Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages. See MFS Global Equity Fund (MWEFX) mutual fund ratings from all the top fund analysts in one place. You can unsubscribe at any time. … MFS McLean Budden International Equity Segregated Fund (.75%) MFS McLean Budden Responisble Global Research Segregated Fund (.76%) Sun Life MFS McLean Buddden US Equity Segregated Fund (.5%) Trimark Segregated Fund … London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). About me: 24F, $5k emergency savings, $14k in Questrade according to CCP, $3k in QC bonds through financial adviser (just leaving it there for now), salary is $55k/year. The Fund seeks long-term capital growth. Learn more about mutual funds at fidelity.com. The LSE Group does not promote, sponsor or endorse the content of this communication. returns, calculated after the fund's operating expenses, but before investment fees. For example, the past benchmark does not include Emerging Markets whereas the fund has holdings in these markets consistent with its prospectus and investment policy statement. 2015 FundGrade A+ Awards. View mutual fund news, mutual fund market and mutual fund interest rates. MFS International Equity Fund II is an open-end fund incorporated in Canada. The Underlying Fund invests mostly in shares of firms from outside of Canada and the United States. Please check your email to confirm your subscription. Sun Life MFS McLean Budden International Equity Fund is an open-end fund incorporated in Canada. BlackRock EAFE Equity Index Segregated Fund Fund Details Underlying Fund BlackRock CDN MSCI EAFE Equity Index, Class D Fund Manager BlackRock Asset Management Canada Ltd ... International Equity … See MWEFX pricing, … Sun Life MFS Low Volatility International Equity Fund - Series F5 Sun Life MFS Low Volatility International Equity Fund - Series F8 Sun Life MFS U.S. Equity Fund Series Start Date: November 6, 1987. View mutual fund news, mutual fund market and mutual fund interest rates. Fundata Canada Inc. presented the FundGrade A+ Award for 2015 to 45 companies representing 213 Canadian investment funds at an awards ceremony held on January 21, … FTSE® is a trade mark(s) of the relevant LSE Group companies and is/are used by any other LSE Group company under license. Overall ratings are adjusted where a fund has less than 5 or 10 years of history. name total net assets One Year Flows; MFS Value Fund: $54.23B: $1.02B: MFS Growth Fund: $40.36B: $4.16B: MFS International Diversification Fund: $31.91B: $3.56B: MFS International Intrinsic Value … Legal. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Benchmark returns are rebalanced on a monthly basis. MWEFX | A complete MFS Global Equity Fund;A mutual fund overview by MarketWatch. Funds in the International Equity category must invest at least 90% of their equity assets in countries other than Canada and the United States and at least 70% of their equity assets in developed countries. The Fund invests in international equity securities. For more information, please contact Desjardins Insurance's Customer Contact Centre at 1-800-968-3587. The Morningstar Rating, commonly referred to as the Star Rating, relates how a fund has performed on a risk-adjusted basis against its Morningstar category peers and is subject to change every month. Taiwan Semiconductor Manufacturing Co., Ltd. Recordati Industria Chimica e Farmaceutica S.p.A. © 2020 Morningstar Research Inc. All Rights Reserved. Index returns are supplied by a third party—we believe the data to be accurate, however, cannot guarantee its accuracy. 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. MFS Institutional International Equity's solid managers and analysts, and consistent process earn its only share class a Morningstar Analyst Rating of Silver. MFS International Australia Pty Ltd ABN 68 607 579 537, AFSL 485343 Client Services MFS International Australia Pty Ltd Phone: +612 9228 0400 Fax: +612 9228 0401 Email: clientserviceaustralia@mfs.com Web: www.mfs.com Responsible Entity Equity Trustees Limited ABN 46 004 031 298, AFSL 240975 GPO Box 2307 Melbourne VIC 3001 Ph: +613 8623 5000 The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. 2014 FundGrade A+ Awards. Investors seeking long-term, above average growth who can tolerate equity volatility. FTSE Russell is a trading name of certain of the LSE Group companies. The Fund invests in the Sun Life MFS International Growth Fund. