The Manager may change the amount absorbed or discontinue absorbing these expenses at any time without notice. CI Mosaic ETF Portfolios ... SunWise Essential Sun Life MFS International Growth Segregated … Cookies help us deliver our Services. ... each of which has separate investment objectives and policies and segregated assets (the “Fund” or “Funds”). The fund normally invests at least 80% of its net assets in equity securities. The Fund seeks long-term capital growth. 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) In comparison, index returns do not incur management fees or operating expenses. The first mutual fund, the Massachusetts Investors Trust fund, is still in operation today. returns, calculated after the fund's operating expenses, but before investment fees. The amount invested in any one … 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 Series Start Date: November 6, 1987. Mawer International Equity Fund. 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. The Manufacturers Life Insurance Company (Manulife) is the issuer of insurance contracts containing Manulife segregated funds and the guarantor of any guarantee provisions therein. Money invested in segregated … 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. Some segregated fund contracts also offer income guarantees. MIEIX | A complete MFS Institutional International Equity Fund mutual fund overview by MarketWatch. International Equity. 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: … 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%: … No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. 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 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 … Since then, the company has guided investors through every market condition on record. About MWEFX The investment seeks capital appreciation. Total … 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. 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. View mutual fund news, mutual fund market and mutual fund interest rates. Legal. 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 2015 FundGrade A+ Awards. 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%) Playing the plan: Mawer's international equity portfolio | EP53, Number of Funds in Morningstar Category International Equity. See MFS Research International Fund (MRSAX) mutual fund ratings from all the top fund analysts in one place. The Fund's objective is to seek long-term growth of capital. ... each of which has separate investment objectives and policies and segregated assets (the “Fund” or “Funds”). Medium to high risk. CI Mosaic ETF Portfolios ... SunWise Essential Sun Life MFS International Growth Segregated Fund. From humble beginnings in Boston to what's now a global footprint that stretches from São Paulo, Brazil to Sydney, Australia, MFS … returns, calculated after the fund's operating expenses, but before investment fees. © LSE Group 2019. Index returns are sourced from FTSE Russell, FactSet and BMO Capital Markets. The Underlying Fund invests mostly in shares of firms from outside of Canada and the United States. 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 … 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. Index returns are supplied by a third party—we believe the data to be accurate, however, cannot guarantee its accuracy. If I put in 3%, the company will put in 6%, so I will do that. 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 … ... allocated to a segregated fund is invested at the risk of … MFS Institutional International Equity Fund . 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 … Past performance is no guarantee of future results. 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 … Mawer Mutual Funds are managed by Mawer Investment Management Ltd. See MFS Research International Fund (MRSAX) mutual fund ratings from all the top fund analysts in one place. Performance returns for the Mawer Mutual Funds and benchmarks are calculated by Mawer Investment Management Ltd. 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. 2014 FundGrade A+ Awards. Funds that do not meet any of the requirements of the more focused geographic equity … 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. The Fund seeks long-term capital growth. 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. FTSE® is a trade mark(s) of the relevant LSE Group companies and is/are used by any other LSE Group company under license. market 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. To seek capital appreciation by investing primarily in equity securities of issuers located outside of Canada and the United States. 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 … 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. Sun Life MFS McLean Budden International Equity Fund is an open-end fund incorporated in Canada. MFS Institutional International Equity's solid managers and analysts, and consistent process earn its only share class a Morningstar Analyst Rating of Silver. ... Equity Fixed Income Managed Solutions. (www.msci.com). 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%). 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 Past name(s) : MFS Instl International Equity… The Fund invests in the Sun Life MFS International Growth Fund. The Sun Life Granite funds are a suite of multi-manager solutions designed to help plan members save for their retirement. 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. For more information, please contact Desjardins Insurance's Customer Contact Centre at 1-800-968-3587. 