September 23, 2014 6:09 AM ET

Capital Markets

Company Overview of Sun Life MFS Balanced Value Fund

Company Overview

Sun Life MFS Balanced Value Fund is an open ended balanced mutual fund launched and managed by Sun Life Global Investments (Canada) Inc.. The fund is co-managed by MFS Investment Management Canada Limited and MFS Institutional Advisors, Inc. It primarily invests in the public equity and fixed income markets across the globe. The fund makes its investments in the stocks of companies operating across diversified sectors. It seeks to invest in value stocks of large cap companies. The fund employs a fundamental analysis, focusing on earnings growth potential, relative value, strong balance sheets, excellent management, and good business potential to create its portfolio. It conducts in-house res...

77 King Street West

35th Floor

Toronto, ON M5K 1B7

Canada

Founded in 2003

Key Executives for Sun Life MFS Balanced Value Fund

President
Age: 69
President and Portfolio Manager
Age: 50
Investment Officer and Fixed Income Trader
Age: 53
Executive Vice President
Age: 52
Executive Vice President
Age: 48
Compensation as of Fiscal Year 2014.

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To contact Sun Life MFS Balanced Value Fund, please visit www.sunlifeglobalinvestments.com/Slgi-Funds/Asset-allocation-and-balanced-funds/Sun-Life-MFS-Balance. Company data is provided by Capital IQ. Please use this form to report any data issues.

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