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February 13, 2016 10:56 PM 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


Founded in 2003

Key Executives for Sun Life MFS Balanced Value Fund

President of Sun Life Global Investments (Canada) Inc
Investment Officer and Fixed Income Trader
Age: 54
Executive Vice President, Managing Director and Portfolio Manager
Age: 53
Executive Vice President, Managing Director and Portfolio Manager
Age: 49
Vice President and Portfolio Manager
Age: 38
Compensation as of Fiscal Year 2015.

Sun Life MFS Balanced Value Fund Key Developments

Sun Life MFS Balanced Value Fund, Special/Extraordinary Shareholders Meeting, Nov 19, 2014

Sun Life MFS Balanced Value Fund, Special/Extraordinary Shareholders Meeting, Nov 19, 2014., at 10:00 US Eastern Standard Time. Location: offices of Borden Ladner Gervais LLP. Agenda: To consider and approve the replacing of method by which certain operating expenses are charged with a fixed-rate annual administration fee, as described in the management information; and to transact such other business as may properly come before the meeting.

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