Vote Summary Report Sun Life MFS Global Total Return Fund
Transcript of Vote Summary Report Sun Life MFS Global Total Return Fund
Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Burberry Group Plc
Meeting Date: 07/15/2020
Record Date: 07/13/2020
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G1700D105
Ticker: BRBY
Meeting ID: 1380341
Primary CUSIP: G1700D105 Primary ISIN: GB0031743007 Primary SEDOL: 3174300
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAccept Financial Statements and Statutory Reports
1
Mgmt ForForApprove Remuneration Policy 2
Mgmt ForForApprove Remuneration Report 3
Mgmt ForForRe-elect Dr Gerry Murphy as Director 4
Mgmt ForForRe-elect Marco Gobbetti as Director 5
Mgmt ForForRe-elect Julie Brown as Director 6
Mgmt ForForRe-elect Fabiola Arredondo as Director 7
Mgmt ForForElect Sam Fischer as Director 8
Mgmt ForForRe-elect Ron Frasch as Director 9
Mgmt ForForRe-elect Matthew Key as Director 10
Mgmt ForForElect Debra Lee as Director 11
Mgmt ForForRe-elect Dame Carolyn McCall as Director 12
Mgmt ForForRe-elect Orna NiChionna as Director 13
Mgmt ForForAppoint Ernst & Young LLP as Auditors 14
Mgmt ForForAuthorise the Audit Committee to Fix Remuneration of Auditors
15
Mgmt ForForApprove Burberry Share Plan 16
Mgmt ForForAuthorise EU Political Donations and Expenditure
17
Mgmt ForForAuthorise Issue of Equity 18
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights
19
Mgmt ForForAuthorise Market Purchase of Ordinary Shares 20
Mgmt ForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
21
Page 1 of 16
Sun Life MFS Global Total Return Fund
Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
ENGIE Brasil Energia SA
Meeting Date: 07/17/2020
Record Date:
Country: Brazil
Meeting Type: Special
Primary Security ID: P37625103
Ticker: EGIE3
Meeting ID: 1449672
Primary CUSIP: P37625103 Primary ISIN: BREGIEACNOR9 Primary SEDOL: BD1WX84
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Elect Manoel Eduardo Lima Lopes as Independent Director
Mgmt For For
Mgmt AbstainNoneIn Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below?
2
MgmtAPPLIES ONLY IF CUMULATIVE VOTING IS ADOPTED - If You Vote FOR on Item 2, Votes Will Be Automatically Distributed in Equal % Amongst The Nominees voted FOR below. If You Vote AGST, Contact Your Client Service Rep to Disproportionately Allocate % of Votes
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Manoel Eduardo Lima Lopes as Independent Director
3
Experian Plc
Meeting Date: 07/22/2020
Record Date: 07/20/2020
Country: Jersey
Meeting Type: Annual
Primary Security ID: G32655105
Ticker: EXPN
Meeting ID: 1376982
Primary CUSIP: G32655105 Primary ISIN: GB00B19NLV48 Primary SEDOL: B19NLV4
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt ForForApprove Remuneration Report 2
Mgmt ForForApprove Remuneration Policy 3
Mgmt ForForRe-elect Dr Ruba Borno as Director 4
Mgmt ForForRe-elect Brian Cassin as Director 5
Mgmt ForForRe-elect Caroline Donahue as Director 6
Mgmt ForForRe-elect Luiz Fleury as Director 7
Mgmt ForForRe-elect Deirdre Mahlan as Director 8
Page 2 of 16
Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Experian Plc
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForRe-elect Lloyd Pitchford as Director 9
Mgmt ForForRe-elect Mike Rogers as Director 10
Mgmt ForForRe-elect George Rose as Director 11
Mgmt ForForRe-elect Kerry Williams as Director 12
Mgmt ForForReappoint KPMG LLP as Auditors 13
Mgmt ForForAuthorise Board to Fix Remuneration of Auditors
14
Mgmt ForForAuthorise Issue of Equity 15
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights
16
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
17
Mgmt ForForAuthorise Market Purchase of Ordinary Shares 18
Linde plc
Meeting Date: 07/27/2020
Record Date: 07/25/2020
Country: Ireland
Meeting Type: Annual
Primary Security ID: G5494J103
Ticker: LIN
Meeting ID: 1433212
Primary CUSIP: G5494J103 Primary ISIN: IE00BZ12WP82 Primary SEDOL: BZ12WP8
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Wolfgang H. Reitzle Mgmt For For
Mgmt ForForElect Director Stephen F. Angel 1b
Mgmt ForForElect Director Ann-Kristin Achleitner 1c
Mgmt ForForElect Director Clemens A. H. Borsig 1d
Mgmt ForForElect Director Nance K. Dicciani 1e
Mgmt ForForElect Director Thomas Enders 1f
Mgmt ForForElect Director Franz Fehrenbach 1g
Mgmt ForForElect Director Edward G. Galante 1h
Mgmt ForForElect Director Larry D. McVay 1i
Mgmt ForForElect Director Victoria E. Ossadnik 1j
Page 3 of 16
Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Linde plc
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt AgainstForElect Director Martin H. Richenhagen 1k
Mgmt ForForElect Director Robert L. Wood 1l
Mgmt ForForRatify PricewaterhouseCoopers as Auditors 2a
Mgmt ForForAuthorize Board to Fix Remuneration of Auditors
2b
Mgmt ForForDetermine Price Range for Reissuance of Treasury Shares
3
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
Vodafone Group Plc
Meeting Date: 07/28/2020
Record Date: 07/24/2020
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G93882192
Ticker: VOD
Meeting ID: 1437205
Primary CUSIP: G93882192 Primary ISIN: GB00BH4HKS39 Primary SEDOL: BH4HKS3
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt ForForElect Jean-Francois van Boxmeer as Director 2
Mgmt ForForRe-elect Gerard Kleisterlee as Director 3
Mgmt ForForRe-elect Nick Read as Director 4
Mgmt ForForRe-elect Margherita Della Valle as Director 5
Mgmt ForForRe-elect Sir Crispin Davis as Director 6
Mgmt ForForRe-elect Michel Demare as Director 7
Mgmt ForForRe-elect Dame Clara Furse as Director 8
Mgmt ForForRe-elect Valerie Gooding as Director 9
Mgmt ForForRe-elect Renee James as Director 10
Mgmt ForForRe-elect Maria Amparo Moraleda Martinez as Director
11
Mgmt ForForRe-elect Sanjiv Ahuja as Director 12
Mgmt ForForRe-elect David Thodey as Director 13
Mgmt ForForRe-elect David Nish as Director 14
Page 4 of 16
Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Vodafone Group Plc
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Final Dividend 15
Mgmt ForForApprove Remuneration Policy 16
Mgmt ForForApprove Remuneration Report 17
Mgmt ForForReappoint Ernst & Young LLP as Auditors 18
Mgmt ForForAuthorise the Audit and Risk Committee to Fix Remuneration of Auditors
19
Mgmt ForForAuthorise Issue of Equity 20
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights
21
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
22
Mgmt ForForAuthorise Market Purchase of Ordinary Shares 23
Mgmt ForForAuthorise EU Political Donations and Expenditure
24
Mgmt ForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
25
Mgmt ForForApprove Share Incentive Plan 26
BB Seguridade Participacoes SA
Meeting Date: 07/29/2020
Record Date:
Country: Brazil
Meeting Type: Annual
Primary Security ID: P1R1WJ103
Ticker: BBSE3
Meeting ID: 1392316
Primary CUSIP: P1R1WJ103 Primary ISIN: BRBBSEACNOR5 Primary SEDOL: B9N3SQ0
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2019
Mgmt For For
Mgmt ForForApprove Allocation of Income and Dividends 2
Mgmt ForForElect Mauro Ribeiro Neto as Director 3
Mgmt AbstainNoneIn Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below?
