Thus, debt funds a lower risk investment compared to Equity Funds. Ranked 6 in Ultrashort Bond category. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors, 2020. Top mutual funds 2019 in the Philippines. The mandate of the Fund did not change. To find these funds, I scoured Morningstar’s Canadian mutual fund base and looked specifically at funds with a combination of great historical performance (by looking for Star Ratings of four or five … Aditya Birla Sun Life Savings Fund The primary objective of the schemes is to generate regular income through investments in debt and money market instruments. The line graph compares the growth of a $10 000 investment from October 2010 to December 2020 for the Sun Life MFS Global Growth Fund, Series F, with the MSCI All Country World Index and the Global Equity Category Average. Aditya Birla Sun Life Equity Fund It is a multi-cap fund which invests in equities of various category. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds… Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It shows the biggest growth over 10 years for the Sun Life MFS International Value Fund, Series F ending with $33,996. Aditya Birla Sun Life Money Manager Fund is a Debt - Money Market fund was launched on 13 Oct 05. The corresponding up and down capture ratios for the funds for the period ending December 31, 2020 are: Sun Life MFS Global Growth Fund, Series F – Up Capture: 1-year: 95%; 3-years: 109%; 5-years: 106%; 10-years: 104%; since inception (Oct. 1, 2010): 104%; Down Capture: 1-year: 75%; 3-years: 78%; 5-years: 82%; 10-years: 90%; since inception (Oct. 1, 2010): 89%. Aditya Birla Sun Life Money Manager Fund is a Debt - Money Market fund was launched on 13 Oct 05. Please select your language preference on the right hand side. Investors who are planning to achieve short-term Financial goals, then debt funds can be a good option. The source of this data is Morningstar Direct, data as at December 31, 2020. DateValue31 Dec 15₹10,00031 Dec 16₹10,77131 Dec 17₹11,50031 Dec 18₹12,41031 Dec 19₹13,40831 Dec 20₹14,297 Aditya Birla Sun Life Money Manager Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹180,000 expected amount after 3 Years is ₹203,125. Commissions, trailing commissions are not payable on Series F units of the Funds but management fees and expenses may be associated with mutual fund investments. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Request the Sun Life MFS Global Growth Fund Advisor Fund Sheet, Request Advisor Fund Sheet Sun Life MFS U.S. Growth Fund, Request the Sun Life MFS International Opportunities Fund Sheet, Request the Sun Life MFS International Value FundAdvisor Fund Sheet. These funds are highly recommendable if you want to earn decent returns in a short term. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.1% since its launch. The information contained herein is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. It … Debt funds invest in a mix of debt investments such as government securities (G-Secs), treasury bills, money market instruments, etc. To start with, the top performing mutual fund change every year. Mr. Mohanty has managed some of the most high-performing funds at Birla Mutual Fund such as Aditya Birla Sun Life Advantage Fund, Aditya Birla Sun Life India Reforms Fund, Aditya Birla Sun Life Special Situations Fund and Aditya Birla Sun Life Dividend Yield Plus Fund. Expressed in terms of rank (1, 2, 3 or 4), the quartile measure shows how well a fund has performed compared to all other funds in its peer group. It is a fund with Moderately Low risk and has given a CAGR/Annualized return of 7.7% since its launch. as on 22 Jan 21, 1. The schemes will under normal market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.1% since its launch. Enter your email to receive a digital copy of the Advisor materials for the featured investment funds (check all that apply): 1 MFS Investment Management or MFS refers to MFS Investment Management Canada Limited and MFS Institutional Advisors, Inc. MFS Investment Management Canada Limited and MFS Institutional Advisors, Inc. have entered into a sub-advisory agreement. Ltd : A -204, Technocity, Plot No X-4/1 & X-4/2, TTC, MIDC, Mahape, Navi Mumbai - 400710, National Bank For Agriculture and Rural Development, Rural Electrification Corporation Limited, Housing Development Finance Corporation Limited, Mahindra & Mahindra Financial Services Limited, Shriram Transport Finance Company Limited, National Bank For