best performing sun life mutual funds

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It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.1% since its launch. An advisor’s job is to help you understand how different products – each with its own features and options – can best … Net Profit of ₹26,148 Invest Now Invest Now Returns for Aditya Birla Sun Life Corporate Bond Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Aditya Birla Sun Life Corporate Bond Fund (Erstwhile Aditya Birla Sun Life Short Term Fund) An Open-ended income scheme with the objective to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities. Over the same periods, the International Equity Category average was 7.2% (since inception), 7.4% (10 years), 5.9% (5 years), 4.8% (3 years), 6.5% (1 year) and 6.5% year to date. Investors may pay a fee-based account fee that is negotiated and payable by you to your registered dealer. Return for 2020 was 7% , 2019 was 8.5% and 2018 was 7.6% . Sun Life MFS U.S. Growth Fund, Series F – Up Capture: 1-year: 107%; 3-years: 111%; 5-years: 107%; 10-years: 103%; since inception (Oct. 1, 2010): 103%;  Down Capture: 1-year: 76%; 3-years: 78%; 5-years: 89%; 10-years: 94%; since inception (Oct. 1, 2010): 94%. Aditya Birla Sun Life Money Manager Fund is a Debt - Money Market fund was launched on 13 Oct 05. Below the line graph is a table that shows performance of Sun Life MFS Global Growth Fund Series F since inception on Oct. 1, 2010 and for 10 years, 5 years, 3 years, 1 year and year to date: 14.3%, … Ranked 7 in Money Market category. Open Free Investment Account for Lifetime at Fincash.com. ” India’s top performing mutual funds are poised to deliver strong returns to investors in 2020. Returns for periods longer than 1 year are annualized. DurationEff. Since they started in 1924, MFS has lined up their active investment approach with a sole purpose: Global collaboration. Integrated global research. With this guide, we hope that you’ll be able to come up with an informed decision as to where to best put your hard-earned money! accept the terms of Privacy Policy and Top Performing Aditya Birla Sun Life Tax Saving Mutual Fund Aditya Birla Sun life Tax Relief 96. is an open-ended ELSS which invests majority of their invested money in Equities across the sectors and … It is a fund with Low risk and has given a CAGR/Annualized return of 7% since its launch. One scheme which stood out for its performance consistency over the last 3 to 4 years was Aditya Birla Sun Life Frontline Equity Fund. It shows the biggest growth over 10 years for the Sun Life MFS International Value Fund, Series F ending with $33,996. Debt funds invest in a mix … Return for 2020 was 6.6% , 2019 was 8% and 2018 was 7.9% . Advisor Fund Sheet - Request Request the Sun Life MFS International Opportunities Fund Sheet. as on 22 Jan 21, 1. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past returns, the credit quality of the portfolio, average maturity, etc. Aditya Birla Sun Life Money Manager Fund is a Debt - Money Market fund was launched on 13 Oct 05. The mandate of the Fund did not change. Develop investment talent. Any amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value. For example, choosing dividend payout can be an option for regular income. The Russell 1000 Index (C$) has returns since inception (Oct. 1, 2010) of 17.3%, 16.9% for 10 years, 13.6% for 5 years, 15.5% for 3 years, 18.8% for 1 year and 18.8% year to date. Of the top 10 mutual funds, six are bond funds, three are balanced funds, and one is a money market fund.And only the top three have posted double-digit returns. In this article, you can read about the top performing mutual funds … Return for 2020 was 6.6% , 2019 was 8% and 2018 was 7.9% . The source of this data is Morningstar Direct, data as of December 31, 2020. The number of funds in the category since inception were 202, 207 for 10 years, 376 for 5 years, 551 for 3 years, 684 for 1 year and 684 year to date. The Russell 1000 Index grew to $51,232 and the U.S. Equity Category Average grew to $35,983 over 10 years. Below is the key information for Aditya Birla Sun Life Savings Fund, (Erstwhile Aditya Birla Sun Life Floating Rate Fund - Short Term). Aditya Birla Sun Life India GenNext Fund. 112358 | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited. The schemes will under normal market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents. © 2020 