4
Page 5 of 16
Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
BB Seguridade Participacoes SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
MgmtAPPLIES ONLY IF CUMULATIVE VOTING IS ADOPTED - If You Vote FOR on Item 4, Votes Will Be Automatically Distributed in Equal % Amongst The Nominees voted FOR below. If You Vote AGST, Contact Your Client Service Rep to Disproportionately Allocate % of Votes
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Mauro Ribeiro Neto as Director
5
Mgmt ForForElect Lucineia Possar as Fiscal Council Member and Fabiano Macanhan Fontes as Alternate
6.1
Mgmt ForForElect Luis Felipe Vital Nunes Pereira as Fiscal Council Member and Daniel de Araujo e Borges as Alternate
6.2
SH ForForElect Francisco Olinto Velo Schmitt as Fiscal Council Member and Kuno Dietmar Frank as Alternate as Minority Representative Under Majority Fiscal Council Election
6.3
Mgmt ForForApprove Remuneration of Fiscal Council Members
7
Mgmt ForForApprove Remuneration of Company's Management
8
Mgmt ForForApprove Remuneration of Audit Committee Members and Related Party Transactions Committee Members
9
Mgmt ForForRatify Remuneration of Company's Management, Fiscal Council and Audit Committee from April to July 2020
10
McKesson Corporation
Meeting Date: 07/29/2020
Record Date: 06/01/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 58155Q103
Ticker: MCK
Meeting ID: 1450106
Primary CUSIP: 58155Q103 Primary ISIN: US58155Q1031 Primary SEDOL: 2378534
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Dominic J. Caruso Mgmt For For
Mgmt ForForElect Director N. Anthony Coles 1b
Mgmt ForForElect Director M. Christine Jacobs 1c
Mgmt ForForElect Director Donald R. Knauss 1d
Page 6 of 16
Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
McKesson Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Marie L. Knowles 1e
Mgmt ForForElect Director Bradley E. Lerman 1f
Mgmt ForForElect Director Maria Martinez 1g
Mgmt ForForElect Director Edward A. Mueller 1h
Mgmt ForForElect Director Susan R. Salka 1i
Mgmt ForForElect Director Brian S. Tyler 1j
Mgmt ForForElect Director Kenneth E. Washington 1k
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForAgainstProvide Right to Act by Written Consent 4
SH ForAgainstReport on Lobbying Payments and Policy 5
SH AgainstAgainstReport on the Statement on the Purpose of a Corporation
6
Hitachi Ltd.
Meeting Date: 07/30/2020
Record Date: 05/28/2020
Country: Japan
Meeting Type: Annual
Primary Security ID: J20454112
Ticker: 6501
Meeting ID: 1453560
Primary CUSIP: J20454112 Primary ISIN: JP3788600009 Primary SEDOL: 6429104
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Ihara, Katsumi Mgmt For For
Mgmt ForForElect Director Ravi Venkatesan 1.2
Mgmt ForForElect Director Cynthia Carroll 1.3
Mgmt ForForElect Director Joe Harlan 1.4
Mgmt ForForElect Director George Buckley 1.5
Mgmt ForForElect Director Louise Pentland 1.6
Mgmt ForForElect Director Mochizuki, Harufumi 1.7
Mgmt ForForElect Director Yamamoto, Takatoshi 1.8
Mgmt ForForElect Director Yoshihara, Hiroaki 1.9
Page 7 of 16
Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Hitachi Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Helmuth Ludwig 1.10
Mgmt ForForElect Director Seki, Hideaki 1.11
Mgmt ForForElect Director Nakanishi, Hiroaki 1.12
Mgmt ForForElect Director Higashihara, Toshiaki 1.13
Electronic Arts Inc.
Meeting Date: 08/06/2020
Record Date: 06/12/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 285512109
Ticker: EA
Meeting ID: 1450373
Primary CUSIP: 285512109 Primary ISIN: US2855121099 Primary SEDOL: 2310194
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Leonard S. Coleman Mgmt For For
Mgmt AgainstForElect Director Jay C. Hoag 1b
Mgmt ForForElect Director Jeffrey T. Huber 1c
Mgmt ForForElect Director Lawrence F. Probst, III 1d
Mgmt ForForElect Director Talbott Roche 1e
Mgmt ForForElect Director Richard A. Simonson 1f
Mgmt ForForElect Director Luis A. Ubinas 1g
Mgmt ForForElect Director Heidi J. Ueberroth 1h
Mgmt ForForElect Director Andrew Wilson 1i
Mgmt AgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify KPMG LLP as Auditors 3
SH ForAgainstProvide Right to Act by Written Consent 4
adidas AG
Meeting Date: 08/11/2020
Record Date:
Country: Germany
Meeting Type: Annual
Primary Security ID: D0066B185
Ticker: ADS
Meeting ID: 1449246
Primary CUSIP: D0066B185 Primary ISIN: DE000A1EWWW0 Primary SEDOL: 4031976
Page 8 of 16
Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
adidas AG
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Receive Financial Statements and Statutory Reports for Fiscal 2019 (Non-Voting)
Mgmt
Mgmt ForForApprove Allocation of Income and Omission of Dividends
2
Mgmt ForForApprove Discharge of Management Board for Fiscal 2019
3
Mgmt ForForApprove Discharge of Supervisory Board for Fiscal 2019
4
Mgmt ForForAmend Articles Re: Electronic Participation 5
Mgmt ForForElect Christian Klein to the Supervisory Board 6
Mgmt ForForRatify KPMG AG as Auditors for Fiscal 2020 7
The J. M. Smucker Company
Meeting Date: 08/19/2020
Record Date: 06/22/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 832696405
Ticker: SJM
Meeting ID: 1453548
Primary CUSIP: 832696405 Primary ISIN: US8326964058 Primary SEDOL: 2951452
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Susan E. Chapman-Hughes Mgmt For For
Mgmt ForForElect Director Paul J. Dolan 1b
Mgmt ForForElect Director Jay L. Henderson 1c
Mgmt ForForElect Director Kirk L. Perry 1d
Mgmt ForForElect Director Sandra Pianalto 1e
Mgmt ForForElect Director Nancy Lopez Russell 1f
