August 26, 2016 12:57 AM ET

Capital Markets

Company Overview of MFS Variable Insurance Trust II - MFS Global Tactical Allocation Portfolio

Company Overview

MFS Variable Insurance Trust II - MFS Global Tactical Allocation Portfolio is an open-ended variable annuity balanced mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in public equity and fixed income markets of countries across the globe. For its equity portion, it seeks to invest directly and through derivatives such as futures, forward contracts, options, structured securities, and swaps in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations with a focus on large-cap companies. For its fixed income portion, it invests in investment grade corporate b...

111 Huntington Avenue

Boston, MA 02199-7618

United States

Founded in 1994

Key Executives for MFS Variable Insurance Trust II - MFS Global Tactical Allocation Portfolio

Treasurer
Age: 51
Executive Vice-President, Secretary, General Counsel, and Member of Management Committee
Age: 64
Assistant Clerk and Assistant Secretary
Age: 66
Assistant Clerk and Assistant Secretary
Age: 42
Assistant Clerk and Assistant Secretary
Age: 52
Compensation as of Fiscal Year 2016.

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To contact MFS Variable Insurance Trust II - MFS Global Tactical Allocation Portfolio, please visit annex.mfs.com/wps/portal/mfs/us-advisor-pub/products/sun-life/!ut/p/a1/04_Sj9CPykssy0xPLMnMz0vMAfGjz. Company data is provided by Capital IQ. Please use this form to report any data issues.

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