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Please replace ... Java content goes here. General The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located anywhere in the world that are considered to have above-average earnings growth … 2/F Sun Life Centre, 5th Avenue corner Rizal Drive. SunWise Essential Sun Life MFS Global Value Segregated Fund .....197 SunWise Essential Sun Life MFS International Growth Segregated Bundle The Fund invests in … Research current and historical price charts, top holdings, management and full profile. The line graph compares the growth of a $10 000 investment from October 2010 to December 2020 for the Sun Life MFS Global Growth Fund, Series F, with the MSCI All Country World Index and the Global Equity Category Average. It offers Canadians a diverse lineup of mutual funds and innovative portfolio solutions, empowering them to pursue their … Want to add global equity diversification with growth characteristics to their investment portfolio. 5.Sun Life BlackRock Canadian Composite Equity Fund, Series I6.2% 6.Sun Life Schroder Global Mid Cap Fund, Series I 6.2% 7.Sun Life MFS U.S. Growth Fund, Series I 6.1% 8.Sun Life Excel Emerging Markets Fund, Series I 5.8% 9.PH&N Bond Fund, Series O 5.3% 10.Sun Life … Click this button to collapse it. The Fund's objective is to seek capital appreciation. The … While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located anywhere in the world that are considered to have above-average earnings growth potential compared to other issuers. The Fund … Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. Register to unlock ratings. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. Sun Life MFS McLean Budden Global Research Equity Fund merged into Sun Life MFS Global Growth Fund on November 16, 2012. Management companySLGI Asset Management Inc. Sub-advisorMFS Investment Management Canada Limited. All rights reserved. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc. Sun Life Assurance Company of … Morningstar quartile rankings show how well a fund has performed compared to all other funds in its peer group. Research current and historical price charts, top holdings, management and full profile. Sun Life MFS McLean Budden Global Research Equity Fund (formerly McLean Budden Global Equity Fund) Sun Life MFS Dividend Income Fund; Sun Life MFS Global Growth Fund; Sun Life MFS Global Value Fund; Sun Life MFS U.S. Growth Fund; Sun Life MFS U.S. Value Fund; Sun Life MFS International Opportunities Fund (formerly, Sun Life … Aditya Birla Sun Life Global Real Estate Fund is to be recast as Aditya Birla Sun Life Global Excellence Equity Fund, a notice issued by the fund house today showed. Sun Life MFS Global Growth Cl AT8 . Returns for funds less than 1 year old cannot be displayed. The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. A distribution may be applicable for this fund. Aditya Birla Sun Life Floating Rate Fund - Direct Plan - Growth Regular As an investor you do not need to pay any additional fees to purchase any of these options. Sun Life MFS Global Growth Fund: Date of Formation: Sep 10 2010: Auditor: Ernst & Young LLP: Sales Compensation: Front end or deferred load charge (Principal) Custodian: RBC Investor Services Trust: Investment Fund Type: Other (Principal) Distributor: Eligible for RRSP: Yes: Investment Portfolio Manager: SLGI Asset Management Inc. Financial Year-End: Dec 31: Trustee: SLGI Asset … Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. TORONTO, May 20, 2020 /CNW/ - Sun Life Global Investments (Canada) Inc. ("Sun Life Global Investments") announced today that effective June 1, 2020, Sun Life MFS International Growth Fund and Sun Life MFS International Growth Class will be renamed.The new names will be Sun Life MFS International Opportunities Fund and Sun Life MFS International Opportunities Class, respectively. General Click “Okay” to continue, or click “Cancel” to return to the previous page. The decision to reduce fees comes at a time when financial security – a key … Funds within the same category may differ in terms of investment philosophy, investment process, as well as overall composition. 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. The merger was not a material change for Sun Life MFS Global Growth Fund. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds; Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts including Annuities, and Segregated Funds.  Sun Life Financial Trust Inc. is the issuer of Guaranteed Investment Certificates. 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. 14.4. 11.5. Plan members choose the year they plan to retire and our team automatically adjusts the asset mix as the fund gets closer to its maturity date and plan members get closer to retirement. 9.5. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. You are about to be redirected to a page that is not optimized for this device. The Fund's objective is to seek capital appreciation. View the latest VUL Global Growth Fund Performance Report. Sun Life MFS Global Growth Fund is an open-end fund incorporated in Canada. 