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For over a century, MFS Investment Management has guided American investors through every market condition on record. Since 2010, Sun Life Global Investments has been bringing this expertise to Canadian investors, through a multitude of Sun Life MFS funds. These include equities (international, global, U.S. growth, mid-cap and Canadian equites) and fixed income solutions. They are offered as mutual fund and segregated fund options.
Our latest global fixed income solution
Sun Life Global Investments is pleased to bring a new solution to the Canadian market. Introducing the Sun Life MFS Global Core Plus Bond Fund. This fund invests primarily in investment-grade bonds across a broad, global investment universe.
Why consider the Sun Life MFS Global Core Plus Bond Fund? It’s a a well diversified fixed income solution designed to address the very real concerns of Canadians as they approach retirement and look to build their retirement income streams. The fund benefits from MFS' established investment process, research capabilities, and decades of experience.
More key characteristics:
- Actively managed global fixed income fund seeking to produce income with the potential for capital appreciation.
- The fund draws on the sub-advisor’s global fixed income platform, combining collective expertise, thoughtful risk management, and long-term discipline.
- Can complement equities and domestic bonds.
- Allocations to global bonds may help provide diversified sources of income, capital growth, and help reduce overall portfolio risk.
- May tactically invest up to 20% in global high-yield bonds for greater growth and income potential.
Win-win relationship
Sun Life Global Investments brings Canadian investors access to MFS Investment Management benefiting from its historical expertise and innovation. MFS established North America’s first mutual fund in 1924.* Also, MFS launched the first U.S. based global fixed income mutual fund in 1981.
“The relationship with MFS is very important for us. They're a critical sub-advisor to our product shelf,” says Oricia Smith, President, SLGI Asset Management Inc., and Senior Vice-President, Investment Solutions, Sun Life Canada.
& Senior Vice-President, Investment Solutions, Sun Life Canada
Another trait unites Sun Life Global Investments and MFS. Both are committed to helping advisors and their clients achieve their financial goals.
Advisors can learn more by visiting Sun Life Global Investment’s website:
Sun Life MFS Funds
Sun Life MFS Global Core Plus Bond Fund performance page
* In 1924, MFS Investment Management launched the Massachusetts Investors Trust, the first mutual fund in North America. The Massachusetts Investors Trust is a mutual fund qualified for sale in the United States and is not available for purchase by Canadian investors.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund’s prospectus. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
MFS Investment Management or MFS refers to MFS Investment Management Canada Limited and MFS Institutional Advisors, Inc. MFS Investment Management Canada Limited is the sub-advisor to the Sun Life MFS Funds; SLGI Asset Management Inc. is the registered portfolio manager. MFS Investment Management Canada Limited and MFS Institutional Advisors, Inc. have entered into a sub-advisory agreement.
Nothing in this article, including the mention of specific securities, constitutes an offer to sell or a solicitation to buy any product or service offered by MFS Institutional Advisors Inc. or SLGI Asset Management Inc. in this or any other jurisdiction in which such an offer or solicitation is unlawful.
SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds. SLGI Asset Management Inc. is the investment manager of the Sun Life family of mutual funds. 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. all of which are members of the Sun Life group of companies.