Mgmt ForForElect Director Alex Shumate 1g
Mgmt ForForElect Director Mark T. Smucker 1h
Mgmt ForForElect Director Richard K. Smucker 1i
Mgmt ForForElect Director Timothy P. Smucker 1j
Mgmt ForForElect Director Jodi L. Taylor 1k
Page 9 of 16
Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
The J. M. Smucker Company
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Dawn C. Willoughby 1l
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForApprove Omnibus Stock Plan 4
Aon Plc
Meeting Date: 08/26/2020
Record Date: 06/30/2020
Country: Ireland
Meeting Type: Special
Primary Security ID: G0403H108
Ticker: AON
Meeting ID: 1455126
Primary CUSIP: G0403H108 Primary ISIN: IE00BLP1HW54 Primary SEDOL: BLP1HW5
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve the Issuance of the Aggregate Scheme Consideration
Mgmt For For
Mgmt ForForAdjourn Meeting 2
Compagnie Financiere Richemont SA
Meeting Date: 09/09/2020
Record Date:
Country: Switzerland
Meeting Type: Annual
Primary Security ID: H25662182
Ticker: CFR
Meeting ID: 1384589
Primary CUSIP: H25662182 Primary ISIN: CH0210483332 Primary SEDOL: BCRWZ18
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt ForForApprove Allocation of Income and Dividends of CHF 1.00 per Registered A Share and CHF 0.10 per Registered B Share
2
Mgmt ForForApprove Creation of CHF 24.2 Million Pool of Conditional Capital to Cover Exercise of Warrants
3
Mgmt ForForApprove Discharge of Board and Senior Management
4
Page 10 of 16
Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Compagnie Financiere Richemont SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt AgainstForReelect Johann Rupert as Director and Board Chairman
5.1
Mgmt AgainstForReelect Josua Malherbe as Director 5.2
Mgmt AgainstForReelect Nikesh Arora as Director 5.3
Mgmt AgainstForReelect Nicolas Bos as Director 5.4
Mgmt ForForReelect Clay Brendish as Director 5.5
Mgmt AgainstForReelect Jean-Blaise Eckert as Director 5.6
Mgmt AgainstForReelect Burkhart Grund as Director 5.7
Mgmt ForForReelect Keyu Jin as Director 5.8
Mgmt AgainstForReelect Jerome Lambert as Director 5.9
Mgmt AgainstForReelect Ruggero Magnoni as Director 5.10
Mgmt ForForReelect Jeff Moss as Director 5.11
Mgmt ForForReelect Vesna Nevistic as Director 5.12
Mgmt ForForReelect Guillaume Pictet as Director 5.13
Mgmt ForForReelect Alan Quasha as Director 5.14
Mgmt ForForReelect Maria Ramos as Director 5.15
Mgmt AgainstForReelect Anton Rupert as Director 5.16
Mgmt AgainstForReelect Jan Rupert as Director 5.17
Mgmt AgainstForReelect Gary Saage as Director 5.18
Mgmt AgainstForReelect Cyrille Vigneron as Director 5.19
Mgmt ForForElect Wendy Luhabe as Director 5.20
Mgmt ForForReappoint Clay Brendish as Member of the Compensation Committee
6.1
Mgmt ForForReappoint Keyu Jin as Member of the Compensation Committee
6.2
Mgmt ForForReappoint Guillaume Pictet as Member of the Compensation Committee
6.3
Mgmt ForForReappoint Maria Ramos as Member of the Compensation Committee
6.4
Mgmt ForForRatify PricewaterhouseCoopers SA as Auditors 7
Mgmt ForForDesignate Etude Gampert Demierre Moreno as Independent Proxy
8
Mgmt ForForApprove Remuneration of Directors in the Amount of CHF 6.7 Million
9.1
Page 11 of 16
Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Compagnie Financiere Richemont SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Fixed Remuneration of Executive Committee in the Amount of CHF 15.8 Million
9.2
Mgmt AbstainForApprove Variable Remuneration of Executive Committee in the Amount of CHF 38.3 Million
9.3
Mgmt AgainstForTransact Other Business (Voting) 10
Royal KPN NV
Meeting Date: 09/10/2020
Record Date: 08/13/2020
Country: Netherlands
Meeting Type: Special
Primary Security ID: N4297B146
Ticker: KPN
Meeting ID: 1459342
Primary CUSIP: N4297B146 Primary ISIN: NL0000009082 Primary SEDOL: 5956078
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Special Meeting Agenda Mgmt
MgmtOpen Meeting 1
MgmtOpportunity to Make Recommendations for the Appointment of a Member of the Supervisory Board
2
Mgmt ForForElect Alejandro Douglass Plater to Supervisory Board
3
MgmtClose Meeting 4
General Mills, Inc.
Meeting Date: 09/22/2020
Record Date: 07/24/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 370334104
Ticker: GIS
Meeting ID: 1461458
Primary CUSIP: 370334104 Primary ISIN: US3703341046 Primary SEDOL: 2367026
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director R. Kerry Clark Mgmt For For
Mgmt ForForElect Director David M. Cordani 1b
Mgmt ForForElect Director Roger W. Ferguson, Jr. 1c
Page 12 of 16
Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
General Mills, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Jeffrey L. Harmening 1d
Mgmt ForForElect Director Maria G. Henry 1e
Mgmt ForForElect Director Jo Ann Jenkins 1f
Mgmt ForForElect Director Elizabeth C. Lempres 1g
Mgmt ForForElect Director Diane L. Neal 1h
Mgmt ForForElect Director Steve Odland 1i
Mgmt ForForElect Director Maria A. Sastre 1j
Mgmt ForForElect Director Eric D. Sprunk 1k
Mgmt ForForElect Director Jorge A. Uribe 1l
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify KPMG LLP as Auditors 3
China Shenhua Energy Company Limited
Meeting Date: 09/25/2020
Record Date: 09/21/2020
Country: China
Meeting Type: Special
Primary Security ID: Y1504C113
Ticker: 1088
Meeting ID: 1469486
Primary CUSIP: Y1504C113 Primary ISIN: CNE1000002R0 Primary SEDOL: B09N7M0
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
Mgmt ForForApprove General Mandate to Repurchase H Shares and Related Transactions