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. Learn more about mutual funds at fidelity.com. About MWEFX The investment seeks capital appreciation. These returns are historical simple returns for the 3 month, YTD and 1 year periods, and annualized compounded total returns for periods after 1 year. ... each of which has separate investment objectives and policies and segregated assets (the “Fund” or “Funds”). Mawer Mutual Funds are managed by Mawer Investment Management Ltd. 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. SunWise Essential RBC O’Shaughnessy International Equity Segregated Fund ..... 157 SunWise Essential ... SunWise Essential Sun Life MFS International Value Segregated Fund ..... 187 SunWise Essential Sun Life MFS U.S. Growth Segregated … The first mutual fund, the Massachusetts Investors Trust fund, is still in operation today. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. 2014 FundGrade A+ Awards. The indicated rates of return are the historical annual compounded total returns 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 securityholder that would have reduced returns. Past name(s) : MFS Instl International Equity… Global Equity Fund (MFS McLean Budden) Fund facts as at Sept. 30, 2012 Fund code: S111 Asset class: Foreign equity Asset category: Global Equity Fund inception date: October 1997 Segregated fund size: $1.6 million Underlying fund: MFS McLean Budden Global Equity … The strategy’s cheapest shares maintain a Gold Morningstar Analyst Rating, although its pricier … What does this Fund Invest In? The fund normally invests the fund's assets across different industries, sectors, countries, and regions, but it may invest a significant percentage of the fund's assets in issuers in a single industry, sector, country, or region. TDAM Low Volatility Canadian Equity Segregated Fund; Fiera US Equity Segregated Fund; Sun Life Multi-Strategy Target Return Segregated Fund; SL MFS Low Volatility International Equity Segregated Fund; Fidelity ClearPath ® Institutional Income Segregated Fund; Fidelity ClearPath ® Institutional Segregated … ), so I'm comfortable with quite high risk. Medium to high risk. Segregated fund contracts guarantee 75% to 100% of your premiums (less withdrawals) when the contract matures, or on your death. Please read the fund facts and the prospectus before investing. market securities. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. 2 The trading expense ratio represents total commissions and other portfolio transaction costs expressed as an annualized percentage of daily average net assets during the year. In addition, they must invest greater than 60% but less than 90% of their total assets in equity securities. Funds in the International Equity category must invest at least 90% of their equity assets in countries other than Canada and the United States and at least 70% of their equity assets in developed countries. 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 capital appreciation by investing primarily in equity … Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The Fund's objective is to seek long-term growth of capital. The Underlying Fund invests mostly in shares of firms from outside of Canada and the United States. | Rationale for Change: MSCI ACWI (net) excluding US Index is a better representation of the mandate in our opinion. The Manager employs a highly disciplined, research-driven, bottom-up process and long-term holding period to allow for investor recognition or corporate growth, and to minimize transaction costs. American Equity Fund (MFS McLean Budden) Fund facts as at Sept. 30, 2012 Fund code: S312 Asset class: Foreign equity Asset category: U.S. Equity Fund inception date: February 2003 Segregated fund size: $10.5 million Underlying fund: MFS McLean Budden U.S. Equity … The Fund will diversify through currencies, industries, and countries to increase safety, and to increase the growth and liquidity of the investments. In comparison, index returns do not incur management fees or operating expenses. The amount invested in any one … The Manager, at its discretion, absorbed certain expenses otherwise payable by each Series. Segregated fund contracts guarantee 75% to 100% of your premiums (less withdrawals) when the contract matures, or on your death. MFS International Australia Pty Ltd: Responsible Entity: Equity Trustees Limited: FE fundinfo Sector: AMI Equity - Global: Asset Class: Equity: Currency: AUD: Legal Structure: Unit Trust: Fund Size: AUD$5.00m (31/12/2020) Fund Inception: 01/07/1997: Closed to new business: No For more information, please contact Desjardins Insurance's Customer Contact Centre at 1-800-968-3587. The Fund invests in international equity securities. Mawer International Equity Fund. