equity Estate Series A

Median

Other - Global Equity

3 Yr Annualized

Standard Deviation 8.63% 8.48% -
Beta 0.57% 0.59% -
Alpha 0.02% 0.01% -
Rsquared 0.68% 0.69% -
Sharpe 0.83% 0.75% -
Sortino 1.73% 1.16% -
Treynor 0.13% 0.11% -
Tax Efficiency 100.00% 100.00% -
Volatility Volatility rating is 4 on a scale of 1 to 10 Volatility rating is 4 on a scale of 1 to 10 -

Risk Rating

Rating 4 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 7.55% 8.63% 8.48% -
Beta 0.43% 0.57% 0.59% -
Alpha 0.06% 0.02% 0.01% -
Rsquared 0.34% 0.68% 0.69% -
Sharpe 1.15% 0.83% 0.75% -
Sortino 2.72% 1.73% 1.16% -
Treynor 0.20% 0.13% 0.11% -
Tax Efficiency 100.00% 100.00% 100.00% -

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A28.2​28.250.3​50.30%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: A10.9​10.949.5​49.50%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: A31.2​31.251.4​51.40%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: A49.6​49.652.9​52.90%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 May 09, 2016
Instrument Type Segregated Fund
Share Class Commission Based Advice
Legal Status Trust
Sales Status Open
Currency CAD
Distribution Frequency No Distribution
Assets ($mil) -

Fund Codes

FundServ Code Load Code Sales Status
SLFSE183
SLFSE283
SLFSE383
SLFSE783

Investment Objectives

-

Investment Strategy

-

Portfolio Management

Portfolio Manager

SLGI Asset Management Inc.
Sub-Advisor

MFS Investment Management Canada Limited

MFS Institutional Advisors, Inc.

Management and Organization

Fund Manager

Sun Life Assurance Company of Canada
Custodian

RBC Investor Services Trust (Canada)
Registrar

-
Distributor

-

Investment Minimums

RSP Eligible Yes
PAC Allowed Yes
PAC Initial Investment 50
PAC Subsequent 50
SWP Allowed No
SWP Min Balance -
SWP Min Withdrawal -

Fees

MER 3.14%
Management Fee 2.00%
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) 1.00%
Trailer Fee Max (NL) -
Trailer Fee Max (LL) -

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