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Sun Life Mfs Canadian Bond Fx (0P0000JPZA)

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12.865 -0.010    -0.08%
24/12 - Closed. Currency in CAD
  • Morningstar Rating:
  • Total Assets: 218.08M
Type:  Fund
Market:  Canada
Issuer:  Sun Life Global Investments (Canada) Inc
Asset Class:  Bond
Sun Life MFS Canadian Bond FX 12.865 -0.010 -0.08%

0P0000JPZA Overview

 
On this page you'll find an in-depth profile of Sun Life Mfs Canadian Bond Fx. Learn about the key management, total assets, investment strategy and contact information of 0P0000JPZA among other information.
Category

Canadian Fixed Income

Total Assets

218.08M

Expenses

Inception Date

Feb 15, 2008

Investment Strategy

The Fund aims to provide investors with high investment returns primarily through income, with reasonable safety of capital. In pursuing the Fund’s investment objective, the sub-advisor normally invests at least 85% of the Fund’s assets in debt instruments. The Fund invests mainly in debt instruments rated investment grade but may also invest in non-investment grade debt instruments. The Fund seeks to actively control risk in the Fund by investing at least 70% of the Fund’s assets in debt instruments rated BBB and above.

Contact Information

Address 150 King St West
Toronto,ON M5H 1J9
Canada
Phone 1-877-344-1434

Top Executives

Name Title Since Until
Joshua P. Marston Investment Officer 2015 Now
Biography Joshua P. Marston, Portfolio Manager, is an Investment Officer, Director of Fixed Income, and Director of Structured & Financial Research at MFS Investment Management® (MFS®). Josh's responsibilities include managing MFS' fixed income portfolio management team as well as oversight of MFS' structured product strategy, dedicated structured product portfolios, and portfolio management responsibilities for several of the firm's other fixed income strategies. Mr. Marston has been employed in the investment area of MFS since 1999 as a credit analyst.
Robert Spector Vice President 2015 Now
Biography - Serves on MFS Fixed Income Strategy Group, Global Rates & Currency Group, Fixed Income Risk & Opportunities Group - As a Fixed Income Portfolio Manager, responsible for final buy and sell decisions, portfolio construction, risk assessment and cash management. Participates in the research process and strategy discussions. - Joined MFS in 2005 - Previous experience includes 2 years as the Head of Canadian Economics and Strategy at Merrill Lynch - Affiliations include CFA Institute - University of Western Ontario, MA - McGill University, BA, great distinction, University Scholar
Soami Kohly - 2015 Now
Robert D. Persons Portfolio Manager 2015 2021
Biography Robert D. Persons, CFA, is an investment officer of MFS Investment Management® (MFS®) and a fixed income portfolio manager. Robert joined MFS in 2000 as an investment grade fixed income research analyst. Prior to joining MFS, he served six years as a bond analyst/portfolio manager for Scudder Kemper Investments; three years as an investment manager for The Travelers Insurance Company; and three years as an investment analyst for Bailard, Biehl & Kaiser. He earned a Bachelor of Arts degree from Bucknell University and a Master of Business Administration degree from Northwestern University.
Paul Marcogliese Vice President 2009 2015
Biography Paul Marcogliese serves as a Fixed Income Portfolio Manager at Cambridge Global Asset Management. He is responsible for managing Cambridge Bond Fund and is the co-manager of Cambridge Asset Allocation Corporate Class, Cambridge Global High Income and Cambridge Monthly Income Funds. Paul's career in he investment industry began in 1999 and he joined Cambridge in 2016. Paul holds a Bachelor of Mathematics from the University of Waterloo, a Bachelor of Business Administration from Wilfrid Laurier, and the Chartered Financial Analyst designation.
Peter Kotsopoulos Managing Director 2009 2015
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