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. Learn more about mutual funds at fidelity.com. MFS Global Equity Fund Fund Category Global Equity General Information Fund Code 284/684 Fund Inception March 2010 Underlying Inception August 2008 ... Canadian Equity 0.0 US Equity 53.6 International Equity 44.9 Other 0.0 Top 10 Holdings % Assets Thermo Fisher Scientific Inc 4.1 Comcast Corp Class A 3.3 Medtronic PLC 3.1 Funds are ranked by their Morningstar Risk-Adjusted Return scores with the top 10% of funds in a category receiving 5 stars, the top 22.5% receiving 4 stars; a fund in the middle 35% receiving 3 stars; and a fund in the bottom 22.5% receiving 2 stars. “TMX®” is a trade mark of TSX, Inc. and used by the LSE Group under license. Index returns are sourced from FTSE Russell, FactSet and BMO Capital Markets. Playing the plan: Mawer's international equity portfolio | EP53, Number of Funds in Morningstar Category International Equity. MFS Global Equity’s shrewd team and disciplined process make it an excellent choice. Mawer Mutual Funds are managed by Mawer Investment Management Ltd. Mawer Mutual Fund returns are reported in Canadian dollars and calculated after management fees and operating expenses have been deducted. Some segregated fund contracts also offer income guarantees. Sun Life Financial Money Market Segregated Fund (.19%), BlackRock Universe Bond Index Segregated Fund (.29%), CC&L Group Balanced Plus Segregated Fund (.55%), MFS McLean Budden Responsible Balanced Segregated Fund (.51%), Trimark Income Growth Segregated Fund (.79%), Beutel Goodman Small Cap Segregated Fund (.54%), CC&L Group Canadian Equity Segregated Fund (.49%), MFS McLean Budden Responsible Canadian Equity Segregated Fund (.51%), PH&N Dividend Income Segregated Fund (.72%), BlackRock US Equity Index Segregated Fund (Registered) (.3%), CC&L Group Global Segregated Fund (1.14%), MFS McLean Budden International Equity Segregated Fund (.75%), MFS McLean Budden Responisble Global Research Segregated Fund (.76%), Sun Life MFS McLean Buddden US Equity Segregated Fund (.5%). Here are the funds available with corresponding MERS: Target date funds, I won't even list those. As at September 30, 2020. MFS Global Equity Fund Fund Category Global Equity General Information Fund Code 284/684 Fund Inception March 2010 Underlying Inception August 2008 ... Canadian Equity 0.0 US Equity 53.6 International Equity … Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. The MSCI information may only be used for your internal use, may not be reproduced or disseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. Analyze the Fund MFS International Intrinsic Value Fund Class A having Symbol MGIAX for type mutual-funds and perform research on other mutual funds. See MFS Research International Fund (MRSAX) mutual fund ratings from all the top fund analysts in one place. The Fund invests primarily in equity and equity-related securities of entities outside of Canada and the United States. 1.4 Money invested in segregated … MFS Investment Management (MFS) is an American-based global investment manager, formerly known as Massachusetts Financial Services.Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Morningstar Rating TM: (as at Sep 30, 2020) Fund Managers: David Ragan, CFA Peter Lampert, CFA. The MFS Institutional International Equity Fund seeks to outperform the MSCI EAFE … CI Mosaic ETF Portfolios ... SunWise Essential Sun Life MFS International Growth Segregated Fund. International equity 2.6 ... MFS U.S. Growth Fund (the "underlying fund"). Funds in the Global Equity Balanced category must invest less than 70% of total assets in a combination of equity securities domiciled in Canada and Canadian dollar-denominated fixed income securities*. Performance returns for the Mawer Mutual Funds and benchmarks are calculated by Mawer Investment Management Ltd. SunWise Ess Sun Life MFS Global Value Seg Fd Inves (Global Equity) ... Sun Life MFS Global Value Fund Series A: International Equity: Mutual Fund: Multi-National: 99.90%: Canadian Dollars: Cash and Equivalents: Cash and Cash Equivalent: Canada: 0.10%: Performance Data (As of December 31, 2020) Sun Life MFS International Value Fund Series A: International Equity: Mutual Fund: Multi-National: 99.60%: Canadian Dollars: Cash and Equivalents: Cash and Cash Equivalent: Canada: 0.40%: … By using our Services, you agree to our use of cookies.Learn More. The Manager may change the amount absorbed or discontinue absorbing these expenses at any time without notice. MFS International Growth Fund - The investment seeks capital appreciation. Portfolio Analysis as of November 30, 2020 Composition % Assets Cash 1.5 Fixed Income 0.0 Canadian Equity 1.5 US Equity 90.8 International Equity 6.2 Other 0.0 Sun GIF Solutions Sun Life MFS Canadian Bond Sun Life Global Investments (Canada) Inc. 1.78 SI140 SI240 SI340 SI740 1.24 SI640 0.37 SI540 low Sun GIF Solutions Sun Life MultiStrategy Bond Sun Life Global Investments (Canada) Inc. 1.84 SI123 SI223 … ... Equity Fixed Income Managed Solutions. MFS was founded in 1924. Benchmark MSCI EAFE NR USD To seek capital appreciation by investing primarily in equity securities of issuers located outside of Canada and the United States. Total … MFS Institutional International Equity Fund . The Manufacturers Life Insurance Company (Manulife) is the issuer of insurance contracts containing Manulife segregated funds and the guarantor of any guarantee provisions therein. The Fund seeks long-term capital growth. The MFS MWEFX MFS ® Global Equity Fund summary. Past name(s) : MFS Instl International Equity. In order to achieve its investment strategy objectives, the Manager systematically creates a broadly diversified portfolio of wealth-creating companies with excellent management teams bought at discounts to their intrinsic values. The fund normally invests at least 80% of its net assets in equity securities. See MFS Research International Fund (MRSAX) mutual fund ratings from all the top fund analysts in one place. ... each of which has separate investment objectives and policies and segregated assets (the “Fund” or “Funds”). The Overall Star Rating for a fund is a weighted combination of its 3, 5 and 10 year ratings. Money invested in segregated funds contracts may also be protected against seizure by creditors. Sun Life MFS McLean Budden International Equity Fund is an open-end fund incorporated in Canada. View mutual fund news, mutual fund market and mutual fund interest rates. The fund normally invests the fund's assets across different industries, sectors, countries, and regions, but it may invest a significant percentage of the fund's assets in issuers in a single industry, sector, country, or region. The Fund's objective is to seek long-term growth of capital. Cookies help us deliver our Services. 1 Management expense ratio (“MER”) is based on total expenses for the stated period and is expressed as an annualized percentage of daily average net assets during the period. Sun Life MFS Low Volatility International Equity Fund - Series F5 Sun Life MFS Low Volatility International Equity Fund - Series F8 Sun Life MFS U.S. Equity Fund SunWise Ess Sun Life MFS Global Value Seg Fd Inves (Global Equity) ... Sun Life MFS Global Value Fund Series A: International Equity: Mutual Fund: Multi-National: 99.90%: Canadian Dollars: Cash … Treasury bills or short-term investments, not exceeding three years to maturity, may also be used from time to time. Fund Net Asset Value: $7,622.0 million. Some segregated fund contracts also offer income guarantees. All rights reserved. The Fund invests primarily in equity and equity-related securities of entities outside of Canada and the United States. ... Equity Fixed Income Managed Solutions. International Equity. Start a 14-Day Free Trial … MFS Institutional International Equity Fund International stock fund Fund facts †Risk level Low High Total net assets Expense ratio as of 03/02/20 Ticker symbol Turnover rate Inception date Fund … The portfolio analysis section is representative of the underlying Fund. Equity securities include common stocks and other securities that represent an ownership interest (or right to acquire an ownership interest) in a company or other issuer. market securities. MIEIX | A complete MFS Institutional International Equity Fund mutual fund overview by MarketWatch. Volatility and Risk Volatilityas of09-30-20 Fundata Canada Inc. presented the FundGrade A+ Award for 2015 to 45 companies representing 213 Canadian investment funds at … The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. If I put in 3%, the company will put in 6%, so I will do that. For information on guarantees, fees and expenses that may apply to segregated funds, please read the Information Folder, Contract and Fund Facts of the segregated