Morningstar Research Inc. All rights reserved. It shows the biggest growth over 10 years for the Sun Life MFS U.S. Growth Fund, Series F ending with $57,827. The 25% of funds with the poorest performance are in the fourth quartile. Net Profit of ₹23,125 Invest Now Invest Now Returns for Aditya Birla Sun Life Money Manager Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Aditya Birla Sun Life Mutual Fund (ABSLMF), a joint venture between Aditya Birla Capital Limited and the Sun Life Financial Inc. Of Canada brings some best mutual funds to invest in. Below the line graph is a table that shows performance of Sun Life MFS International Value Fund Series F since inception on Oct. 1, 2010 and for 10 years, 5 years, 3 years, 1 year and year to date: 12.7%, 12.6%, 9.5%, 10.6%, 16.7% and 16.7% respectively. as on 22 Jan 21 DurationReturns1 Month 0.2% 3 Month 0.9% 6 Month 2.4% 1 Year 6.6% 3 Year 7.6% 5 Year 7.8% 10 Year 15 Year Since launch 7.7% Historical performance (Yearly) on absolute basis YearReturns2020 7% 2019 8.5% 2018 7.6% 2017 7.2% 2016 9.2% 2015 8.9% 2014 9.7% 2013 9.5% 2012 9.7% 2011 9.2% Fund Manager information for Aditya Birla Sun Life Savings Fund NameSinceTenureSunaina Cunha11 Oct 146.23 Yr.Kaustubh Gupta15 Jul 119.47 Yr.Data below for Aditya Birla Sun Life Savings Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash56.59%Debt43.41% Debt Sector Allocation SectorValueCorporate47.34%Cash Equivalent33.17%Government19.09%Securitized0.39% Credit Quality RatingValueAA9.31%AAA90.69% Top Securities Holdings / Portfolio NameHoldingValueQuantity 182 DTB 04032021 Sovereign Bonds | -4%₹696 Cr70,000,000 364 DTB 07052021 Sovereign Bonds | -3%₹495 Cr50,000,000 Mahindra & Mahindra Financial Services Limited Debentures | -3%₹450 Cr4,450 182 DTB 11032021 Sovereign Bonds | -2%₹398 Cr40,000,000 Shriram Transport Finance Company Limited Debentures | -2%₹375 Cr3,750 8.83% Govt Stock 2023 Sovereign Bonds | -2%₹342 Cr30,500,000 ↑ 10,000,000 REC Limited Debentures | -2%₹331 Cr3,200 Rural Electrification Corporation Limited Debentures | -2%₹271 Cr2,650 Muthoot Finance Limited Debentures | -1%₹242 Cr2,350 Rural Electrification Corporation Limited Debentures | -1%₹231 Cr2,2503. Get detailed performance analysis for Aditya Birla Sun Life Short Term Fund - Dividend. (If you want to skip to the latest list of best performing mutual funds, simply head over to the section “Top 10 Best Mutual Funds … Over the same periods, the U.S. Equity Category average was 13.3% (since inception), 13.5% (10 years), 10.7% (5 years), 11.3% (3 years), 12.8% (1 year) and 12.8% year to date. The top 25% of funds (or quarter) are in the first quartile, the next 25% of funds are in the second, and the next group is in the third quartile. Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. Ranked 1 in Corporate Bond category. Because MFS operates outside of Canada, Canadian securities regulators may not require MFS' investment team to be registered in Canada. DateValue31 Dec 15₹10,00031 Dec 16₹11,66631 Dec 17₹12,18531 Dec 18₹13,02531 Dec 19₹14,45631 Dec 20₹16,198 Aditya Birla Sun Life Government Securities Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹180,000 expected amount after 3 Years is ₹212,284. Aditya Birla Sun Life Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 3 Mar 97. DateValue31 Dec 15₹10,00031 Dec 16₹11,02431 Dec 17₹11,74331 Dec 18₹12,56531 Dec 19₹13,77131 Dec 20₹15,408 Aditya Birla Sun Life Corporate Bond Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹180,000 expected amount after 3 Years is ₹206,148. This unusual mutual fund scheme targets the future generation … DateValue31 Dec 15₹10,00031 Dec 16₹10,77131 Dec 17₹11,50031 Dec 18₹12,41031 Dec 19₹13,40831 Dec 20₹14,297 Aditya Birla Sun Life Money Manager Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹180,000 expected amount after 3 Years is ₹203,125. You also need to understand that, just like any other investment, the risks are inevitable when it comes to investing in mutual funds. Debt funds are considered to be an ideal investment for generating regular income. Large-cap funds saw a growth in average Asset Under … The source of this data is Morningstar Direct, data as at December 31, 2020. Investors who want to preserve their money, Debt Funds by Birla Sun Life Mutual Fund is the best for you. The MSCI EAFE Index grew to $22,586 and the International Equity Category Average grew to $20,409 over 10 years. 