1
China Shenhua Energy Company Limited
Meeting Date: 09/25/2020
Record Date: 09/21/2020
Country: China
Meeting Type: Special
Primary Security ID: Y1504C113
Ticker: 1088
Meeting ID: 1469507
Primary CUSIP: Y1504C113 Primary ISIN: CNE1000002R0 Primary SEDOL: B09N7M0
Page 13 of 16
Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
China Shenhua Energy Company Limited
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
CLASS MEETING FOR HOLDERS OF H SHARES Mgmt
Mgmt ForForApprove General Mandate to Repurchase H Shares and Related Transactions
1
China Petroleum & Chemical Corporation
Meeting Date: 09/28/2020
Record Date: 08/28/2020
Country: China
Meeting Type: Special
Primary Security ID: Y15010104
Ticker: 386
Meeting ID: 1462105
Primary CUSIP: Y15010104 Primary ISIN: CNE1000002Q2 Primary SEDOL: 6291819
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
Mgmt ForForApprove Disposal of Assets and External Investment
1
SH ForForApprove Special Interim Dividend Distribution Plan for 2020
2
SH ForForElect Zhang Shaofeng as Director 3
Diageo Plc
Meeting Date: 09/28/2020
Record Date: 09/24/2020
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G42089113
Ticker: DGE
Meeting ID: 1392011
Primary CUSIP: G42089113 Primary ISIN: GB0002374006 Primary SEDOL: 0237400
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt ForForApprove Remuneration Report 2
Mgmt ForForApprove Remuneration Policy 3
Mgmt ForForApprove Final Dividend 4
Page 14 of 16
Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Diageo Plc
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Melissa Bethell as Director 5
Mgmt ForForRe-elect Javier Ferran as Director 6
Mgmt ForForRe-elect Susan Kilsby as Director 7
Mgmt ForForRe-elect Lady Mendelsohn as Director 8
Mgmt ForForRe-elect Ivan Menezes as Director 9
Mgmt ForForRe-elect Kathryn Mikells as Director 10
Mgmt ForForRe-elect Alan Stewart as Director 11
Mgmt ForForReappoint PricewaterhouseCoopers LLP as Auditors
12
Mgmt ForForAuthorise the Audit Committee to Fix Remuneration of Auditors
13
Mgmt ForForAuthorise EU Political Donations and Expenditure
14
Mgmt ForForAuthorise Issue of Equity 15
Mgmt ForForAmend Diageo 2001 Share Incentive Plan 16
Mgmt ForForApprove Diageo 2020 Sharesave Plan 17
Mgmt ForForApprove Diageo Deferred Bonus Share Plan 18
Mgmt ForForAuthorise the Company to Establish International Share Plans
19
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights
20
Mgmt ForForAuthorise Market Purchase of Ordinary Shares 21
Mgmt ForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
22
Mgmt ForForAdopt New Articles of Association 23
Mgmt ForForAuthorise 2019 Share Buy-backs and Employee Benefit and Share Ownership Trust Transactions
24
Mobile TeleSystems PJSC
Meeting Date: 09/30/2020
Record Date: 08/28/2020
Country: Russia
Meeting Type: Special
Primary Security ID: X5430T109
Ticker: MTSS
Meeting ID: 1465814
Primary CUSIP: X5430T109 Primary ISIN: RU0007775219 Primary SEDOL: B59FPS3
Page 15 of 16
Vote Summary Report
Date range covered: 07/01/2020 to 09/30/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Mobile TeleSystems PJSC
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForApprove Interim Dividends of RUB 8.93 per Share for First Six Months of Fiscal 2020
1
Mgmt ForForApprove Company's Membership in Open Network Technologies
2
Mgmt ForForApprove New Edition of Regulations on Board of Directors
3
Mgmt ForForApprove New Edition of Regulations on Management
4
Page 16 of 16
Vote Summary Report
Date range covered: 10/01/2020 to 12/31/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Analog Devices, Inc.
Meeting Date: 10/08/2020
Record Date: 08/31/2020
Country: USA
Meeting Type: Special
Primary Security ID: 032654105
Ticker: ADI
Meeting ID: 1468503
Primary CUSIP: 032654105 Primary ISIN: US0326541051 Primary SEDOL: 2032067
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForIssue Shares in Connection with Acquisition 1
Mgmt ForForAdjourn Meeting 2
Tabcorp Holdings Limited
Meeting Date: 10/20/2020
Record Date: 10/18/2020
Country: Australia
Meeting Type: Annual
Primary Security ID: Q8815D101
Ticker: TAH
Meeting ID: 1471448
Primary CUSIP: Q8815D101 Primary ISIN: AU000000TAH8 Primary SEDOL: 6873262
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
2a Elect Bruce Akhurst as Director Mgmt For For
Mgmt ForForElect Anne Brennan as Director 2b
Mgmt ForForElect David Gallop as Director 2c
Mgmt ForForApprove Remuneration Report 3
Mgmt AgainstForApprove Grant of Performance Rights to David Attenborough
4
Amcor plc
Meeting Date: 11/04/2020
Record Date: 09/14/2020
Country: Jersey
Meeting Type: Annual
Primary Security ID: G0250X107
Ticker: AMCR
Meeting ID: 1472920
Primary CUSIP: G0250X107 Primary ISIN: JE00BJ1F3079 Primary SEDOL: BJ1F307
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Graeme Liebelt Mgmt For For
Page 1 of 9
Vote Summary Report
Date range covered: 10/01/2020 to 12/31/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Amcor plc
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Armin Meyer 1b
Mgmt ForForElect Director Ronald Delia 1c
Mgmt ForForElect Director Andrea Bertone 1d
Mgmt ForForElect Director Karen Guerra 1e
Mgmt ForForElect Director Nicholas (Tom) Long 1f
Mgmt ForForElect Director Arun Nayar 1g
Mgmt ForForElect Director Jeremy Sutcliffe 1h
Mgmt ForForElect Director David Szczupak 1i
Mgmt ForForElect Director Philip Weaver 1j
Mgmt ForForRatify PricewaterhouseCoopers AG as Auditors
2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Fortescue Metals Group Ltd.