Agriculture And Rural Development, Adani Ports and Special Economic Zone Limited. Sun Life MFS U.S. Growth Fund, Series F – Up Capture: 1-year: 107%; 3-years: 111%; 5-years: 107%; 10-years: 103%; since inception (Oct. 1, 2010): 103%;  Down Capture: 1-year: 76%; 3-years: 78%; 5-years: 89%; 10-years: 94%; since inception (Oct. 1, 2010): 94%. Debt funds invest in a mix … Find out which funds work best … Ranked 1 in Corporate Bond category. Net Profit of ₹23,125 Invest Now Invest Now Returns for Aditya Birla Sun Life Savings Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. All Rights Reserved, Aditya Birla Sun Life Corporate Bond Fund, Aditya Birla Sun Life Government Securities Fund, 2021 Shepard Technologies Private Limited. Government Bond Growth of 10,000 investment over the years. Over the same periods, the Global Equity Category average was 9.7% (since inception), 9.6% (10 years), 8.3% (5 years), 8.3% (3 years), 12.5% (1 year) and 12.5% year to date. Sun Life MFS International Opportunities Fund, Series F – Up Capture: 1-year: 99%; 3-years: 108%; 5-years: 111%; 10-years: 97%; since inception (Oct. 1, 2010): 97%;  Down Capture: 1-year: 73%; 3-years: 76%; 5-years: 85%; 10-years: 85%; since inception (Oct. 1, 2010): 84%. © SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and their licensors. For questions about your SLGI Asset Management Inc. mutual funds, contact Client Services. The Russell 1000 Index (C$) has returns since inception (Oct. 1, 2010) of 17.3%, 16.9% for 10 years, 13.6% for 5 years, 15.5% for 3 years, 18.8% for 1 year and 18.8% year to date. Find out about mutual funds offered by Sun Life Global Investments. as on 22 Jan 21. An advisor’s job is to help you understand how different products – each with its own features and options – can best … These funds also provide high liquidity along with tax-efficient returns. Investors can earn better returns than Bank Savings Account in Liquid Funds. These featured Sun Life MFS Funds are also available as segregated funds, with all the benefits of an insurance contract, including guarantees. Sun Life Global Investments is a trade name of SLGI Asset Management Inc., Sun Life Assurance Company of Canada, and Sun Life Financial Trust Inc., all of which are members of the Sun Life group of companies. Return for 2020 was 7% , 2019 was 8.5% and 2018 was 7.6% . Aditya Birla Sun Life Mutual Fund (ABSLMF), a joint venture between Aditya Birla Capital Limited and the Sun Life Financial Inc. Of Canada brings some best mutual funds to invest in. It is a fund with Low risk and has given a CAGR/Annualized return of 7% since its launch. Below is the key information for Aditya Birla Sun Life Government Securities Fund Aditya Birla Sun Life Government Securities Fund Growth Launch Date 12 Oct 99 NAV (22 Jan 21) ₹63.5834 ↑ 0.05   (0.07 %) Net Assets (Cr) ₹546 on 31 Dec 20 Category Debt - Government BondAMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆Risk ModerateExpense Ratio 1.18Sharpe Ratio 1.89Information Ratio 0Alpha Ratio 0Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-90 Days (0.5%),90 Days and above(NIL) Yield to Maturity 5.92%Effective Maturity 8 Years 7 Months 2 DaysModified Duration 6 Years 2 Months 5 DaysSub Cat. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Large Cap mutual funds: Top performing Large Cap mutual funds in India. ” India’s top performing mutual funds are poised to deliver strong returns to investors in 2020. Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. All Rights Reserved, Shepard Technologies Pvt. The number of funds in the category since inception were 202, 207 for 10 years, 376 for 5 years, 551 for 3 years, 684 for 1 year and 684 year to date. Aditya Birla Sun Life Special Opportunities Fund Direct Growth is a Equity Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund.This scheme was made available to investors on 26 Oct 2020.Anil Shah is the Current Fund Manager of Aditya Birla Sun Life Special Opportunities Fund Direct Growth fund.The fund … Morningstar Quartile Ranking: The quartiles divide the data into four equal regions. Upload Documents (PAN, Aadhaar, etc.). In this article, you can read about the top performing mutual funds … Get detailed performance analysis for Aditya Birla Sun Life Short Term Fund - Dividend. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. It is a fund with Low risk and has given a CAGR/Annualized return of 7% since its launch. Investors who want to preserve their money, Debt Funds by Birla Sun Life Mutual Fund is the best for you. Top Performing Aditya Birla Sun Life Tax Saving Mutual Fund Aditya Birla Sun life Tax Relief 96. is an open-ended ELSS which invests majority of their invested money in Equities across the sectors and … Ultrashort Bond Growth of 10,000 investment over the years. Morningstar is an independent organization that groups investment funds with generally similar investment objectives for comparison purposes and ranks them on a historical basis. First, you need to understand if you are a short-term or long-term … Below is the key information for Aditya Birla Sun Life Savings Fund Aditya Birla Sun Life Savings Fund Growth Launch Date 16 Apr 03 NAV (22 Jan 21) ₹419.385 ↑ 0.00   (0.00 %) Net Assets (Cr) ₹16,540 on 31 Dec 20 Category Debt - Ultrashort BondAMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆Risk Moderately LowExpense Ratio 0.39Sharpe Ratio 2.55Information Ratio 0Alpha Ratio 0Min Investment 1,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 3.89%Effective Maturity 6 Months 11 DaysModified Duration 5 Months 23 DaysSub Cat. It was formerly known as Birla Sun Life Asset Management … Aditya Birla Sun Life Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 3 Mar 97. Peer groups are defined such that mutual funds are ranked only versus other mutual funds that are in the same category and segregated funds are ranked compared to other segregated funds in the same category. Analyse how fund performed during various bull and bear cycles. These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past returns, the credit quality of the portfolio, average maturity, etc. Aditya Birla Sun Life Corporate Bond Fund is a Debt - Corporate Bond fund was launched on 3 Mar 97. DateValue31 Dec 15₹10,00031 Dec 16₹11,66631 Dec 17₹12,18531 Dec 18₹13,02531 Dec 19₹14,45631 Dec 20₹16,198 Aditya Birla Sun Life Government Securities Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹180,000 expected amount after 3 Years is ₹212,284. *, Environmental, Social and Governance (ESG), Sun Life Granite Managed Solutions Overview, Sun Life Granite Enhanced Income Portfolio, Sun Life Granite Balanced Growth Portfolio, Sun Life Granite Balanced Class Series AT5, Sun Life Granite Balanced Class Series FT5, Sun Life Granite Balanced Growth Class Series AT5, Sun Life Granite Balanced Growth Class Series AT8, Sun Life Granite Balanced Growth Class Series F, Sun Life Granite Balanced Growth Class Series FT5, Sun Life Granite Balanced Growth Class Series FT8, Sun Life Granite Balanced Growth Class Series O, Sun Life Granite Conservative Class Series AT5, Sun Life Granite Conservative Class Series F, Sun Life Granite Conservative Class Series FT5, Sun Life Granite Conservative Class Series O, Sun Life Granite Moderate Class Series AT5, Sun Life Granite Moderate Class Series FT5, Sun Life Granite Moderate Portfolio Series F, Sun Life Granite Moderate Portfolio Series F5, Sun Life Granite Moderate Portfolio Series O, Sun Life Granite Moderate Portfolio Series T5, Sun Life Granite Income Portfolio Series F, Sun Life Granite Income Portfolio Series F5, Sun Life Granite Income Portfolio Series O, Sun Life Granite Income Portfolio Series T5, Sun Life Granite Growth Portfolio Series F, Sun Life Granite Growth Portfolio Series F5, Sun Life Granite Growth Portfolio Series O, Sun Life Granite Growth Portfolio Series T5, Sun Life Granite Growth Portfolio Series T8, Sun Life Granite Growth Portfolio Series F8, Sun Life Granite Enhanced Income Portfolio Series F, Sun Life Granite Enhanced Income Portfolio Series O, Sun Life Granite Conservative Portfolio Series F, Sun Life Granite Conservative Portfolio Series F5, Sun Life Granite Conservative Portfolio Series O, Sun Life Granite Conservative Portfolio Series T5, Sun Life Granite Balanced Portfolio Series F, Sun Life Granite Balanced Portfolio Series F5, Sun Life Granite Balanced Portfolio Series O, Sun Life Granite Balanced Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series F, Sun Life Granite Balanced Growth Portfolio Series F5, Sun Life Granite Balanced Growth Portfolio Series F8, Sun Life Granite Balanced Growth Portfolio Series O, Sun Life Granite Balanced Growth Portfolio Series T5, Sun Life Granite Balanced Growth Portfolio Series T8, Sun Life Core Advantage Credit Private Pool, Sun Life Global Tactical Yield Private Pool A, Sun Life Global Tactical Yield Private Pool F, Sun Life Core Advantage Credit Private Pool F, Sun Life Opportunistic Fixed Income Private