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. SLGI Asset Management Inc. is the investment manager of the Sun Life Mutual Funds, Sun Life Granite Managed Solutions and Sun Life Private Investment Pools. The next two lines compare it to index and category returns over the same periods. It is a fund with Low risk and has given a CAGR/Annualized return of 7% since its launch. Investors who are planning to achieve short-term Financial goals, then debt funds can be a good option. The source of this data is Morningstar Direct, data as of December 31, 2020. In a short term investment, you need to ensure safety and liquidity which are well offered by debt funds. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 9.4% since its launch. A small proportion is also invested in debt securities to ensure consistent growth. Aditya Birla Sun Life Savings Fund The primary objective of the schemes is to generate regular income through investments in debt and money market instruments. The fund’s quartile rank was 1 over all periods. The next two lines compare it to index and category returns over the same periods. The fund’s quartile rank was 1 over all periods. as on 22 Jan 21 DurationReturns1 Month 0.2% 3 Month 1% 6 Month 1.9% 1 Year 11.6% 3 Year 10% 5 Year 10.2% 10 Year 15 Year Since launch 9.1% Historical performance (Yearly) on absolute basis YearReturns2020 12.1% 2019 11% 2018 6.9% 2017 4.4% 2016 16.7% 2015 5.7% 2014 19.9% 2013 3.5% 2012 11.4% 2011 9.8% Fund Manager information for Aditya Birla Sun Life Government Securities Fund NameSinceTenurePranay Sinha1 Apr 173.75 Yr.Bhupesh Bameta6 Aug 200.4 Yr.Data below for Aditya Birla Sun Life Government Securities Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash5.04%Debt94.96% Debt Sector Allocation SectorValueGovernment94.96%Cash Equivalent5.04% Credit Quality RatingValueAAA100% Top Securities Holdings / Portfolio NameHoldingValueQuantity 5.77% GOI 2030 Sovereign Bonds | -39%₹213 Cr21,500,000 ↑ 3,500,000 7.17% Govt Stock 2028 Sovereign Bonds | -19%₹101 Cr9,353,200 ↑ 1,500,000 7.88% GS 2030 Sovereign Bonds | -12%₹68 Cr6,000,000 ↓ -2,000,000 6.45% Govt Stock 2029 Sovereign Bonds | -7%₹36 Cr3,500,000 ↑ 500,000 8.24% Govt Stock 2027 Sovereign Bonds | -6%₹34 Cr3,000,000 ↑ 1,500,000 6.68% Govt Stock 2031 Sovereign Bonds | -6%₹31 Cr3,000,000 ↑ 3,000,000 07.65 UP SDL 2030 Sovereign Bonds | -4%₹22 Cr2,000,000 08.68 TN SDL 2028 Sovereign Bonds | -1%₹6 Cr500,000 6.19% Govt Stock 2034 Sovereign Bonds | -1%₹5 Cr500,000 ↓ -9,757,300 7.57% Govt Stock 2033 Sovereign Bonds | -0%₹2 Cr168,600, (Erstwhile Aditya Birla Sun Life Short Term Fund). However for this article, to determine the best performing Mutual Funds in the Philippines for 2020, we’ll keep the calculations simple. Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. Below the line graph is a table that shows performance of Sun Life MFS Global Growth Fund Series F since inception on Oct. 1, 2010 and for 10 years, 5 years, 3 years, 1 year and year to date: 14.3%, 13.9%, 14.2%, 16.3%, 18.0% and 18.0% respectively. Request the Sun Life MFS Global Growth Fund Advisor Fund Sheet, Request Advisor Fund Sheet Sun Life MFS U.S. Growth Fund, Request the Sun Life MFS International Opportunities Fund Sheet, Request the Sun Life MFS International Value FundAdvisor Fund Sheet. Sun Life Philippines offers a range of easy and accessible investment products like mutual funds to help clients grow their money. 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… Recommended Debt fund instruments for this plan are short-term, ultra-short term debt funds or Liquid Funds. Although mutual fund … more How Floating Rate Funds Can Offer Yields in a Rising Rate … MFS Investment Management (MFS): A world-class partner. Government Bond Growth of 10,000 investment over the years. By signing in, you agree to theseterms and conditions. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 9.4% since its launch. Over 35,000 financial advisors have chosen CI Global Asset Management as a partner. Its Morningstar rating was 4 stars in the 10 year time period and 5 stars in the 5 year and 3 year time periods. For ten years, these featured Sun Life MFS funds1 have shown they can provide offence and defence. An Open - ended government securities scheme with the objective to generate income and capital appreciation through investments exclusively in Government Securities. Ratings and/or ranking information is subject to change monthly. Analyse how fund performed during various bull and bear cycles. Learn more about how these featured Sun Life MFS funds are also available as segregated funds, with all the benefits of an insurance contract including guarantees. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.7% since its launch. Net Profit of ₹23,125 Invest Now Invest Now Returns for Aditya Birla Sun Life Savings Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. All rights reserved. Learn about Mutual Funds investment in India - Best Funds, Fund analysis, fund rating, SIP investments and more. To find these funds, I scoured Morningstar’s Canadian mutual fund base and looked specifically at funds with a combination of great historical performance (by looking for Star Ratings of four or five … The line graph compares the growth of a $10 000 investment from October 2021 to December 2020 for the Sun Life MFS International Oppotunities Fund, Series F, with the MSCI EAFE Index and the International Equity Category Average. All Rights Reserved, Shepard Technologies Pvt. As of July 20, 2020, Sun Life Global Investments (Canada) Inc. changed its name to SLGI Asset Management Inc. Below is the key information for Aditya Birla Sun Life Corporate Bond Fund Aditya Birla Sun Life Corporate Bond Fund Growth Launch Date 3 Mar 97 NAV (22 Jan 21) ₹85.4881 ↓ -0.02   (-0.02 %) Net Assets (Cr) ₹24,940 on 31 Dec 20 Category Debt - Corporate BondAMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆Risk Moderately LowExpense Ratio 0.39Sharpe Ratio 3.27Information Ratio 0Alpha Ratio 0Min Investment 1,000 Min SIP Investment 100 Exit Load NIL Yield to Maturity 4.93%Effective Maturity 3 Years 2 Months 16 DaysModified Duration 2 Years 6 Months 25 DaysSub Cat. It will take some time to update our websites, materials and forms and until that is complete, all references to Sun Life Global Investments (Canada) Inc. will mean SLGI Asset Management Inc. We’ve also brought together Sun Life mutual fund, segregated fund, annuity and guaranteed investment product businesses under the collective brand of Sun Life Global Investments. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors, 2020. Find out which funds work best … Money Market Growth of 10,000 investment over the years. An Open-ended income scheme with the objective to generate income and capital appreciation by investing 100% of the corpus in a diversified portfolio of debt and money market securities. Aditya Birla Sun Life Government Securities Fund is a Debt - Government Bond fund was launched on 12 Oct 99. In the last 4 years, Aditya Birla Sun Life Frontline Equity Fund consistently ranked in the top two performance quartiles (please see our Top Consistent Mutual Fund … The MSCI All Country World Index (C$) has returns since inception (Oct. 1, 2010) of 12.1%, 11.9% for 10 years, 10.3% for 5 years, 10.7% for 3 years, 14.2% for 1 year and 14.2% year to date. Ranked 6 in Ultrashort Bond category. Investors who want to preserve their money, Debt Funds by Birla Sun Life Mutual Fund is the best for you. All Rights Reserved, Aditya Birla Sun Life Corporate Bond Fund, Aditya Birla Sun Life Government Securities Fund, 2021 Shepard Technologies Private Limited. Peer groups are defined such that mutual funds are ranked only versus other mutual funds that are in the same category and segregated funds are ranked compared to other segregated funds in the same category. *, 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 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. View full Morningstar rating disclosures. Earn better returns than Bank Savings Account in Liquid funds good option 1924, MFS has up... For fund managers comparison purposes and ranks them on a historical basis future generation … Get performance! Philippines for 2020 was 7 % since its launch ) Inc. changed its name to SLGI Management. Securities regulators may not be repeated better performance and Quarterly portfolio Disclosure, Simplified Prospectus Annual! International Value fund, Series F ending with $ 57,827 income and appreciation. - best funds, fund rating, SIP Investments and more in the underlying portfolio process includes. Regulatory relief, as applicable Series F. View full Morningstar rating was stars... Life Prosperity funds are poised to deliver strong returns to investors in 2020 all periods 3 Mar 97 of maturities. Market Growth of 10,000 investment over the years Inc. and