Meeting Date: 11/11/2020
Record Date: 11/09/2020
Country: Australia
Meeting Type: Annual
Primary Security ID: Q39360104
Ticker: FMG
Meeting ID: 1463881
Primary CUSIP: Q39360104 Primary ISIN: AU000000FMG4 Primary SEDOL: 6086253
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Remuneration Report Mgmt For For
Mgmt ForForElect Andrew Forrest as Director 2
Mgmt ForForElect Mark Barnaba as Director 3
Mgmt ForForElect Penny Bingham-Hall as Director 4
Mgmt ForForElect Jennifer Morris as Director 5
Mgmt AgainstForApprove Grant of Performance Rights to Elizabeth Gaines
6
Mgmt ForForApprove Renewal of Proportional Takeover Approval Provisions
7
Page 2 of 9
Vote Summary Report
Date range covered: 10/01/2020 to 12/31/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
China Construction Bank Corporation
Meeting Date: 11/12/2020
Record Date: 10/12/2020
Country: China
Meeting Type: Special
Primary Security ID: Y1397N101
Ticker: 939
Meeting ID: 1473461
Primary CUSIP: Y1397N101 Primary ISIN: CNE1000002H1 Primary SEDOL: B0LMTQ3
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
Mgmt ForForElect Lyu Jiajin as Director 1
Mgmt ForForElect Shao Min as Director 2
Mgmt ForForElect Liu Fang as Director 3
Mgmt ForForElect William (Bill) Coen as Director 4
Mgmt ForForApprove Remuneration Distribution and Settlement Plan for Directors
5
Mgmt ForForApprove Remuneration Distribution and Settlement Plan for Supervisors
6
Mgmt ForForApprove Issuance of Qualified Write-Down Tier 2 Capital Instruments
7
Compagnie Financiere Richemont SA
Meeting Date: 11/17/2020
Record Date:
Country: Switzerland
Meeting Type: Special
Primary Security ID: H25662182
Ticker: CFR
Meeting ID: 1479513
Primary CUSIP: H25662182 Primary ISIN: CH0210483332 Primary SEDOL: BCRWZ18
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Creation of CHF 24.2 Million Pool of Conditional Capital to Cover Exercise of Warrants
Mgmt For For
Mgmt AgainstForTransact Other Business (Voting) 2
UBS Group AG
Meeting Date: 11/19/2020
Record Date:
Country: Switzerland
Meeting Type: Special
Primary Security ID: H42097107
Ticker: UBSG
Meeting ID: 1459623
Primary CUSIP: H42097107 Primary ISIN: CH0244767585 Primary SEDOL: BRJL176
Page 3 of 9
Vote Summary Report
Date range covered: 10/01/2020 to 12/31/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
UBS Group AG
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Extraordinary Dividend of USD 0.365 per Share
Mgmt For For
Mgmt AgainstForTransact Other Business (Voting) 2
CNOOC Limited
Meeting Date: 11/20/2020
Record Date: 11/13/2020
Country: Hong Kong
Meeting Type: Special
Primary Security ID: Y1662W117
Ticker: 883
Meeting ID: 1478731
Primary CUSIP: Y1662W117 Primary ISIN: HK0883013259 Primary SEDOL: B00G0S5
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Supplemental Agreement and Amendments to the Existing Non-Compete Undertaking and Related Transactions
Mgmt For For
Pernod Ricard SA
Meeting Date: 11/27/2020
Record Date: 11/25/2020
Country: France
Meeting Type: Annual/Special
Primary Security ID: F72027109
Ticker: RI
Meeting ID: 1478935
Primary CUSIP: F72027109 Primary ISIN: FR0000120693 Primary SEDOL: 4682329
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Extraordinary Business Mgmt
Mgmt ForForAmend Articles 35 and 36 of Bylaws Re: AGM and EGM Majority Votes
1
MgmtOrdinary Business
Mgmt ForForApprove Financial Statements and Statutory Reports
2
Mgmt ForForApprove Consolidated Financial Statements and Statutory Reports
3
Page 4 of 9
Vote Summary Report
Date range covered: 10/01/2020 to 12/31/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Pernod Ricard SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Allocation of Income and Dividends of EUR 2.66 per Share
4
Mgmt ForForReelect Alexandre Ricard as Director 5
Mgmt ForForReelect Cesar Giron as Director 6
Mgmt ForForReelect Wolfgang Colberg as Director 7
Mgmt ForForElect Virginie Fauvel as Director 8
Mgmt ForForApprove Remuneration of Directors in the Aggregate Amount of EUR 1.25 Million
9
Mgmt ForForApprove Compensation of Alexandre Ricard, Chairman and CEO
10
Mgmt ForForApprove Compensation of Corporate Officers 11
Mgmt ForForApprove Remuneration Policy for Alexandre Ricard, Chairman and CEO
12
Mgmt ForForApprove Remuneration Policy of Corporate Officers
13
Mgmt ForForApprove Auditors' Special Report on Related-Party Transactions Mentioning the Absence of New Transactions
14
Mgmt ForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
15
Mgmt ForForChange Location of Registered Office to 5, Cours Paul Ricard, 75008 Paris and Amend Article 4 of Bylaws Accordingly
16
MgmtExtraordinary Business
Mgmt ForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
17
Mgmt ForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of the Group's Subsidiaries
18
Mgmt ForForAmend Article 21 of Bylaws Re: Board Members Deliberation via Written Consultation
19
Mgmt ForForAmend Bylaws to Comply with Legal Changes 20
Mgmt ForForAuthorize Filing of Required Documents/Other Formalities
21
Page 5 of 9
Vote Summary Report
Date range covered: 10/01/2020 to 12/31/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Microsoft Corporation
Meeting Date: 12/02/2020
Record Date: 10/08/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 594918104
Ticker: MSFT
Meeting ID: 1479998
Primary CUSIP: 594918104 Primary ISIN: US5949181045 Primary SEDOL: 2588173
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Reid G. Hoffman Mgmt For For
Mgmt ForForElect Director Hugh F. Johnston 1.2
Mgmt ForForElect Director Teri L. List-Stoll 1.3
Mgmt ForForElect Director Satya Nadella 1.4
Mgmt ForForElect Director Sandra E. Peterson 1.5
Mgmt ForForElect Director Penny S. Pritzker 1.6
Mgmt ForForElect Director Charles W. Scharf 1.7
Mgmt ForForElect Director Arne M. Sorenson 1.8
Mgmt ForForElect Director John W. Stanton 1.9
Mgmt ForForElect Director John W. Thompson 1.10
Mgmt ForForElect Director Emma N. Walmsley 1.11
Mgmt ForForElect Director Padmasree Warrior 1.12
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 3
SH AgainstAgainstReport on Employee Representation on the Board of Directors
4
Oil Co. LUKOIL PJSC
Meeting Date: 12/03/2020
Record Date: 11/09/2020
Country: Russia
Meeting Type: Special
Primary Security ID: X6983S100
Ticker: LKOH
Meeting ID: 1481448
Primary CUSIP: X6983S100 Primary ISIN: RU0009024277 Primary SEDOL: B59SNS8
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Meeting for ADR/GDR Holders Mgmt
Page 6 of 9
Vote Summary Report
Date range covered: 10/01/2020 to 12/31/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Oil Co. LUKOIL PJSC