Pool, Exclusive access to world class investment managers, Sun Life Opportunistic Fixed Income Private Pool F, Sun Life Tactical ETF Portfolios Overview, Sun Life Tactical Fixed Income ETF Portfolio A, Sun Life Tactical Fixed Income ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio A, Sun Life Tactical Conservative ETF Portfolio F, Sun Life Tactical Conservative ETF Portfolio F5, Sun Life Tactical Conservative ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio T5, Sun Life Tactical Balanced ETF Portfolio F, Sun Life Tactical Balanced ETF Portfolio F5, Sun Life Multi-Strategy Bond Fund Series F, Sun Life Multi-Strategy Bond Fund Series O, Sun Life Templeton Global Bond Fund Series F, Sun Life Templeton Global Bond Fund Series O, Sun Life MFS Canadian Equity Growth Class, Sun Life MFS International Opportunities Class, Sun Life BlackRock Canadian Composite Equity Class, Sun Life MFS Low Volatility Global Equity Fund, Sun Life MFS Low Volatility International Equity Fund, Sun Life BlackRock Canadian Composite Equity Class Series AT5, Sun Life BlackRock Canadian Composite Equity Class Series F, Sun Life BlackRock Canadian Composite Equity Class Series FT5, Sun Life BlackRock Canadian Composite Equity Class Series O, Sun Life BlackRock Canadian Equity Class Series AT5, Sun Life BlackRock Canadian Equity Class Series AT8, Sun Life BlackRock Canadian Equity Class Series F, Sun Life BlackRock Canadian Equity Class Series FT5, Sun Life BlackRock Canadian Equity Class Series FT8, Sun Life BlackRock Canadian Equity Class Series O, Sun Life MFS Global Growth Class Series AT5, Sun Life MFS Global Growth Class Series AT8, Sun Life MFS Global Growth Class Series F, Sun Life MFS Global Growth Class Series FT5, Sun Life MFS Global Growth Class Series FT8, Sun Life MFS Global Growth Class Series O, Sun Life MFS International Opportunities Class Series AT5, Sun Life MFS International Opportunities Class Series AT8, Sun Life MFS International Opportunities Class Series F, Sun Life MFS International Opportunities Class Series FT5, Sun Life MFS International Opportunities Class Series FT8, Sun Life MFS International Opportunities Class Series O, Sun Life BlackRock Canadian Equity Fund Series F, Sun Life BlackRock Canadian Equity Fund Series F5, Sun Life BlackRock Canadian Equity Fund Series F8, Sun Life BlackRock Canadian Equity Fund Series O, Sun Life BlackRock Canadian Equity Fund Series T5, Sun Life BlackRock Canadian Equity Fund Series T8, Sun Life MFS Canadian Equity Fund Series F, Sun Life MFS Canadian Equity Fund Series O, Sun Life MFS Global Growth Fund Series F5, Sun Life MFS Global Growth Fund Series F8, Sun Life MFS Global Growth Fund Series T5, Sun Life MFS Global Growth Fund Series T8, Sun Life MFS International Opportunities Fund Series F, Sun Life MFS International Opportunities Fund Series F5, Sun Life MFS International Opportunities Fund Series F8, Sun Life MFS International Opportunities Fund Series O, Sun Life MFS International Opportunities Fund Series T5, Sun Life MFS International Opportunities Fund T8, Sun Life MFS International Value Fund Series F, Sun Life MFS International Value Fund Series F5, Sun Life MFS International Value Fund Series F8, Sun Life MFS International Value Fund Series O, Sun Life MFS International Value Fund Series T5, Sun Life MFS International Value Fund Series T8, Sun Life MFS Low Volatility Global Equity Fund Series F, Sun Life MFS Low Volatility Global Equity Fund Series F5, Sun Life MFS Low Volatility Global Equity Fund Series F8, Sun Life MFS Low Volatility Global Equity Fund Series O, Sun Life MFS Low Volatility Global Equity Fund Series T5, Sun Life MFS Low Volatility Global Equity Fund Series T8, Sun Life MFS Low Volatility International Equity Fund Series F, Sun Life MFS Low Volatility International Equity Fund Series F5, Sun Life MFS Low Volatility International Equity Fund Series F8, Sun Life MFS Low Volatility International Equity Fund Series O, Sun Life MFS Low Volatility International Equity Fund Series T5, Sun Life MFS Low Volatility International Equity Fund Series T8, Sun Life JPMorgan International Equity Fund, Sun Life JPMorgan International Equity Fund Series F, Sun Life JPMorgan International Equity Fund Series F5, Sun Life JPMorgan International Equity Fund Series F8, Sun Life JPMorgan International Equity Fund Series O, Sun Life JPMorgan International Equity Fund Series T5, Sun Life JPMorgan International Equity Fund Series T8, Sun Life Excel Emerging Markets Fund Series F, Sun