Keeping You Informed

Financial Statements and Manager's Report on Fund Performance (MRFP)

Financial Statements and a Manager’s Report on Fund Performance are prepared for each MFS McLean Budden mutual fund on both a semi-annual and an annual basis. Please contact us should you wish to review reports from prior periods.
Fund Name MRFP's Financials
Semi-Annual Annual Semi-Annual Annual
McLean Budden Balanced Growth Fund 30/06/2011 31/12/2010 30/06/2011 31/12/2010
McLean Budden Balanced Value Fund 30/06/2011 31/12/2010 30/06/2011 31/12/2010
McLean Budden Canadian Equity Growth Fund 30/06/2011 31/12/2010 30/06/2011 31/12/2010
McLean Budden Canadian Equity Fund 30/06/2011 31/12/2010 30/06/2011 31/12/2010
McLean Budden Canadian Equity Value Fund 30/06/2011 31/12/2010 30/06/2011 31/12/2010
McLean Budden Dividend Income Fund¹ 30/06/2011 31/12/2010 30/06/2011 31/12/2010
McLean Budden American Equity Fund 30/06/2011 31/12/2010 30/06/2011 31/12/2010
McLean Budden Global Equity Fund 30/06/2011 31/12/2010 30/06/2011 31/12/2010
McLean Budden International Equity Fund 30/06/2011 31/12/2010 30/06/2011 31/12/2010
McLean Budden Fixed Income Fund 30/06/2011 31/12/2010 30/06/2011 31/12/2010
McLean Budden Real Return Bond Fund 30/06/2011 NA 30/06/2011 NA
McLean Budden Global Bond Fund 30/06/2011 NA 30/06/2011 NA
McLean Budden Money Market Fund 30/06/2011 31/12/2010 30/06/2011 31/12/2010
McLean Budden LifePlan® Retirement Fund 30/06/2011 31/12/2010 30/06/2011 31/12/2010
McLean Budden LifePlan® 2020 Fund 30/06/2011 31/12/2010 30/06/2011 31/12/2010
McLean Budden LifePlan® 2030 Fund 30/06/2011 31/12/2010 30/06/2011 31/12/2010
You can also download the same information for all MFS McLean Budden mutual funds in one document:

¹ Formerly the McLean Budden High Income Equity Fund