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Interim Dividends of RUB 46 per Share for First Nine Months of Fiscal 2020
1
Mgmt ForForApprove Remuneration of Directors 2
Hellenic Telecommunications Organization SA
Meeting Date: 12/04/2020
Record Date: 11/27/2020
Country: Greece
Meeting Type: Special
Primary Security ID: X3258B102
Ticker: HTO
Meeting ID: 1486194
Primary CUSIP: X3258B102 Primary ISIN: GRS260333000 Primary SEDOL: 5051605
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Special Meeting Agenda Mgmt
Mgmt AbstainForApprove Draft Demergers Agreement 1
Mgmt ForForApprove Cancellation of Repurchased Shares 2
Mgmt ForForApprove Confidentiality Agreement with Ernst & Young
3
Mgmt ForForAuthorize Board to Participate in Companies with Similar Business Interests
4
MgmtElect Director: Items 5.1-5.3: Please Vote FOR Only One Director; Otherwise Please ABSTAIN
Mgmt ForForElect Dimitrios Georgoutsos as Director 5.1
SH AbstainAgainstElect a Shareholder-Nominee to the Board 5.2
SH AbstainAgainstElect a Shareholder-Nominee to the Board 5.3
MgmtAnnounce Election of Director 6
MgmtVarious Announcements 7
MMC Norilsk Nickel PJSC
Meeting Date: 12/10/2020
Record Date: 11/16/2020
Country: Russia
Meeting Type: Special
Primary Security ID: X5424N118
Ticker: GMKN
Meeting ID: 1486378
Primary CUSIP: X5424N118 Primary ISIN: RU0007288411 Primary SEDOL: B5B1TX2
Page 7 of 9
Vote Summary Report
Date range covered: 10/01/2020 to 12/31/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
MMC Norilsk Nickel PJSC
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForApprove Interim Dividends of RUB 623.35 per Share for First Nine Months of Fiscal 2020
1
Medtronic plc
Meeting Date: 12/11/2020
Record Date: 10/15/2020
Country: Ireland
Meeting Type: Annual
Primary Security ID: G5960L103
Ticker: MDT
Meeting ID: 1462622
Primary CUSIP: G5960L103 Primary ISIN: IE00BTN1Y115 Primary SEDOL: BTN1Y11
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Richard H. Anderson Mgmt For For
Mgmt ForForElect Director Craig Arnold 1b
Mgmt ForForElect Director Scott C. Donnelly 1c
Mgmt ForForElect Director Andrea J. Goldsmith 1d
Mgmt ForForElect Director Randall J. Hogan, III 1e
Mgmt ForForElect Director Michael O. Leavitt 1f
Mgmt ForForElect Director James T. Lenehan 1g
Mgmt ForForElect Director Kevin E. Lofton 1h
Mgmt ForForElect Director Geoffrey S. Martha 1i
Mgmt ForForElect Director Elizabeth G. Nabel 1j
Mgmt ForForElect Director Denise M. O'Leary 1k
Mgmt ForForElect Director Kendall J. Powell 1l
Mgmt ForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForRenew the Board's Authority to Issue Shares Under Irish Law
4
Page 8 of 9
Vote Summary Report
Date range covered: 10/01/2020 to 12/31/2020
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Medtronic plc
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForRenew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights Under Irish Law
5
Mgmt ForForAuthorize Overseas Market Purchases of Ordinary Shares
6
CPI PROPERTY GROUP
Meeting Date: 12/18/2020
Record Date:
Country: Luxembourg
Meeting Type: Bondholder
Primary Security ID: L4R8A2198
Ticker: O5G
Meeting ID: 1488973
Primary CUSIP: L4R8A2198 Primary ISIN: LU0251710041 Primary SEDOL: B15DYG4
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Meeting for Holders of Bonds with ISIN XS2106589471
Mgmt
Mgmt Do Not Vote
ForApprove Extraordinary Resolution as per Meeting Notice
1
CPI PROPERTY GROUP
Meeting Date: 12/18/2020
Record Date:
Country: Luxembourg
Meeting Type: Bondholder
Primary Security ID: L4R8A2198
Ticker: O5G
Meeting ID: 1488974
Primary CUSIP: L4R8A2198 Primary ISIN: LU0251710041 Primary SEDOL: B15DYG4
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Meeting for Holders of Bonds with ISIN XS2171875839
Mgmt
Mgmt Do Not Vote
ForApprove Extraordinary Resolution as per Meeting Notice
1
Page 9 of 9
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
BIM Birlesik Magazalar AS
Meeting Date: 01/06/2021
Record Date:
Country: Turkey
Meeting Type: Special
Primary Security ID: M2014F102
Ticker: BIMAS
Meeting ID: 1492445
Primary CUSIP: M2014F102 Primary ISIN: TREBIMM00018 Primary SEDOL: B0D0006
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
MgmtSpecial Meeting Agenda
Mgmt ForForOpen Meeting, Elect Presiding Council of Meeting and Authorize Presiding Council to Sign Meeting Minutes
1
Mgmt ForForApprove Special Dividend 2
MgmtReceive Information on Share Repurchase Program
3
MgmtWishes and Close Meeting 4
ConocoPhillips
Meeting Date: 01/15/2021
Record Date: 12/11/2020
Country: USA
Meeting Type: Special
Primary Security ID: 20825C104
Ticker: COP
Meeting ID: 1492867
Primary CUSIP: 20825C104 Primary ISIN: US20825C1045 Primary SEDOL: 2685717
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Issue Shares in Connection with Merger Mgmt For For
D.R. Horton, Inc.
Meeting Date: 01/20/2021
Record Date: 11/30/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 23331A109
Ticker: DHI
Meeting ID: 1494895
Primary CUSIP: 23331A109 Primary ISIN: US23331A1097 Primary SEDOL: 2250687
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Donald R. Horton Mgmt For For
Page 1 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
D.R. Horton, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Barbara K. Allen 1b
Mgmt ForForElect Director Brad S. Anderson 1c
Mgmt ForForElect Director Michael R. Buchanan 1d
Mgmt ForForElect Director Michael W. Hewatt 1e
Mgmt ForForElect Director Maribess L. Miller 1f
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
Becton, Dickinson and Company
Meeting Date: 01/26/2021
Record Date: 12/07/2020
Country: USA
Meeting Type: Annual
Primary Security ID: 075887109
Ticker: BDX
Meeting ID: 1493690
Primary CUSIP: 075887109 Primary ISIN: US0758871091 Primary SEDOL: 2087807
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Catherine M. Burzik Mgmt For For
Mgmt ForForElect Director R. Andrew Eckert 1b
Mgmt ForForElect Director Vincent A. Forlenza 1c
Mgmt ForForElect Director Claire M. Fraser 1d
Mgmt ForForElect Director Jeffrey W. Henderson 1e
Mgmt ForForElect Director Christopher Jones 1f
Mgmt ForForElect Director Marshall O. Larsen 1g
Mgmt ForForElect Director David F. Melcher 1h
Mgmt ForForElect Director Thomas E. Polen 1i
Mgmt ForForElect Director Claire Pomeroy 1j
Mgmt ForForElect Director Rebecca W. Rimel 1k
Mgmt ForForElect Director Timothy M. Ring 1l
Mgmt ForForElect Director Bertram L. Scott 1m
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Page 2 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Becton, Dickinson and Company
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
4
CGI Inc.