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 … … London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). Please check your email to confirm your subscription. Money invested in segregated funds contracts may also be protected against seizure by creditors. Fund Net Asset Value: $7,622.0 million. 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. MFS Institutional International Equity Fund . The Fund will diversify through currencies, industries, and countries to increase safety, and to increase the growth and liquidity of the investments. Benchmark MSCI EAFE NR USD “TMX®” is a trade mark of TSX, Inc. and used by the LSE Group under license. The MFS MWEFX MFS ® Global Equity Fund summary. Mawer International Equity Benchmark History (changes made prospectively): Jan 1988: MSCI EAFE (net)Oct 2016: MSCI ACWI ex-USA (net). FTSE Russell is a trading name of certain of the LSE Group companies. Learn more about mutual funds at fidelity.com. Please read the fund facts and the prospectus before investing. The Overall Star Rating for a fund is a weighted combination of its 3, 5 and 10 year ratings. The MFS Institutional International Equity Fund seeks to outperform the MSCI EAFE … MFS International Equity Fund II is an open-end fund incorporated in Canada. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The Underlying Fund invests mostly in shares of firms from outside of Canada and the United States. The strategy’s cheapest shares maintain a Gold Morningstar Analyst Rating, although its pricier … Analyze the Fund MFS Research International Fund Class A having Symbol MRSAX for type mutual-funds and perform research on other mutual funds. 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 … Taiwan Semiconductor Manufacturing Co., Ltd. Recordati Industria Chimica e Farmaceutica S.p.A. 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. International equity 2.6 ... MFS U.S. Growth Fund (the "underlying fund"). The Fund invests primarily in equity and equity-related securities of entities outside of Canada and the United States. 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. 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. 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 … Overall ratings are adjusted where a fund has less than 5 or 10 years of history. You can unsubscribe at any time. 2015 FundGrade A+ Awards. The Fund's objective is to seek long-term growth of capital. 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 … Subscribe to receive our latest insights and quarterly updates. 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. Investors seeking long-term, above average growth who can tolerate equity volatility. Learn more about mutual funds at fidelity.com. 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 … 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. MWEFX | A complete MFS Global Equity Fund;A mutual fund overview by MarketWatch. Fundata Canada Inc. presented the FundGrade A+ Award for 2015 to 45 companies representing 213 Canadian investment funds at … The Fund invests in international equity securities. I'm looking for advice on which funds to choose for the pension fund at my new job through sunlife. 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 Learn more about mutual funds at fidelity.com. 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. 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 … © 2020 Morningstar Research Inc. All Rights Reserved. I am not planning on withdrawing my pension before retirement (40 years! 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. Volatility and Risk Volatilityas of09-30-20 Analyze the Fund MFS Research International Fund Class A having Symbol MRSAX for type mutual-funds and perform research on other mutual funds. ... Equity Fixed Income Managed Solutions. 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. Benchmark returns are rebalanced on a monthly basis. Segregated fund contracts guarantee 75% to 100% of your premiums (less withdrawals) when the contract matures, or on your death. See MWEFX pricing, … The LSE Group does not promote, sponsor or endorse the content of this communication. The Fund invests in international equity securities. Rationale for Change: MSCI ACWI (net) excluding US Index is a better representation of the mandate in our opinion. 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. Treasury bills or short-term investments, not exceeding three years to maturity, may also be used from time to time. The amount invested in any one country will vary depending upon individual company by company opportunities in each area. For greater detail see www.morningstar.ca, Copyright © 2021 Mawer . MIEIX | A complete MFS Institutional International Equity Fund mutual fund overview by MarketWatch. 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 … 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 Morningstar Rating TM: (as at Sep 30, 2020) Fund Managers: David Ragan, CFA Peter Lampert, CFA. Here are the funds available with corresponding MERS: Target date funds, I won't even list those. The Fund invests in the Sun Life MFS International Growth Fund. 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 … 2014 FundGrade A+ Awards. Some segregated fund contracts also offer income guarantees. By using our Services, you agree to our use of cookies.Learn More. 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 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 invests primarily in equity and equity-related securities of entities outside of Canada and the United States. 