Investor suitability

For those who:

  • want to invest in a diversified portfolio of equity and income
  • are investing for the medium and/or long term
  • can tolerate low to moderate risk

Fund overview

The Fund invests in the Sun Life MFS Global Total Return Fund. The Underlying Fund invests mostly in shares and bonds of firms from around the world.

Fund facts (2021-09-30)

Asset class

Global Balanced

Income distribution


Minimum investment

$500 initial / $100 additional

Growth of $10,000