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MFS Investment Mangement

Since 1924, MFS Investment Management 1 has guided investors in the United States through every market condition on record. Today, our exclusive lineup of Sun Life MFS funds brings Canadian investors the power of their deep-rooted expertise and three driving pillars of investment success. 

Investment Philosophy & Process

Creating long-term value by allocating capital responsibly.

Collective expertise

Long-term discipline

Active risk management

Global Collaboration. Integrated global research.

Collective expertise is at the heart of MFS Investment Management’s investment approach.

They believe it leads to better investment decisions for the family of Sun Life MFS Funds through engagement, diversity & collaboration, and integrated research.

All Sun Life MFS funds share a similar philosophy; they invest for the long-term.

They prioritize this using three core elements:

  • long-term horizon and conviction,
  • alignment of incentives, and
  • continuity and succession planning.

Risk plays a central role in decision making and everyone at MFS Investment Management takes responsibility for assessing it.

The goal is to deliver the greatest possible return for clients within the risk guidelines of each portfolio through a process that includes:

  1. A risk- aware culture
  2. Understanding material risks
    • They factor environmental, social, or governance (ESG) issues into their research

MFS Investment Management insights

  • MFS Week in Review

    A review of the week’s top
    global economic and
    capital markets news. 

    Read here

  • MFS Brochure

    Learn more about the history, investment process, and background of MFS Investment Management. 

    Read brochure

  • More insights

    Get MFS’ insight into timely market events as well as what’s top of mind for their thought leaders.

    Read our insights

Explore all the Sun Life MFS Funds

1 MFS Investment Management Canada Limited is the sub-advisor to the Sun Life MFS Funds; SLGI Asset Management Inc. is the registered portfolio manager. MFS Investment Management Canada Limited has appointed MFS Institutional Advisors, Inc. to provide additional sub-advisory services.

The MFS® logo is a trademark of The Massachusetts Financial Services Company and is used with permission.