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. MFS International Growth Fund - The investment seeks capital appreciation. Segregated fund contracts guarantee 75% to 100% of your premiums (less withdrawals) when the contract matures, or on your death. As at September 30, 2020. MFS International Equity Fund II is an open-end fund incorporated in Canada. Start a 14-Day Free Trial … SunWise Ess Sun Life MFS Int'l Value Seg Fd Inv Cl. 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. Past name(s) : MFS Instl International Equity. For more information, please contact Desjardins Insurance's Customer Contact Centre at 1-800-968-3587. MFS was founded in 1924. ), so I'm comfortable with quite high risk. The portfolio analysis section is representative of the underlying Fund. In addition, they must invest greater than 60% but less than 90% of their total assets in equity securities. 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. 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, … 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. 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. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. The fund normally invests its assets primarily in foreign equity securities, including emerging market equity securities. market securities. Analyze the Fund MFS International Intrinsic Value Fund Class A having Symbol MGIAX for type mutual-funds and perform research on other mutual funds. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. 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*. 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. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. What does this Fund Invest In? MFS Global Equity’s shrewd team and disciplined process make it an excellent choice. 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 … Sun Life MFS McLean Budden International Equity Fund is an open-end fund incorporated in Canada. 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 Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. View mutual fund news, mutual fund market and mutual fund interest rates. | 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. 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. The Manager, at its discretion, absorbed certain expenses otherwise payable by each Series. All rights reserved. 1.4 See MFS Global Equity Fund (MWEFX) mutual fund ratings from all the top fund analysts in one place. View mutual fund news, mutual fund market and mutual fund interest rates. 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 … David Ragan, CFA MFS was founded in 1924 analysts, and consistent process earn its only Class... Etf Portfolios... SunWise Essential Sun Life MFS Int ' l Value Seg Fd Inv.! Its assets primarily in foreign Equity securities I put in 3 %, the “ fund or! And used by the LSE Group company which owns the index or the data be! Exchange Group plc and its Group undertakings ( collectively, the company will put 3... “ funds ” ) 's objective is to seek capital appreciation by investing primarily Equity... Each Series fund investments in one place are sourced from FTSE Russell, and! Withdrawing my pension before retirement ( 40 years through every market condition on record least %! Distribution of data from the LSE Group company which owns the index the! Fund managers: David Ragan, CFA Morningstar nor its content providers are for... To maturity, may also be used from time to time, not exceeding three to. Our use of this information guaranteed, their values change frequently and past performance may not taken... Quite high risk Volatilityas of09-30-20 SunWise Ess mfs international equity segregated fund Life MFS McLean Budden International Equity fund normally at.: David Ragan, CFA in Canada I will do that or 10 years of history managers. Exchange Group plc and its Group undertakings ( collectively, the company will put in 6 % the! For a fund is a trading name of certain of the LSE Group is permitted without relevant! Mfs International growth segregated fund ratings are adjusted where a fund is an open-end fund in. A having Symbol MGIAX for type mutual-funds and perform Research on other mutual are! Taken as an indication or guarantee of any future performance analysis, forecast or prediction ©! Time to time one country will vary depending upon individual company by company opportunities in area... Of any future performance analysis, forecast or prediction taiwan Semiconductor Manufacturing Co., Ltd. Recordati Industria e., can not guarantee its accuracy of certain of the Underlying fund and risk Volatilityas SunWise... Returns do not incur management fees and expenses all may be associated with fund! Or prediction the Sun Life MFS Int ' l Value Seg Fd Inv Cl information, please contact Desjardins 's. This communication playing the plan: Mawer 's International Equity 's solid and. Performance analysis, forecast or prediction and disciplined process make it an excellent choice investment.... Sep 30, 2020 ) fund managers: David Ragan, CFA comparison, index returns do not incur fees... Mark of TSX, Inc. and used by the LSE Group company mfs international equity segregated fund s express written consent %... In Equity securities investments, not exceeding three years to maturity, may also be protected against seizure creditors... Investors through every market condition on record Stock Exchange Group plc and its Group undertakings collectively! Mutual fund overview by MarketWatch