We know many plan members are looking for a retirement ready solution to address income needs. That’s why we are working on a number of retirement income solutions, starting with the launch of Sun Life MFS Diversified Income Fund1 — a uniquely constructed core global balanced portfolio investing in a carefully optimized mix of six income-generating asset classes.
Core global balanced portfolio diversified across six distinct income-oriented asset classes.
Fixed income and equity components focus on delivering reliable income.
Capital appreciation potential from allocation to dividend-paying equites and listed real estate.
55% equities/45% fixed income. Tactical range: +5/-15% on equities/fixed income.
Asset allocation is optimized through rigorous scenario analysis to deliver the best possible risk-return profile
Six distinct income-generating asset classes: The Fund invests in a carefully optimized mix of six income-generating asset classes, and disciplined tactical shifts are made in response to market conditions.†
Watch Rob Almeida, Global Investment Strategist & Portfolio Manager, MFS discuss the investment approach.
The Fund is overseen by our world-class sub-advisor – MFS Investment Management. For nearly a century, MFS’s investment approach has thrived on three pillars: the collective expertise of their investment professionals, risk management and long-term discipline.
Today they can draw on a research platform that spans the globe.
Fundamental research analysts
Global sector teams
Analyst managed strategies
Portfolio managers
Quantitative research analysts
Data as of June 30, 2022.
Learn more about Sun Life MFS Diversified Income Fund in a convenient downloadable pdf.
Many plan members want to grow their capital while withdrawing for income. There’s a solution.
1 Effective June 21, 2022, the investment strategies of the Fund changed, and its name changed from Sun Life MFS Dividend Income Fund to Sun Life MFS Diversified Income Fund.
† The chart allocations shown represent the Fund’s neutral asset allocation. Actual allocations may vary due to tactical adjustments or market movements.