Meeting Date: 01/27/2021
Record Date: 12/07/2020
Country: Canada
Meeting Type: Annual
Primary Security ID: 12532H104
Ticker: GIB.A
Meeting ID: 1485854
Primary CUSIP: 12532H104 Primary ISIN: CA12532H1047 Primary SEDOL: BJ2L575
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Meeting for Class A Subordinate Voting and Class B Shareholders
Mgmt
Mgmt ForForElect Director Alain Bouchard 1A
Mgmt ForForElect Director George A. Cope 1B
Mgmt ForForElect Director Paule Dore 1C
Mgmt ForForElect Director Julie Godin 1D
Mgmt ForForElect Director Serge Godin 1E
Mgmt ForForElect Director Timothy J. Hearn 1F
Mgmt ForForElect Director Andre Imbeau 1G
Mgmt ForForElect Director Gilles Labbe 1H
Mgmt ForForElect Director Michael B. Pedersen 1I
Mgmt ForForElect Director Stephen S. Poloz 1J
Mgmt ForForElect Director Mary Powell 1K
Mgmt ForForElect Director Alison C. Reed 1L
Mgmt ForForElect Director Michael E. Roach 1M
Mgmt ForForElect Director George D. Schindler 1N
Mgmt ForForElect Director Kathy N. Waller 1O
Mgmt ForForElect Director Joakim Westh 1P
Page 3 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
CGI Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize the Audit and Risk Management Committee to Fix Their Remuneration
2
Mgmt ForForAmend By-Law 1986-5 Re: Shareholder Meetings Through Virtual Means
3
Accenture plc
Meeting Date: 02/03/2021
Record Date: 12/07/2020
Country: Ireland
Meeting Type: Annual
Primary Security ID: G1151C101
Ticker: ACN
Meeting ID: 1492521
Primary CUSIP: G1151C101 Primary ISIN: IE00B4BNMY34 Primary SEDOL: B4BNMY3
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Jaime Ardila Mgmt For For
Mgmt ForForElect Director Herbert Hainer 1b
Mgmt ForForElect Director Nancy McKinstry 1c
Mgmt ForForElect Director Beth E. Mooney 1d
Mgmt ForForElect Director Gilles C. Pelisson 1e
Mgmt ForForElect Director Paula A. Price 1f
Mgmt ForForElect Director Venkata (Murthy) Renduchintala
1g
Mgmt ForForElect Director David Rowland 1h
Mgmt ForForElect Director Arun Sarin 1i
Mgmt ForForElect Director Julie Sweet 1j
Mgmt ForForElect Director Frank K. Tang 1k
Mgmt ForForElect Director Tracey T. Travis 1l
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForApprove KPMG LLP as Auditors and Authorize Board to Fix Their Remuneration
3
Mgmt ForForRenew the Board's Authority to Issue Shares Under Irish Law
4
Mgmt ForForAuthorize Board to Opt-Out of Statutory Pre-Emption Rights
5
Page 4 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Accenture plc
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForDetermine Price Range for Reissuance of Treasury Shares
6
Imperial Brands Plc
Meeting Date: 02/03/2021
Record Date: 02/01/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G4720C107
Ticker: IMB
Meeting ID: 1494718
Primary CUSIP: G4720C107 Primary ISIN: GB0004544929 Primary SEDOL: 0454492
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt AgainstForApprove Remuneration Report 2
Mgmt ForForApprove Remuneration Policy 3
Mgmt ForForApprove International Sharesave Plan 4
Mgmt ForForApprove Long Term Incentive Plan 5
Mgmt ForForApprove Deferred Share Bonus Plan 6
Mgmt ForForApprove Final Dividend 7
Mgmt ForForElect Stefan Bomhard as Director 8
Mgmt ForForRe-elect Susan Clark as Director 9
Mgmt ForForRe-elect Therese Esperdy as Director 10
Mgmt ForForElect Alan Johnson as Director 11
Mgmt ForForElect Robert Kunze-Concewitz as Director 12
Mgmt ForForRe-elect Simon Langelier as Director 13
Mgmt ForForElect Pierre-Jean Sivignon as Director 14
Mgmt ForForRe-elect Steven Stanbrook as Director 15
Mgmt ForForRe-elect Jonathan Stanton as Director 16
Mgmt ForForRe-elect Oliver Tant as Director 17
Mgmt ForForReappoint Ernst & Young LLP as Auditors 18
Mgmt ForForAuthorise the Audit Committee to Fix Remuneration of Auditors
19
Page 5 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Imperial Brands Plc
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAuthorise EU Political Donations and Expenditure
20
Mgmt ForForAuthorise Issue of Equity 21
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights
22
Mgmt ForForAuthorise Market Purchase of Ordinary Shares 23
Mgmt ForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
24
Compass Group Plc
Meeting Date: 02/04/2021
Record Date: 02/02/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G23296208
Ticker: CPG
Meeting ID: 1488203
Primary CUSIP: G23296208 Primary ISIN: GB00BD6K4575 Primary SEDOL: BD6K457
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt ForForApprove Remuneration Policy 2
Mgmt ForForApprove Remuneration Report 3
Mgmt ForForElect Ian Meakins as Director 4
Mgmt ForForRe-elect Dominic Blakemore as Director 5
Mgmt ForForRe-elect Gary Green as Director 6
Mgmt ForForRe-elect Karen Witts as Director 7
Mgmt ForForRe-elect Carol Arrowsmith as Director 8
Mgmt ForForRe-elect John Bason as Director 9
Mgmt ForForRe-elect Stefan Bomhard as Director 10
Mgmt ForForRe-elect John Bryant as Director 11
Mgmt ForForRe-elect Anne-Francoise Nesmes as Director 12
Mgmt ForForRe-elect Nelson Silva as Director 13
Mgmt ForForRe-elect Ireena Vittal as Director 14
Mgmt ForForReappoint KPMG LLP as Auditors 15
Page 6 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Compass Group Plc
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAuthorise the Audit Committee to Fix Remuneration of Auditors
16
Mgmt ForForAuthorise EU Political Donations and Expenditure
17
Mgmt ForForAuthorise Issue of Equity 18
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights
19
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
20
Mgmt ForForAuthorise Market Purchase of Ordinary Shares 21
Mgmt ForForAdopt New Articles of Association 22
Mgmt ForForAuthorise the Company to Call General Meeting with 14 Working Days' Notice
23
Tesco Plc
Meeting Date: 02/11/2021
Record Date: 02/09/2021
Country: United Kingdom
Meeting Type: Special
Primary Security ID: G87621101
Ticker: TSCO
Meeting ID: 1492101
Primary CUSIP: G87621101 Primary ISIN: GB0008847096 Primary SEDOL: 0884709
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Special Dividend Mgmt For For
Mgmt ForForApprove Share Consolidation 2
Mgmt ForForAuthorise Issue of Equity 3
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights
4
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
5
Mgmt ForForAuthorise Market Purchase of Ordinary Shares 6
Page 7 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Mobile TeleSystems PJSC
Meeting Date: 02/15/2021
Record Date: 01/11/2021
Country: Russia
Meeting Type: Special
Primary Security ID: X5430T109
Ticker: MTSS
Meeting ID: 1497316
Primary CUSIP: X5430T109 Primary ISIN: RU0007775219 Primary SEDOL: B59FPS3
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForApprove Reorganization via Acquisition of OOO Stv
1.1
Mgmt ForForApprove Reorganization via Acquisition of OOO Stream
1.2
Mgmt ForForApprove Reorganization via Acquisition of OOO Oblachnyi Riteil
1.3
Mgmt ForForApprove Reorganization via Acquisition of OOO Oblachnyi Riteil Plius
1.4
Mgmt ForForApprove Reorganization via Acquisition of OOO MKS Balashikha
1.5
Mgmt ForForApprove Reorganization via Acquisition of AO NPO Progtekh
1.6
Mgmt ForForAmend Charter in Connection with Reorganization Proposed under Item 1.1
2.1
Mgmt ForForAmend Charter in Connection with Reorganization Proposed under Item 1.2
2.2
Mgmt ForForAmend Charter in Connection with Reorganization Proposed under Item 1.3
2.3
Mgmt ForForAmend Charter in Connection with Reorganization Proposed under Item 1.4
2.4
Mgmt ForForAmend Charter in Connection with Reorganization Proposed under Item 1.5
2.5
Mgmt ForForAmend Charter in Connection with Reorganization Proposed under Item 1.6
2.6
Mgmt ForForApprove Company's Membership in StroySvyazTelecom
3.1
Mgmt ForForApprove Company's Membership in ProektSvyazTelecom
3.2
Mgmt ForForApprove New Edition of Regulations on Board of Directors
4
Mgmt ForForApprove New Edition of Regulations on Management
5
Mgmt ForForApprove New Edition of Regulations on CEO 6
Mgmt ForForApprove New Edition of Regulations on Audit Commission
7
Page 8 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Zhengzhou Yutong Bus Co., Ltd.