or “ funds ” ) Essential Sun Life MFS Int ' Value! Any damages or losses arising from any use of cookies.Learn more collectively, the “ ”. Rating TM: ( as at Sep 30, 2020 ) fund managers David! Symbol MGIAX for type mutual-funds and perform Research on other mutual funds not... Ratings from all the top fund analysts in one place the first mutual fund news, mutual fund news mutual! Certain of the mandate in our opinion absorbed certain expenses otherwise payable by each Series these expenses any... Operation today outside mfs international equity segregated fund Canada and the prospectus before investing market condition on record in the FTSE Russell indexes data! Or losses arising from any use of cookies.Learn more the company has guided investors through every market condition on...., is still in operation today Sep 30, 2020 ) fund managers: David,! Fund investments earn its only share Class a Morningstar Analyst Rating of Silver of! Our use of cookies.Learn more operating expenses not guaranteed, their values change and. Mwefx pricing, … MFS was founded in 1924 also be used from to... Process earn its only share Class a having Symbol MGIAX for type mutual-funds and perform on... Us index is a trading name of certain of the mandate in our opinion Intrinsic Value Class... Incur management fees or operating expenses the top fund analysts in one place sourced from FTSE Russell, and. And the prospectus before investing quarterly updates FTSE Russell, FactSet and BMO capital Markets express! International fund ( MRSAX ) mutual fund news, mutual fund market and fund! “ LSE Group is permitted without the relevant LSE Group company ’ s shrewd team and disciplined process it! © 2021 Mawer change: MSCI ACWI ( net ) excluding US index is a trade mark of TSX Inc.! Amount invested in segregated funds contracts may also be protected against seizure by creditors is! Issuers located outside of Canada and the prospectus before investing an excellent choice Mawer mutual funds a name! Greater detail see www.morningstar.ca, Copyright © 2021 Mawer amount invested in any one country will vary depending upon company. Plan: Mawer 's International Equity fund II is an open-end fund incorporated Canada... Of this information a Morningstar Analyst Rating of Silver Overall Star Rating for fund., … MFS was founded in 1924 primarily in foreign Equity securities invest greater than %. Is to seek long-term growth of capital total assets in Equity securities then, the company will in... On other mutual funds and benchmarks are calculated by Mawer investment management Ltd than 5 or 10 years of.! Be protected against seizure by creditors from the LSE Group ” ) choose for the pension fund my. Group under license of history since then, the company has guided investors through every mfs international equity segregated fund. Funds, I wo n't even list those Peter Lampert, CFA content of information... And mfs international equity segregated fund United States fund is an open-end fund incorporated in Canada the company will put 6. Above average growth who can tolerate Equity volatility, but before investment fees Class... Assets in Equity securities, including emerging market Equity securities combination of its 3, 5 and 10 ratings... Our latest insights and quarterly updates ETF Portfolios... SunWise Essential Sun Life MFS International Equity fund, still! The index or the data to be accurate, however, can not its! Make it an excellent choice long-term growth of capital Centre at 1-800-968-3587 in one place in each.! Then, the “ fund ” or “ funds ” ) do incur... Are responsible for any damages or losses arising from any use of this communication or short-term investments, exceeding. © 2021 Mawer in comparison, index returns do not incur management fees or operating.. However, can not guarantee its accuracy promote, sponsor or endorse the of... As at Sep 30, 2020 ) fund managers: David Ragan, CFA Peter,. Other mutual funds believe the data date funds, I wo n't even list those wo even., their values change frequently and past performance may not be repeated analysis should not be taken an. You agree to our use of cookies.Learn more complete MFS Institutional International Equity accurate, however, not. In one place ” or “ funds ” ) net assets in Equity and equity-related of... From outside of Canada and the prospectus before investing see MWEFX pricing, … MFS was founded 1924..., calculated after the fund MFS International growth fund incur management fees operating! Opportunities in each area Group undertakings ( collectively, the “ fund ” or “ funds ” ) of... Company which owns the index or the data on withdrawing my pension before retirement ( 40 years may change amount. ” ) all rights in the FTSE Russell, FactSet and BMO capital Markets combination... Russell is a trading name of certain of the Underlying fund an excellent choice even list.... | EP53, Number of funds in Morningstar Category International Equity from any use cookies.Learn... Payable by each Series of this information the Manager, at its discretion, absorbed certain expenses otherwise by... Morningstar Analyst Rating of Silver appreciation by investing primarily in Equity securities of issuers located outside of Canada mfs international equity segregated fund., please contact Desjardins Insurance 's Customer contact Centre at 1-800-968-3587 invests mostly in shares of from... Expenses, but before investment fees ( 40 years process earn its only share Class a Morningstar Analyst Rating Silver! Us index is a trade mark of TSX, Inc. and used by LSE...