À effet du 27 novembre 2021, les options Frais de souscription différés et Frais de souscription réduits ne seront plus offertes pour les souscriptions de fonds communs de placement de Placements mondiaux Sun Life. Les transferts entre fonds ayant la même option de frais de souscription seront autorisés.

Fonds d’actions mondiales diversifié MFS - Solutions FPG Sun Life Placement A

Management company - Sun Life Assurance - MFS

#Société de gestion - Sun Life Assurance - MFS
#Société de gestion - Sun Life Assurance - MFS
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Société de gestion

Sun Life du Canada, compagnie d'assurance-vie

Sous-conseiller

MFS Gestion de placements Canada limitée;
MFS Institutional Advisors, Inc.

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Fund suitability - 89

#Ce Fonds peut convenir aux épargnants qui - 84
#Ce Fonds peut convenir aux épargnants qui - 84
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Ce Fonds peut convenir aux épargnants qui :

  • À ceux qui veulent la diversification des actions à l’échelle mondiale dans leur portefeuille de placement
  • Investissent à long terme.
  • Peuvent tolérer un risque de placement faible à moyen.
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Risk profile - Low-Medium

#Profil de risque - Low-medium
#Profil de risque - Low-medium
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Profil de risque

Profil de risque - faible à modéré

Pour plus de précisions, veuillez vous reporter au prospectus simplifié.

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10K

#10K
#10K
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Le calculateur de croissance de 10 000 $ calcule le taux de rendement approximatif en tenant compte des données sur le rendement au premier jour ouvrable de chaque mois de la période choisie.
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Fund essentials - Sun GIF Solutions MFS Diversified Global Equity Investment Series A

#Données essentielles - Fonds d’actions mondiales diversifié MFS - Solutions FPG Sun Life Placement A
#Données essentielles - Fonds d’actions mondiales diversifié MFS - Solutions FPG Sun Life Placement A

Données essentielles

Date de création 04/10/2021
Inv min initial $ 100 000
Inv suppl min $ 100
RFG  %^ 0,00
Frais de gestion % 0,00

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Notes and disclaimers - Sun GIF Solutions MFS Diversified Global Equity

#Notes and disclaimers - Sun Life MFS Low Volatility International Equity Fund
#Notes and disclaimers - Sun Life MFS Low Volatility International Equity Fund
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NOTES AND DISCLAIMERS

§ Blended benchmark: 70% MSCI AC World C$ Index, 30% MSCI World C$ Index.

^Management Expense Ratio is an estimate in the first year.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. For periods greater than one year, the indicated rates of return are the average annual compounded total returns as of the date indicated including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Ratings and/or ranking information is subject to change monthly.

Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis.

Morningstar star ratings are an objective, quantitative measure of a fund's historical risk-adjusted performance relative to other funds in its category, and are calculated from a fund's 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. The top 10% of the funds in a category earn five stars; the next 22.5% four stars; the following 35% three stars; the next 22.5% two stars, and the bottom 10% one star. The Overall Rating is a weighted combination of the 3, 5, and 10-year ratings. Only funds with at least a three-year track record are considered, and ratings are calculated only for categories with at least 20 funds.

Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Each fund within a peer group is ranked based on its performance, and these rankings are broken into quarters or quartiles. 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. The point in which half the funds had better performance and half had worse performance is the median. If 100 funds are being compared, there would be four quartiles of twenty-five funds each. The median would be the fiftieth fund.

For more details on the calculation of Morningstar star ratings or quartile rankings, please see www.morningstar.ca.

The Morningstar Style BoxTMreveals a fund's investment strategy. 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). For fixed-income funds the vertical axis shows the average credit quality of the bonds owned, and the horizontal axis shows interest rate sensitivity as measured by a bond's duration (short, intermediate or long).

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. 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. 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. 2) The stock that causes cumulative capitalization to equal or exceed 40% of the style zone's total cap is the final one assigned to the giant-cap group. 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. 4) The largest of the remaining stocks are assigned to the mid-cap group until cumulative capitalization equals or exceeds 90% of the total capitalization of the style zone. 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. 6) The remaining stocks are assigned to the micro-cap group. The Market Capitalization Breakdown at a fund level is a breakdown of the capitalization assignments of the fund's equity holdings.

Morningstar category averages are equal-weighted category returns. The calculation is simply the average of the returns for all the funds in a given category. The standard category average calculation is based on constituents of the category at the end of the period.

Categories are assigned by Canadian Investment Funds Standards Committee (CIFSC) based on an evaluation of a fund's holdings. A fund's category may change at any time. Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition.

The calculators found on this website and/or within fund pages generated by this website and by users are provided for illustrative purposes only. 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.

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 Sun Life Global Investments (Canada) Inc. 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. 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 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. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions.

© 2016 Morningstar Research Inc. All Rights Reserved. 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. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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Approach - MFS Investment Management

#Approche - MFS Investment Management
#Approche - MFS Investment Management
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APPROCHE DE LA GESTION DE PLACEMENTS

MFS Investment Management

La MFS Investment Management a guidé les investisseurs à travers les conditions de marché les plus extrêmes. Dans les meilleurs moments comme dans les pires, la société s'est efforcée pendant des dizaines d'années à perfectionner ses processus de placement selon quatre principes clés : utiliser une approche ascendante, adopter une perspective mondiale, collaborer et gérer le risque.

Approche ascendante. La MFS croit que la réussite en matière de placement repose essentiellement sur l'analyse fondamentale détaillée de chaque entreprise.

Perspective mondiale. Des analystes dans de nombreux grands centres financiers, situés partout dans le monde, recherchent les meilleures occasions de placement.

Collaboration. La MFS est d'avis que les idées s'améliorent lorsqu'elles sont examinées attentivement et constamment remises en question.

Gestion du risque. La gestion du risque est une valeur intrinsèque du processus de placement entier de la MFS.

La société MFS Investment Management s'est unie à McLean Budden au Canada en novembre 2011. Ensemble, les deux sociétés comptent 150 ans d'expérience dans l'univers des placements. Forte de cet attachement commun à la recherche fondamentale et équilibrée dans tous les coins du monde, la MFS vise 150 autres années.

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Objective - 91

#Objective - 91
#Objective - 91
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Investment objective

The fund's investment objective is to seek capital appreciation by investing primarily in mutual funds that primarily invest in equity securities of issuers located in the United States.

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