MFS MB LifePlan®
Growth & Income Fund
Objective
The Fund aims to provide long-term capital growth with a moderate level of risk and volatility by investing in a diversified portfolio of equities, Canadian and global (U.S. and international) and fixed income assets.
Stocks chosen are considered to be either undervalued in relation to their historical price, industry competitors and/or the overall market, or have prospects for above average earnings growth.
The Fund's fixed income component will primarily invest in high quality debt. Returns in excess of income will be gained through active duration, yield curve and sector management.
MFS McLean Budden adjusts the Fund's asset mix percentages periodically to take advantage of market opportunities, but stays within the following ranges: stocks 49 to 61%, fixed income 30 to 50% and cash 0 to 15%.
| Fund Startup | September 2002 |
| Distribution Frequency | Quarterly |
| DC/DB Pensions Eligible | Yes |
| Individual RRSP Eligible | No |
Fund Managers
Asset Mix: Robert Spector
Volatility Profile
The MFS MB LifePlan® Growth & Income Fund is suitable for clients with low to moderate risk tolerance and a medium term investment horizon.
As the Fund invests in a broad array of assets (stocks, bonds and cash), it is less risky than an investment in a single asset class. However, the Fund will increase or decrease in value based on the market value of the assets it holds.