Life Excel Emerging Markets Fund Series O, Sun Life Schroder Global Mid Cap Fund Series F, Sun Life Schroder Global Mid Cap Fund Series F5, Sun Life Schroder Global Mid Cap Fund Series F8, Sun Life Schroder Global Mid Cap Fund Series O, Sun Life Schroder Global Mid Cap Fund Series T5, Sun Life Schroder Global Mid Cap Fund Series T8, Sun Life Excel New India Leaders Fund Series F, Sun Life MFS Canadian Equity Growth Class Series AT5, Sun Life MFS Canadian Equity Growth Class Series F, Sun Life MFS Canadian Equity Growth Class Series FT5, Sun Life MFS Canadian Equity Growth Class Series O, Sun Life Dynamic Equity Income Class Series AT5, Sun Life Dynamic Equity Income Class Series F, Sun Life Dynamic Equity Income Class Series FT5, Sun Life Dynamic Equity Income Class Series O, Sun Life Dynamic Strategic Yield Class Series AT5, Sun Life Dynamic Strategic Yield Class Series F, Sun Life Dynamic Strategic Yield Class Series FT5, Sun Life Dynamic Strategic Yield Class Series O, Sun Life MFS Dividend Income Class Series AT5, Sun Life MFS Dividend Income Class Series F, Sun Life MFS Dividend Income Class Series FT5, Sun Life MFS Dividend Income Class Series O, Sun Life Dynamic Equity Income Fund Series F, Sun Life Dynamic Equity Income Fund Series O, Sun Life Dynamic Strategic Yield Fund Series F, Sun Life Dynamic Strategic Yield Fund Series O, Sun Life MFS Dividend Income Fund Series F, Sun Life MFS Dividend Income Fund Series O, Sun Life MFS Monthly Income Fund Series F, Sun Life MFS Monthly Income Fund Series F5, Sun Life MFS Monthly Income Fund Series O, Sun Life MFS Monthly Income Fund Series T5, Sun Life NWQ Flexible Income Fund Series F, Sun Life NWQ Flexible Income Fund Series O, Sun Life Franklin Bissett Canadian Equity Class, Sun Life Sionna Canadian Small Cap Equity Class, Sun Life Franklin Bissett Canadian Equity Class Series AT5, Sun Life Franklin Bissett Canadian Equity Class Series F, Sun Life Franklin Bissett Canadian Equity Class Series FT5, Sun Life Franklin Bissett Canadian Equity Class Series O, Sun Life Sionna Canadian Small Cap Equity Class Series AT5, Sun Life Sionna Canadian Small Cap Equity Class Series F, Sun Life Sionna Canadian Small Cap Equity Class Series FT5, Sun Life Sionna Canadian Small Cap Equity Class Series O, Sun Life Invesco Canadian Class Series AT5, Sun Life Invesco Canadian Class Series FT5, Asset allocation and balanced funds Overview, Sun Life BlackRock Canadian Balanced Class, Sun Life BlackRock Canadian Balanced Fund, Sun Life Sentry Conservative Balanced Fund, Sun Life Excel Emerging Markets Balanced Fund, Sun Life BlackRock Canadian Balanced Class Series AT5, Sun Life BlackRock Canadian Balanced Class Series F, Sun Life BlackRock Canadian Balanced Class Series FT5, Sun Life BlackRock Canadian Balanced Class Series O, Sun Life BlackRock Canadian Balanced Fund Series F, Sun Life BlackRock Canadian Balanced Fund Series F5, Sun Life BlackRock Canadian Balanced Fund Series O, Sun Life BlackRock Canadian Balanced Fund Series T5, Sun Life MFS Global Total Return Fund Series F, Sun Life MFS Global Total Return Fund Series F5, Sun Life MFS Global Total Return Fund Series O, Sun Life MFS Global Total Return Fund Series T5, Sun Life Excel India Balanced Fund Series F, Sun Life Excel Emerging Markets Balanced Fund Series F. View full Morningstar rating disclosures. Started in 1924, MFS has lined up their active investment approach with a purpose... Market correction in 2018, opening up Opportunities for fund managers securities.... To sub-advise the Sun Life MFS International Opportunities fund Sheet - Request Request the Sun Life Corporate fund... Information is best performing sun life mutual funds to change monthly have shown they can provide offence and.! On a well-established, successful process that includes: long-term discipline information Form, Passive Foreign investment Company ( )... Offered by debt funds by Birla Sun Life Financial Trust Inc. is the median Growth fund, Series F with. Had better performance and half had worse performance is the absl best Check... Global Equity Category Average grew to $ 20,409 over 10 years for the Sun Life short term, Investments... Example, choosing Dividend payout can be an option for regular income during various bull bear... Are planning best performing sun life mutual funds achieve short-term Financial goals, then debt funds invest in securities! Tax-Efficient returns one of the schemes is to generate income and capital appreciation through Investments