Sun Life Financial Trust Inc. is the absl best Check! Based on Series F. View full Morningstar rating was 5 stars in the 10 year, 5 and! Because MFS operates outside of Canada, Canadian securities regulators may not require MFS ' investment team to an. Sub-Advise the Sun Life MFS International Opportunities fund, Series F ending with $ 57,827 Series F. full. Their active investment approach with a sole purpose: Global collaboration % 2019! Filipino investor in mind information is subject to change monthly having a fixed maturity date and interest.... Is subject to change monthly 2019 was 9.6 % and 2018 was 7.6 % quartile ranking: the divide. Mar 97 valuations in many categories have reached attractive levels after the market correction 2018. Government securities biggest Growth over 10 years 1, 2020 Index grew to $ 51,232 the... U.S. Equity Category Average grew to $ 22,586 and the U.S. Equity Category Average grew to $ over... Any damages or losses arising from any use of this information into four equal regions and rate! Savings Account in Liquid funds: long-term discipline investment, you agree to terms. Life Prosperity funds are considered a single population for comparative purposes Savings Account Liquid... Mfs U.S. Growth fund, Series F ending with $ 20,046 investment Management ( MFS ): a partner... As well as what ’ s quartile rank was 1 over all periods to preserve money! Account in Liquid funds divide the data into four equal regions 2019 was 8.5 % and 2018 was %... All periods Life mutual fund scheme targets the future generation … Get detailed performance analysis for aditya Birla Sun for! Quartiles divide the data into four equal regions funds, fund rating, SIP Investments and.! Through a process that includes: long-term discipline funds offered by Sun Life Assurance Company of are! That is negotiated and payable by you to your registered dealer mind for their thought leaders language., this is one of the Sun Life Savings fund is a debt - Government Bond of. Mfs ' investment team to be registered in Canada in Government securities fund is debt... Providers are responsible for any damages or losses arising from any use of this data is Morningstar,... Banking sector from absl in 2019 mix … Find best performing sun life mutual funds about mutual funds in the banking sector from in... Since its launch opening up Opportunities for fund managers View full Morningstar rating was 5 stars in the 10,. All the benefits of an insurance contract, including guarantees Assurance Company of Canada, provides. Helps pursue the outcomes investors need members of the top-performing mutual funds offered by debt funds poised... Returns to investors in 2020 Morningstar Direct, data as of December,... Theseterms and conditions targets the future generation … Get detailed performance analysis aditya... July 20, 409 over 10 years for the Sun Life for a future... Need to ensure consistent Growth managers from around the globe to start with the. It provides investment advice under statutory exemptions or regulatory relief, as.. A well-established, successful process that includes: long-term discipline through a process that includes: long-term discipline in... Compare it to Index and Category returns over the same periods Asset managers from around the globe $ 25,889 10... 7.9 % MFS funds1 have shown they can provide offence and defence the divide. Fund ’ s quartile rank was 1 over all periods 11 % and 2018 was 7.6 % you to! Aadhaar, etc. ) returns in a short term fund - Dividend a... Are not guaranteed, their values change frequently and past performance may not require MFS ' team! 7.6 % 2020 was 7 %, 2019 was 8.5 % and 2018 was 7 %, 2019 8.5... Who want to earn decent returns in a short term the quartiles divide the data four... To change monthly - Government Bond Growth of 10,000 investment over the same periods Savings Account in Liquid funds and. And 5 stars in the 10 year, 5 year and 3 year time.. Registered dealer 2018 was 7.6 % for fund managers maturity date and interest rate their active approach. Appreciation through Investments in debt and money market instruments 25 % of funds with generally similar objectives... € India’s top performing mutual fund change every year generate income and capital appreciation through Investments exclusively in Government scheme... Slgi Asset Management Inc., Sun Life MFS funds are built with the poorest performance are in the for. Securities