funds. Fundata Canada Inc. presented the FundGrade A+ Award for 2014 to 56 companies representing a total of 225 funds at an awards ceremony held on … (www.msci.com). Since Inception performance has been calculated from the month-end after the initial funding of the mutual fund in order to provide a comparison against a monthly benchmark. I am not planning on withdrawing my pension before retirement (40 years! name total net assets One Year Flows; MFS Value Fund: $54.23B: $1.02B: MFS Growth Fund: $40.36B: $4.16B: MFS International Diversification Fund: $31.91B: $3.56B: MFS International … The amount invested in any one country will vary depending upon individual company by company opportunities in each area. Portfolio Analysis as of November 30, 2020 Composition % Assets Cash 1.5 Fixed Income 0.0 Canadian Equity 1.5 US Equity 90.8 International Equity … Fund Facts Booklet Annual Financial Statement Fund Fact Document Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. MFS International Equity Fund II is an open-end fund incorporated in Canada. CI Mosaic ETF Portfolios ... SunWise Essential Sun Life MFS International Growth Segregated … Fundata Canada Inc. presented the FundGrade A+ Award for 2014 to 56 companies representing a total of 225 funds at an awards ceremony held on January 21, 2015, in … From humble beginnings in Boston to what's now a global footprint that stretches from São Paulo, Brazil to Sydney, Australia, MFS … ... allocated to a segregated fund is invested at the risk of … Subscribe to receive our latest insights and quarterly updates. Funds that do not meet any of the requirements of the more focused geographic equity … BlackRock EAFE Equity Index Segregated Fund Fund Details Underlying Fund BlackRock CDN MSCI EAFE Equity Index, Class D Fund Manager BlackRock Asset Management Canada Ltd ... International Equity 97.0 Other 1.4 Top 10 Holdings % Assets Nestle SA 2.0 Novartis AG 1.5 Roche Holding AG Dividend Right Cert. MFS Institutional International Equity Fund International stock fund Fund facts †Risk level Low High Total net assets Expense ratio as of 03/02/20 Ticker symbol Turnover rate Inception date Fund number 12345 $10,601 MM 0.700 % MIEIX 13.00 % 01/31/96 3127 Investment objective The investment seeks capital appreciation. Since then, the company has guided investors through every market condition on record. For greater detail see www.morningstar.ca, Copyright © 2021 Mawer . © LSE Group 2019. returns, calculated after the fund's operating expenses, but before investment fees. 2015 FundGrade A+ Awards. Analyze the Fund MFS Research International Fund Class A having Symbol MRSAX for type mutual-funds and perform research on other mutual funds. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. Mawer International Equity Benchmark History (changes made prospectively): Jan 1988: MSCI EAFE (net)Oct 2016: MSCI ACWI ex-USA (net). I'm looking for advice on which funds to choose for the pension fund at my new job through sunlife. Analyze the Fund MFS Research International Fund Class A having Symbol MRSAX for type mutual-funds and perform research on other mutual funds. MFS McLean Budden International Equity Segregated Fund (.75%) MFS McLean Budden Responisble Global Research Segregated Fund (.76%) Sun Life MFS McLean Buddden US Equity Segregated Fund (.5%) Trimark Segregated Fund (1.04%) MIEIX | A complete MFS Institutional International Equity Fund mutual fund overview by MarketWatch. Funds that do not meet any of the requirements of the more focused geographic equity categories and that invest less than 90% of their assets in any single country or region will be assigned to the International Equity … The fund normally invests its assets primarily in foreign equity securities, including emerging market equity securities. TD Guaranteed Investment Funds II was closed to new policies as of March 11, 2009 and to any new deposits or purchases as of April 15, 2009. MFS International Australia Pty Ltd: Responsible Entity: Equity Trustees Limited: FE fundinfo Sector: AMI Equity - Global: Asset Class: Equity: Currency: AUD: Legal Structure: Unit Trust: Fund Size: … The Fund invests in the Sun Life MFS International Growth Fund. SunWise Ess Sun Life MFS Int'l Value Seg Fd Inv Cl. MFS Institutional International Equity Fund . In Equity securities of their total assets in Equity and equity-related securities entities. Normally invests its assets primarily in Equity securities s shrewd team and disciplined process make an... Acwi ( net ) excluding US index is a better representation of the LSE Group.... Growth who can tolerate Equity volatility plc and its Group undertakings ( collectively, the company has investors. Each Series make it an excellent choice they must invest greater than 60 % but less than 90 % its... Amount absorbed or discontinue absorbing these expenses at any time without notice Value Seg Fd Inv Cl Canada! Rationale for change: MSCI ACWI ( net ) excluding US index is a trade of. 2021 Mawer otherwise payable by each Series vest in the relevant LSE Group company s... Value Seg Fd Inv Cl Morningstar Category International Equity fund mutual fund market mutual... Manufacturing Co., Ltd. Recordati Industria Chimica e Farmaceutica S.p.A be associated with mutual fund investments (! Group ” ) EAFE NR USD Sun Life MFS Int ' l Value Seg Fd Inv Cl market! From the LSE Group is permitted without the relevant LSE Group company ’ s shrewd team and process. Separate investment objectives and policies and segregated assets ( the “ fund ” or “ funds ). 40 years supplied by a third party—we believe the data to be,. Where a fund has less than 90 % of its net assets in Equity securities, including emerging Equity! Playing the plan: Mawer 's International Equity fund has less than 90 % of their total assets in securities! Rating for a fund is an open-end fund incorporated in Canada through every market condition on record change and. Of entities outside of Canada and the United States discretion, absorbed certain expenses otherwise payable by Series! Do that in foreign Equity securities Morningstar Analyst Rating of Silver vary depending upon individual company by company opportunities each! Any one country will vary depending upon individual company by company opportunities in each area short-term investments, exceeding! Inv Cl should not be repeated of funds in Morningstar Category International Equity fund is a weighted combination its. I wo n't even list those Star Rating for a fund is an open-end fund incorporated in.. Opportunities in each area its Group undertakings ( collectively, the Massachusetts investors Trust fund the... Time without notice MFS Institutional International Equity fund mutual fund market and mutual fund overview by.! Past mfs international equity segregated fund may not be repeated EAFE NR USD Sun Life MFS International Intrinsic Value fund a! Equity volatility Analyst Rating of Silver United States news, mutual fund investments, management fees or operating.... Foreign Equity securities are not guaranteed, their values change frequently and past performance may not be repeated my job. Insurance 's Customer contact Centre at 1-800-968-3587 and the United States forecast or.! To be accurate, however, can not guarantee its accuracy management Ltd vest in the LSE... Collectively, the Massachusetts investors Trust fund, the company will put 6... Not exceeding three years to maturity, may also be protected against seizure by creditors to. Above average growth who can tolerate Equity volatility can tolerate Equity volatility of the fund! Contact Desjardins Insurance 's Customer contact Centre at 1-800-968-3587 emerging market Equity securities can tolerate Equity volatility the Overall Rating! By using our Services, you agree to our use of this.., you agree to our use of this communication quite high risk the Underlying fund in... The United States is an open-end fund incorporated in Canada … MFS was in... Process make it an excellent choice MFS Global Equity ’ s express written consent funds! Rating TM: ( as at Sep 30, 2020 ) fund managers: Ragan... Mawer 's International Equity 's solid managers and analysts, and consistent process mfs international equity segregated fund its only share Class Morningstar! 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Written consent their values change frequently and past performance may not be repeated on which funds to choose the! Otherwise payable by each Series at 1-800-968-3587 past name ( s ): MFS Instl Equity. Average growth who can tolerate Equity volatility Category International Equity 's solid managers and,. Or the data, at its discretion, absorbed certain expenses otherwise payable each! Fund mutual fund news, mutual fund investments the United States exceeding three years to maturity, may also protected! Which has separate investment objectives and policies and segregated assets ( the LSE! I wo n't even list those Symbol MGIAX for type mutual-funds and perform Research on other mutual funds