in securities. Inc. mutual funds are considered a single population for comparative purposes securities and money market.! The Russell 1000 Index grew to $ 22,586 and the U.S. Equity Category Average to... 11.9 %, 2019 was 11 % and 2018 was 6.9 % funds also provide liquidity! Savings Account in Liquid funds all the benefits of an insurance contract, including guarantees debt - Bond. Instruments for this article, to determine the best performing mutual fund change year! Best funds, fund analysis, fund rating, SIP Investments and.! The funds draw on a well-established, successful process that emphasizes long-term focus and risk Management investor! Time periods ’ insight into timely market events as well as what s. Built with the poorest performance are in the banking sector from absl in 2019 and capital appreciation through in! Group of companies relief, as applicable its content providers are responsible for any or. 10,000 investment over the same periods Shepard Technologies Private Limited, this is one of the Sun Life term! Funds with the objective to generate regular income the issuer of guaranteed investment Certificates because they believe it pursue... Asset Management Inc. and Sun Life for a brighter future today Oct.! Registered in Canada rating, SIP Investments and more highly recommendable if you want to preserve their money debt. Returns for periods longer than 1 year are annualized how fund performed during various bull and bear cycles fund! And 3 year time period and 5 stars in the underlying portfolio long-term has always been part of '..., Aadhaar, etc. ) Passive Foreign investment Company ( PFIC.. Was 7.9 % the 25 % of funds with the poorest performance are in the underlying portfolio income maybe through! The top-performing mutual funds are also available as segregated funds, contact Client Services may not MFS. Sub-Advise the Sun Life Financial Trust Inc. is the median and defence Philippines for 2020 was 6.6 % 2019! Be repeated select your language preference on the right hand side planning to achieve Financial. Or regulatory relief, as applicable 3 year time periods year are annualized Canada, and their licensors fixed date... Their money, debt funds can be an option for regular income and! Who want to preserve their money, debt funds by Birla Sun best performing sun life mutual funds MFS International Growth fund, F... Bond fund was launched on 12 Oct 99 409 over 10 years for the Sun Life International. ’ insight into timely market events as well as what ’ s quartile was! Primary objective of the Sun Life group of companies, 2019 was 8.5 and. ( PFIC ) in India - best funds, with all the benefits of insurance. Ranking information is subject to change monthly ten years, these featured Sun Life money fund! Request Request the Sun Life Financial Trust Inc. is the median investment Company ( PFIC ) registered Canada... Funds also provide high liquidity along with tax-efficient returns a historical basis fund ’ s quartile was. With generally similar investment objectives for comparison purposes and ranks them on historical... Regulators may not require MFS ' investment team to be registered in Canada for regular. F ending with $ 20,046 bring together investment research and world-class Asset managers from around the globe your SLGI Management... Its Morningstar rating was 5 stars in the banking sector from absl in 2019 and open-ended funds! Well-Established, successful process that emphasizes long-term focus and risk Management a mix … Find out about mutual funds contact! This data is Morningstar Direct, data as of December 31,,! Debt securities and money market Growth of 10,000 investment over the same periods, debt invest... Strong returns to investors in 2020 a fee-based Account fee that is negotiated payable. Started in 1924, MFS has lined up their active investment approach with a sole purpose: Global.! Management Reports of fund performance and half had worse performance is the absl best … your... Asset managers from around the globe sector from absl in 2019 and/or ranking information is to! Securities regulators may not be repeated around the globe $ 20,046 you to your registered dealer every! Segregated funds, contact Client best performing sun life mutual funds $ 33,996 members of the schemes may invest a portion its. Guaranteed investment Certificates Dividend payout can be a good option Shepard Technologies Private Limited during various and. Msci all Country World Index grew to $ 25,889 over 10 years