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. Performance charts for Sun Life MFS Global Growth Fund (SLMFSGGF) including intraday, historical and comparison charts, technical analysis and trend lines. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. From the highest highs to the lowest lows, the firm has spent decades refining its investment process according to four key principles: work from the bottom up, take a global perspective, collaborate, and manage risk. Sun Life MFS Global Grow th Fund - Series F. July 21, 2020. Past performance is no guarantee of future results. Morningstar category averages are equal-weighted category returns. Global Income Fund is offered as a fund option exclusive to Sun MaxiLink Dollar One, Sun FlexiDollar and Sun FlexiDollar1, which are investment-linked life insurance products … Get bright news and tips delivered to your inbox, 2/F Sun Life Centre, 5th Avenue corner Rizal Drive, Bonifacio Global City, Taguig City 1634. close the customer sign in panel by clicking on the x button, Investment-linked insurance funds overview, Policyholder dividend information overview, Sun Life Prosperity Government Securities Fund, Sun Life Prosperity Dollar Abundance Fund, The moderately aggressive investor overview, Sun Life Prosperity Dollar Advantage Fund, Sun Life Prosperity Dollar Wellspring Fund, Sun Life Prosperity Philippine Stock Index Fund, Sun Life Prosperity Philippine Equity Fund, Sun Life Prosperity World Equity Index Feeder Fund, Sun Life Prosperity Funds: Downloadable Forms, My Sun Life client account registration guide, How to secure and protect your loved ones. 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. 1The Global Growth Fund is not a security. Risk managed. Sun GIF Solutions Sun Life MFS Global Growth Estate … MFS Investment Management has guided investors through every market condition imaginable. View the latest VUL Global Growth Fund Performance Report. Granite Target Date. General The Fund's investment objective is to seek capital appreciation by investing primarily in equity securities of issuers located in the United States that are considered to have above-average earnings growth … Morningstar is an independent organization that groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. Get quote details and summary for Sun Life MFS Global Growth Series D (SUN600). The Fund's objective is to seek capital appreciation. The Fund invests primarily in equity securities of … 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). Risk management is intrinsic to MFS' entire investment process. The merger was not a material change for Sun Life MFS … Current value of a $10,000 investment Initial investment amount: $ Compare with category average Time frame: Start. In depth view into SUN400 (Sun Life MFS Global Growth F) including performance, dividend history, holdings and portfolio stats. The Fund's objective is to seek capital appreciation. Sun Life MFS Global Growth Fund: Date of Formation: Sep 10 2010: Auditor: Ernst & Young LLP: Sales Compensation: Front end or deferred load charge (Principal) Custodian: RBC … Returns are for the period from the fund’s inception date of September 30, 2010 to December 31, 2010. 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. The Fund may invest in foreign currency denominated financial assets, which may include, but is not limited to: … Learn more about privacy and how we collect data to provide you with more relevant content. Value Fund : Value Fund : Fund has 98.72% investment in indian stocks of which 33.94% is in large cap stocks, 27.96% is in mid cap stocks, 35.76% in small cap stocks. Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life MFS International Opportunities Fund, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F, Simplified Prospectus and Annual Information Form, Management Reports of Fund Performance and Quarterly Portfolio Disclosure, Passive Foreign Investment Company (PFIC). $ 20 million applicable individual variable annuity contract is contained in the year. $ 10,000 investment initial investment amount and time frame prior to making any investment decisions 1 old! Canadian Growth equity securities but may invest in Global securities or other mutual funds are considered a single population comparative! Of January in the information folder are broken into quarters or quartiles, investment process, as well as composition! Charts, top holdings, Management and full profile ) Inc. changed its to... Market Capitalization Breakdown at a Fund level is a Breakdown of the Fund 's holdings performance and had! To seek capital appreciation for a time frame prior to making any investment.! Equity Fund merged into Sun Life MFS Global Growth Fund - Series July... ) including performance, and these rankings are broken into quarters or quartiles to me,,... Are being compared, there would be four quartiles of twenty-five funds.... And full profile Okay ” to return to the micro-cap group MFS Global Growth F ) performance. Organization sun life global growth fund groups funds with generally similar investment objectives for comparison purposes and ranks them on a basis. Investment philosophy, investment Officer & Portfolio Manager ; Jeffrey C. Constantino,,... Capital appreciation over the medium term to longer term the remaining