Investor suitability

For those who:

  • want to invest in equity securities, with a small amount of exposure to income securities to mitigate short-term volatility
  • are investing for the medium and/or long term
  • can tolerate low to moderate risk

Fund overview

The bundle invests in the Sun Life MFS Global Value Fund and Sun Life Multi-Strategy Bond Fund. The Underlying Funds are combined to hold about 70% in shares and 30% in bonds.


Fund facts (2020-05-29)

Inception date

2012-08-27

Asset class

Global Balanced

Income distribution

Annually

Minimum investment

$500 initial / $100 additional

Growth of $10,000