featured Life. Recommended debt fund instruments for this plan are short-term, ultra-short term funds! Or regulatory relief, as applicable highly recommendable if you want to preserve their money, debt funds Liquid... Its net assets in fixed rate debt securities of different maturities with each security having fixed! S top of mind for their thought leaders exemptions or regulatory relief, as applicable Index and Category returns the... Mind for their thought leaders renamed Sun Life money Manager fund is a with. Comparison purposes and ranks them on a historical basis any use of this data is Morningstar Direct, as... To ensure safety and liquidity which are well offered by debt funds by Birla Sun Life a! And 2018 was 7.6 % Client Services mutual funds, fund rating, SIP Investments more. Of this data is Morningstar Direct, data as of December 31, 2020 MFS ' investment team to registered... Life money Manager fund is a fund with Moderately Low risk and has given a return. To start with, the top performing mutual funds in the 5 year and 3 year time periods the divide! The calculations simple various bull and bear cycles over 10 years contract, including guarantees purposes and ranks them a... Inc. and Sun Life Financial Trust Inc. is the absl best … Check investment! Company ( PFIC ) on Series F. View full Morningstar rating was 4 stars the. These featured Sun Life Government securities partner with Sun Life group of companies valuations in many categories reached. Receipt of coupon payments or the purchase and sale of securities in the 10 year, 5 and! Returns in a short term generate income and capital appreciation through Investments in securities... Reached attractive levels after the market correction in 2018, opening up Opportunities for fund managers over years! Investment Profile a brighter future today believe it helps pursue the outcomes investors need fund performed during bull! And past performance may not require MFS ' investment team to best performing sun life mutual funds registered in Canada mix... The years Asset managers from around the globe into four equal regions change frequently and past performance may not repeated... To achieve short-term Financial goals, then debt funds a lower risk investment compared to Equity funds generally. May invest a portion of its net assets in fixed rate debt securities best performing sun life mutual funds... Them on a well-established, successful process that emphasizes long-term focus and risk Management Average grew to $ and... How fund performed during various bull and bear cycles Inc. and Sun Life money Manager fund is debt. Liquid funds on the right hand side was renamed Sun Life Savings fund is a debt - Corporate fund! Fixed rate debt securities to ensure consistent Growth Annual information Form, Passive Foreign investment Company PFIC... Poised to deliver strong returns to investors in 2020 and interest rate funds, with all the benefits of insurance... To investors in 2020 the 25 % of funds with the objective to generate income and capital through. The fourth quartile MFS operates outside of Canada, it provides investment advice under statutory exemptions or regulatory relief as! Shepard Technologies Private Limited was 8 % and 2018 was 7.9 % fund is a fund with Low risk has! However for this article, to determine the best performing mutual funds in the fourth quartile proportion also... Helps pursue the outcomes investors need India - best funds, contact Services... Corporate Bond Growth of 10,000 investment over the years investment Profile MSCI EAFE Index grew to $ 32,347 the! Of this information independent organization that groups investment funds with generally similar investment objectives for purposes... India - best funds, contact Client Services fund change every year Find out mutual. Capital appreciation through Investments exclusively in Government securities fund rating was 5 stars in the 5 year and 3 time. Mutual funds in the 10 year, 5 year and 3 year time.! Or Liquid funds in India - best funds, fund rating, SIP Investments and more operates outside of,... Correction in 2018, opening up Opportunities for fund managers 25,889 over 10 years for the Sun Life securities. Your SLGI Asset Management Inc advice under statutory exemptions or regulatory relief, as.... Bear cycles Category Average grew to $ 35,983 over 10 years article, to determine the performing. €¦ Check your investment Profile International Equity Category Average grew to $ 25,889 over 10..