Sun Life MFS Diversified Income Fund

This chart illustrates that Sun Life MFS Diversified Income Fund invests in an optimized mix of six income generating asset classes.

The target mix is 45% in fixed income (with a max/min of 60%/40%) and 55% in equities (with a max/min) of 60%/40%

The Fund then makes disciplined tactical adjustments to the mix (+/- 5% to the underlying asset class strategies

The six asset classes and the target mix to them include: 17.5% U.S. High Yield Bonds, 17.5% Canadian Investment Grade Bonds, 10% Emerging Markets Debt, 10% Canadian Equities, 30% Global Dividend Paying Equities, and 15% Global Real Estate Investment Trusts (REITs)

There is a description for each of the six asset classes (to describe them). It says:

U.S. High Yield Bonds – Invests across the full spectrum of corporate high yield bonds

Canadian Investment Grade Bonds – A diversified portfolio of mainly Canadian dollar, investment grade corporate bonds and other credit-related fixed income

Emerging Markets Debt – A well diversified portfolio capturing broad opportunities in emerging markets debt through research-intensive analysis

Canadian Equities – Focuses on dividend-paying Canadian equities with total returns that are driven by dividends and capital growth potential

Global Dividend Paying Equities – Focuses on dividend-paying global equities with total returns that are driven by dividends and capital growth potential

Global Real Estate Investment Trusts –  Emphasizes REITs with sustainable current income and durable cash flow to help drive capital growth

Materials and Resources