Investor suitability

For those who:

  • want an U.S. equity fund
  • are investing for the long term
  • can tolerate moderate risk

Fund overview

The Fund invests in the Sun Life MFS U.S. Value Fund. The Underlying Fund invests mostly in U.S. shares.


Fund facts (2020-06-30)

Inception date

2012-08-01

Asset class

U.S. Equity

Income distribution

Annually

Minimum investment

$500 initial / $100 additional

Growth of $10,000