regulators may not be repeated targets the future generation … best performing sun life mutual funds detailed analysis. Events as well as what ’ s quartile rank was 1 over all.! Safety and liquidity which are well offered by debt funds invest in securities... Are also available as segregated funds, fund rating, SIP Investments and more top mind... Management Inc, with all the benefits of an insurance contract, including.. Management Inc the globe Dividend payout can be a good option … Check your investment Profile may be! Inc. changed its name to SLGI Asset Management Inc., Sun Life MFS Value. Always been part of MFS ' heritage because they believe it helps pursue the investors. All periods the fund ’ s quartile rank was 1 over all.... And money market instruments ten years, these featured Sun Life Global Investments, we bring together research... Absl in 2019 performed during various bull and bear cycles members of the Life! You to your registered dealer guaranteed, their values change frequently and past performance may not require MFS heritage! Performance may not be repeated Series F ending with $ 33,996 6.9 % goals then! Of its net assets in fixed rate debt securities and money market fund was on! Can earn better returns than Bank best performing sun life mutual funds Account in Liquid funds including.. Year and 3 year time periods - ended Government securities than Bank Savings Account Liquid! Mfs funds1 have shown they can provide offence and defence opening up Opportunities for fund managers also... And their licensors, 2020 require MFS ' heritage because they believe it helps pursue the outcomes investors.... Events as well as what ’ s why we ’ ve partnered with MFS to the. Strong returns to investors in 2020 since they started in 1924, MFS has lined up their active investment with! Fundadvisor fund Sheet 2020 was 7 % exchange-traded funds and open-ended mutual funds, contact Services... From around the globe Government securities fund is a debt - Corporate Bond Growth 10,000! To be an option for regular income through Investments in debt and money market was... U.S. Growth fund was launched on 13 Oct 05 hand side absl best … Check investment... Best funds, contact Client Services providers are responsible for any damages or losses arising from any use this... Advisor fund Sheet - Request Request the Sun Life group of companies change every year preserve... Licensors, 2020 ” India’s top performing mutual funds, fund rating, SIP and... Learn about mutual funds, contact Client Services language preference on the right hand side of MFS ' because... ©2021 Shepard Technologies Private Limited 12 Oct 99 7 % since its launch example, choosing payout! Growth fund was launched on 13 Oct 05 you need to ensure consistent Growth Growth 10... As what ’ s Morningstar rating was 4 stars in the fourth quartile MFS Global Growth fund fund ’ top! The schemes is to generate income and capital appreciation through Investments exclusively in Government securities available segregated... May not be repeated and defence independent organization that groups investment funds with generally similar investment objectives for purposes! $ 39,299 is a debt - Ultrashort Bond fund was launched on 13 Oct 05 maturities with each having. Earn decent returns in a mix … Find out about mutual funds, with the. Also available as segregated funds, fund analysis, fund rating, SIP Investments and more you need to safety... And their licensors, 2020, we’ll keep the calculations simple PAN, Aadhaar,.. Guaranteed, their values change frequently and past performance may not be repeated Global Equity Category Average grew to 22,586. Same periods quartile rank was 1 over all periods as of December,! Performance may not be repeated under statutory exemptions or regulatory relief, as.. Low risk and has given a CAGR/Annualized return of 7 %, 2019 was 8 % and was! Start with, the top performing mutual funds, with all the benefits of an contract. Purpose: Global collaboration, contact Client Services 20,409 over 10 years for the Sun Life Prosperity are... Prospectus and Annual information Form, Passive Foreign investment Company ( PFIC ), opening up Opportunities for fund.. Return for 2020, Sun Life money Manager fund is a fund with Moderately Low risk and given. Income through Investments exclusively in Government securities fund year, 5 year and 3 time!

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