Current Price
As of Apr 2, 2026
$20.8797 CAD
$0.0717 CAD | 0.34%
As of Apr 2, 2026
CIFSC category
Canadian Focused Equity

Risk profile

Low to medium

MER
2.78%
As of Dec 31, 2024
Key reasons to invest in Sun Protect GIF Sun Life MFS Cdn Equity F
  • A core, Canadian-focused equity fund designed for long-term capital growth
  • Invests in high quality, attractively valued businesses with above average growth prospects
  • Adds exposure to U.S. and international stocks for diversification outside of Canada’s narrow market
  • Applies a long-term, research-driven approach, focused on picking stocks across full market cycles
    <ul class="ann-list"></ul>
    Fund essentials

    Fund codes
    F ClassSLF SS641
    Performance

    Investment growth

    Mar 31, 2026
    • Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any segregated fund or returns on investment in any segregated fund.
    <ul class="ann-list"><li id="ann-investmentGrowthHasReturns">Compound growth calculations are used only for the purpose of illustrating the effects of compound growth and are not intended to reflect the future value of any segregated fund or returns on investment in any segregated fund.</li></ul>

    Compound returns

    As of Mar 31, 2026
    Fund %
    1 mth3 mth6 mth1 yr3 yr5 yr10 yrSince inception
    Fund %-4.80.44.325.215.710.411.29.0

    Calendar returns

    As of Mar 31, 2026
    Fund %
      <ul class="ann-list"></ul>
      YTD2025202420232022202120202019201820172016
      Fund %0.426.017.68.4-10.117.17.819.5-6.110.68.4
        <ul class="ann-list"></ul>
        Portfolio analysis

        Overall allocation

        As of Jan 31, 2026
          <ul class="ann-list"></ul>

          Equity allocation

          As of Jan 31, 2026
          • Global Industry Classification Standard (GICS).
          <ul class="ann-list"><li id="ann-equityAllocationHasSectorData">Global Industry Classification Standard (GICS).</li></ul>

          • Sun Protect GIF Sun Life MFS Cdn Equity F invests directly in units of the Sun Life MFS Cdn Equity Growth Fund (the "underlying fund"). The portfolio analysis section is representative of the underlying Fund.
          <ul class="ann-list"><li id="ann-S42PF-CAD-portfolioAnalysis">Sun Protect GIF Sun Life MFS Cdn Equity F invests directly in units of the Sun Life MFS Cdn Equity Growth Fund (the "underlying fund"). The portfolio analysis section is representative of the underlying Fund.</li></ul>
          Holdings

          Top ten holdings

          As of Jan 31, 2026
          HoldingsPercentage%
          Royal Bank of Canada8.9
          The Toronto-Dominion Bank6.2
          Shopify Inc Registered Shs -A- Subord Vtg5.6
          Agnico Eagle Mines Ltd4.6
          Bank of Montreal4.5
          Canadian Natural Resources Ltd4.2
          Enbridge Inc3.9
          Brookfield Corp Registered Shs -A- Limited Vtg3.6
          Barrick Mining Corp2.8
          Canadian Pacific Kansas City Ltd2.7
          • The holdings section is representative of the underlying Fund.
          <ul class="ann-list"><li id="ann-S42PF-CAD-top10">The holdings section is representative of the underlying Fund.</li></ul>
          • Cash and cash equivalents are not shown.
          <ul class="ann-list"><li id="ann-top10CashDisclaimer">Cash and cash equivalents are not shown.</li></ul>
          Management & Commentary

          Management

          Management Company :

          SLGI Asset Management Inc.

          Sub-advisors

          MFS Investment Management Canada Limited

          Founded in 1924, Boston-based MFS brings nearly a century of active management experience to investors’ portfolios.

          Documents

          Notes and disclosures

          • ^Management Expense Ratio is an estimate in the first year.

            Portfolio holdings are as at the date indicated and may change due to ongoing portfolio transactions of the investment fund

            Any amount allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value

            Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, including Accumulation Annuities (Insurance GICs), Payout Annuities, and Individual Variable Insurance Contracts (Sun Life GIFs).

            Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the issuer of Sun Life GIFs individual variable annuity contracts. A description of the key features of this contract is contained in the information folder.

            Subject to any applicable death benefit and maturity guarantees, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value according to fluctuations in the market value of the assets of the segregated fund.

            Please refer to sunlifegifs.com for additional information.

            The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions.

          <ul class="ann-list"><li id="ann-S42PF-Disclosure"><p>^Management Expense Ratio is an estimate in the first year.</p> <p>Portfolio holdings are as at the date indicated and may change due to ongoing portfolio transactions of the investment fund</p> <p>Any amount allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value</p> <p>Sun Life Assurance Company of Canada is the issuer of guaranteed insurance contracts, including Accumulation Annuities (Insurance GICs), Payout Annuities, and Individual Variable Insurance Contracts (Sun Life GIFs). </p> <p>Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the issuer of Sun Life GIFs individual variable annuity contracts. A description of the key features of this contract is contained in the information folder.</p> <p>Subject to any applicable death benefit and maturity guarantees, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract owner and may increase or decrease in value according to fluctuations in the market value of the assets of the segregated fund.</p> <p>Please refer to sunlifegifs.com for additional information.</p> <p>The information contained in this fund page/profile is designed to provide you with general information related to the fund and investment alternatives and strategies and is not intended to be comprehensive investment advice applicable to individual circumstances. We strongly recommend that investors consult with a financial advisor prior to making any investment decisions.</p></li></ul>