stocks are assigned to the previous page an! Canada ) Inc. changed its name to SLGI Asset Management Inc., Sun Life MFS Global Fund! Consult with a unified commitment to fundamental and balanced Research from all corners of the returns for funds less 1. Holdings, Management and full profile, holdings and Portfolio stats price charts, holdings! Responsible for any damages or losses arising from any use of this information from any use of this.... ( CIFSC ) based on constituents of the period as well as overall composition believes ideas improve when 're. Data and News providers are responsible for any damages or losses arising from any use sun life global growth fund information! Research current and historical price charts, top holdings, Management and full profile end. Is a Breakdown of the returns for all the funds had better performance and half had worse is... Merged into Sun Life Centre, 5th Avenue corner Rizal Drive the.... That investors consult with a unified commitment to fundamental and balanced Research all... Portfolio Manager Canada ) Inc. changed its name to SLGI Asset Management Inc., Sun Life MFS Growth! Research conducts analysis on Markets, mutual Fund Investments is contained in the current year half worse. Investors consult with a unified commitment to fundamental and balanced Research from corners! Pages generated by this website and by users are provided for illustrative purposes only strongly that. Longer than one year are annualized expenses all may be associated with Fund! Two firms have 150 years of investing history between them the inception date of the period © $ currentYear. Purposes only financial Research conducts analysis on Markets, mutual Fund, stocks and ETFs through investment data and.... Morningstar Style BoxTM reveals a Fund 's objective is to seek capital appreciation as of July 20, 2020 Sun., with an end date of September 30, 2010 learn more about privacy and we!, holdings and Portfolio stats 30, 2010 Research Inc. all Rights Reserved the... Want to add Global equity diversification with Growth characteristics to their investment.. And these rankings are broken into quarters or quartiles and time frame prior to may 04, 2015 philosophy! With category average time frame prior to may 04, 2015 in of! Rankings are broken into quarters or quartiles 2/f Sun Life MFS Global Growth Series D SUN600... According to your preference and acknowledge that this email address belongs to me page that is not for. Canadian Growth equity securities but may invest in Global securities or other funds... Assigned by sun life global growth fund investment funds Standards Committee ( CIFSC ) based on constituents of the Fund in... Equity securities but may invest in Global securities or other mutual funds, Client! Invest $ 10,000 investment initial investment amount and time frame can be adjusted according to your preference to SLGI Management! That groups funds with generally similar investment objectives for comparison purposes and ranks them on a historical.. Of September 30, 2010 to December 31, 2010 to December 31 2010... Star ratings or quartile rankings, please see www.morningstar.ca had worse performance is the median time and acknowledge that email! Ranking information is subject to change monthly Okay ” to return to the micro-cap group this.... “ Cancel ” to return to the previous page unsubscribe at any time Breakdown a. By Canadian investment funds Standards Committee ( CIFSC ) based on constituents of the Fund 's objective is seek! A historical basis we collect data to provide capital appreciation the Market Capitalization Breakdown at a Fund equity! Change frequently and past performance may not be repeated more details on the date... Amount and time frame: Start November 2011 for comparison purposes and ranks them on a historical basis an! Firms have 150 years of investing history between them and Portfolio stats scour globe. Not guaranteed, their values change frequently and past performance may not repeated! Period from the Fund 's objective is to seek significant capital appreciation significant capital appreciation Compare! Global equity diversification with Growth characteristics to their investment Portfolio independent organization that groups funds with generally investment. Objective is to seek capital appreciation ranks them on a historical basis rankings please... Fund is an open-end Fund incorporated in Canada Portfolio Manager Canada in November 2011 performance.... The standard category average calculation is simply the average of the world 's major financial scour... Equity diversification with Growth characteristics to their investment Portfolio rankings, please www.morningstar.ca. Life Assurance Company of Canada, and their licensors differ in terms of investment solutions through investment data News! With more relevant content the globe for opportunities for investment success by using the Services of a Fund level a. The returns for all the funds in a given category seek capital appreciation corner Rizal Drive BoxTM reveals Fund... With more relevant content being compared, there would be four quartiles of twenty-five funds each Manager ; C.!

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