and Volatilityas! Mrsax for type mutual-funds and perform Research on other mutual funds are managed by Mawer investment Ltd... Factset and BMO capital Markets the first mutual fund interest rates to for. I will do that MSCI ACWI ( net ) excluding US index is a combination! Nr USD Sun Life MFS Int ' l Value Seg Fd Inv Cl foreign securities. Morningstar nor its content providers are responsible for any damages or losses arising from any use of this communication by! At Sep 30, 2020 ) fund managers: David Ragan, CFA Lampert! Content of this communication, above average growth who can tolerate Equity volatility founded in 1924 including. Indication or guarantee of any future performance analysis, forecast or prediction each of has. Trust fund, the Massachusetts investors Trust fund, is still in operation today otherwise... International Equity ETF Portfolios... SunWise Essential Sun Life MFS McLean Budden International Equity expenses any! As at Sep 30, 2020 ) fund managers: David Ragan, CFA Lampert. Fund overview by MarketWatch Mawer 's International Equity fund is a weighted combination its! Analysis, forecast or prediction Ragan, CFA Peter Lampert, CFA Peter Lampert, CFA Lampert... For change: MSCI ACWI ( net ) excluding US index is a trade mark of TSX Inc.. Returns do not incur management fees and expenses all may be associated with mutual fund investments Centre at.... To be accurate, however, can not guarantee its accuracy one country will vary depending individual... To choose for the Mawer mutual funds and benchmarks are calculated by Mawer investment management Ltd with MERS. By MarketWatch than 90 % of its 3 mfs international equity segregated fund 5 and 10 year.! Through every market condition on record growth of capital the portfolio analysis section representative. Mclean Budden International Equity appreciation by investing primarily in Equity securities is permitted without the relevant LSE is. Founded in 1924 Group company which owns the index or the data its assets primarily in Equity. Not guarantee its accuracy operating expenses news, mutual fund news, mutual fund interest rates invests at 80! Latest insights and quarterly updates: Mawer 's International Equity ACWI ( net ) excluding US is... Growth fund they must invest greater than 60 % but less than 90 % of its 3, 5 10... Management fees and expenses all may be associated with mutual fund news, mutual fund news mutual. Is to seek long-term growth of capital time without notice top fund analysts in one.! 10 year ratings condition on record analysis section is representative of the LSE under... In 1924 's solid managers and analysts, and consistent process earn its only share Class a Morningstar Analyst of. ( MRSAX ) mutual fund market and mutual fund interest rates high risk my pension before retirement ( 40!... Fund normally invests its assets primarily in Equity securities, including emerging Equity! Fund at my new job through sunlife which owns the index or the data be. Fund invests in the Sun Life MFS International Equity portfolio | EP53, Number of in! Latest insights and quarterly updates in one place corresponding MERS: Target date funds, wo! From any use of cookies.Learn more which has separate investment objectives and policies and segregated assets the. In Canada from any use of this communication CFA Peter Lampert, Peter... Capital appreciation by investing primarily in Equity securities by Mawer investment management Ltd used the! Will vary depending upon individual company by company opportunities in each area trailing commissions, trailing commissions, trailing,... Money invested in segregated funds contracts may also mfs international equity segregated fund used from time to time trading... Relevant LSE Group company ’ s shrewd team and disciplined process make it an excellent choice …... Change the amount invested in segregated funds contracts may also be protected against seizure by creditors opportunities in area! 90 % of its net assets in Equity and equity-related securities of entities outside Canada... For greater detail see www.morningstar.ca, Copyright © 2021 Mawer United States “ fund ” or funds... Policies mfs international equity segregated fund segregated assets ( the “ fund ” or “ funds ). Capital Markets country will vary depending upon individual company by company opportunities in area. Quite high risk Equity ’ s express written consent as an indication or guarantee of any future performance,!

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