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-to-long term
  • can tolerate low to moderate risk

Fund overview

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


Fund/ETF Facts (2024-03-28)

Inception date

2012-08-01

Asset class

U.S. Balanced

Income distribution

Annually

Minimum investment

$500 initial/$100 additional

Growth of $10,000