A
bout your fund
SLFC North American
SEDOL
0171821
Fund overview
North American funds invest in a diversified portfolio of equity securities from North America. Investment may be across any
or all economic sectors. Returns are linked to North American economies, exchange rates and the market supply and demand of
shares based on expectations of future profitability.
Investment objective
The fund aims is to achieve capital appreciation over the medium to long term by investing in North American equities.
SEDOL codes, London Stock Exchange,
reproduced under Licence
ISIN
GB0001718211
Appropriateness*
Potential risks
This fund is appropriate for investors who are willing to take above-average risk for the prospect of higher returns. Investors in
this fund are prepared to take a greater risk of a decline in value and are prepared for the possibility of losing a large proportion
of the money invested.
Fund sector
Past Performance should not be taken as a guide to future performance; the value of your investments, and any income received,
can go down as well as up and you may not get back the amount of your original investment.
TER
Inflation, over time, will erode the buying power of your investment.
Funds that invest in overseas markets are exposed to changes in exchange rates. If the currency of your country of residence
gains strength against the currency of your investments, the value of your holding may be reduced.
North American Equity
Life: 1.42%
Pension: 1.10%
TERs shown assume an Annual Management
Charge (AMC) of 1% for Life funds and 0.75%
for Pension funds. Please note that the fund
series you hold may have a different AMC.
See overleaf for fund
manager information.
* Cautious investors tend to look for more stable returns and accept the amount they are likely to gain will be limited as a result. On the other hand, more adventurous investors
seeking higher returns understand their investment is likely to go sharply up and down in value.
About the fund manager
Fund manager
MFS Investment Management
Fund manager website
www.mfs.com
MFS Investment Management is a global investment firm managing equity, fixed income and quantitative strategies for investors worldwide.
Founded in 1924, MFS established one of the industry’s first in-house fundamental research departments in 1932. Today, MFS offers a broad
range of investment styles that combine both fundamental and quantitative research and portfolio management. Its investment philosophy has
remained consistent: to identify opportunities on behalf of clients through the application of global research and bottom-up security selection.
As of 31 July 2015, MFS managed $446.3bn* of assets globally. MFS Investment Management, a US based asset investment adviser, is a wholly owned
subsidiary of Sun Life Financial, Inc. MFS International (UK) Ltd., an indirect subsidiary of MFS, provides investment management products and
services in the UK, and is authorised and regulated by the Financial Conduct Authority.
*Source: MFS Investment Management July 2015.
Fund manager investment process
MFS believes that the consistent application of a disciplined, bottom-up research process provides opportunities to exploit market inefficiencies.
We believe that fundamental research and quantitative research are complementary. We also believe that the inherent strengths of one type
of research generally offset the inherent weaknesses of the other and the systematic combination of these two independent stock selection
processes has the potential to generate superior, risk-adjusted returns over a full market cycle. The disciplined portfolio construction process
seeks to maximize expected return relative to risk. The portfolio managers attempt to maximize exposure to stocks that are the most attractive
based on MFS’ fundamental and quantitative research while attempting to minimize non-stock specific risks by maintaining relatively tight
parameters at the stock, industry, and sector levels.
Sun Life Assurance Company of Canada (U.K.) Limited, incorporated in England and Wales, registered number 959082, registered office at Matrix House, Basing View, Basingstoke, Hampshire, RG21 4DZ, trades under the name of Sun Life Financial of Canada and is authorised by
the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
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SL3692 - 09/15