Meeting Date: 02/26/2021
Record Date: 02/19/2021
Country: China
Meeting Type: Special
Primary Security ID: Y98913109
Ticker: 600066
Meeting ID: 1502733
Primary CUSIP: Y98913109 Primary ISIN: CNE000000PY4 Primary SEDOL: 6990718
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Draft and Summary of Performance Shares Incentive Plan
Mgmt For For
Mgmt ForForApprove Methods to Assess the Performance of Plan Participants
2
Mgmt ForForApprove Authorization of the Board to Handle All Related Matters
3
Novartis AG
Meeting Date: 03/02/2021
Record Date:
Country: Switzerland
Meeting Type: Annual
Primary Security ID: H5820Q150
Ticker: NOVN
Meeting ID: 1490225
Primary CUSIP: H5820Q150 Primary ISIN: CH0012005267 Primary SEDOL: 7103065
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt ForForApprove Discharge of Board and Senior Management
2
Mgmt ForForApprove Allocation of Income and Dividends of CHF 3.00 per Share
3
Mgmt ForForApprove CHF 16.3 Million Reduction in Share Capital via Cancellation of Repurchased Shares
4
Mgmt ForForAuthorize Repurchase of up to CHF 10 Billion in Issued Share Capital
5
Mgmt ForForApprove Remuneration of Directors in the Amount of CHF 8.6 Million
6.1
Mgmt ForForApprove Maximum Remuneration of Executive Committee in the Amount of CHF 91 Million
6.2
Mgmt ForForApprove Remuneration Report 6.3
Mgmt ForForReelect Joerg Reinhardt as Director and Board Chairman
7.1
Page 9 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Novartis AG
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForReelect Nancy Andrews as Director 7.2
Mgmt ForForReelect Ton Buechner as Director 7.3
Mgmt ForForReelect Patrice Bula as Director 7.4
Mgmt ForForReelect Elizabeth Doherty as Director 7.5
Mgmt ForForReelect Ann Fudge as Director 7.6
Mgmt ForForReelect Bridgette Heller as Director 7.7
Mgmt ForForReelect Frans van Houten as Director 7.8
Mgmt ForForReelect Simon Moroney as Director 7.9
Mgmt ForForReelect Andreas von Planta as Director 7.10
Mgmt ForForReelect Charles Sawyers as Director 7.11
Mgmt ForForElect Enrico Vanni as Director 7.12
Mgmt ForForReelect William Winters as Director 7.13
Mgmt ForForReappoint Patrice Bula as Member of the Compensation Committee
8.1
Mgmt ForForReappoint Bridgette Heller as Member of the Compensation Committee
8.2
Mgmt ForForReappoint Enrico Vanni as Member of the Compensation Committee
8.3
Mgmt ForForReappoint William Winters as Member of the Compensation Committee
8.4
Mgmt ForForAppoint Simon Moroney as Member of the Compensation Committee
8.5
Mgmt ForForRatify PricewaterhouseCoopers AG as Auditors
9
Mgmt ForForDesignate Peter Zahn as Independent Proxy 10
Mgmt ForForAmend Articles Re: Board of Directors Tenure 11
Mgmt AgainstForTransact Other Business (Voting) 12
Analog Devices, Inc.
Meeting Date: 03/10/2021
Record Date: 01/04/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 032654105
Ticker: ADI
Meeting ID: 1499159
Primary CUSIP: 032654105 Primary ISIN: US0326541051 Primary SEDOL: 2032067
Page 10 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Analog Devices, Inc.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Ray Stata Mgmt For For
Mgmt ForForElect Director Vincent Roche 1b
Mgmt ForForElect Director James A. Champy 1c
Mgmt ForForElect Director Anantha P. Chandrakasan 1d
Mgmt ForForElect Director Bruce R. Evans 1e
Mgmt ForForElect Director Edward H. Frank 1f
Mgmt ForForElect Director Laurie H. Glimcher 1g
Mgmt ForForElect Director Karen M. Golz 1h
Mgmt ForForElect Director Mark M. Little 1i
Mgmt ForForElect Director Kenton J. Sicchitano 1j
Mgmt ForForElect Director Susie Wee 1k
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
Johnson Controls International plc
Meeting Date: 03/10/2021
Record Date: 01/07/2021
Country: Ireland
Meeting Type: Annual
Primary Security ID: G51502105
Ticker: JCI
Meeting ID: 1499281
Primary CUSIP: G51502105 Primary ISIN: IE00BY7QL619 Primary SEDOL: BY7QL61
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Jean Blackwell Mgmt For For
Mgmt ForForElect Director Pierre Cohade 1b
Mgmt ForForElect Director Michael E. Daniels 1c
Mgmt ForForElect Director Juan Pablo del Valle Perochena 1d
Mgmt ForForElect Director W. Roy Dunbar 1e
Mgmt ForForElect Director Gretchen R. Haggerty 1f
Page 11 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Johnson Controls International plc
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Simone Menne 1g
Mgmt ForForElect Director George R. Oliver 1h
Mgmt ForForElect Director Jurgen Tinggren 1i
Mgmt ForForElect Director Mark Vergnano 1j
Mgmt ForForElect Director R. David Yost 1k
Mgmt ForForElect Director John D. Young 1l
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
2a
Mgmt ForForAuthorize Board to Fix Remuneration of Auditors
2b
Mgmt ForForAuthorize Market Purchases of Company Shares
3
Mgmt ForForDetermine Price Range for Reissuance of Treasury Shares
4
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
5
Mgmt ForForApprove Omnibus Stock Plan 6
Mgmt ForForApprove the Directors' Authority to Allot Shares
7
Mgmt ForForApprove the Disapplication of Statutory Pre-Emption Rights
8
POSCO
Meeting Date: 03/12/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y70750115
Ticker: 005490
Meeting ID: 1500065
Primary CUSIP: Y70750115 Primary ISIN: KR7005490008 Primary SEDOL: 6693233
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For
Mgmt ForForAmend Articles of Incorporation 2
Mgmt ForForElect Choi Jeong-Woo as Inside Director 3.1
Mgmt ForForElect Kim Hag-dong as Inside Director 3.2
Page 12 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
POSCO
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Chon Jung-son as Inside Director 3.3
Mgmt ForForElect Jeong Tak as Inside Director 3.4
Mgmt ForForElect Jeong Chang-hwa as Inside Director 3.5
Mgmt ForForElect Yoo Young-suk as Outside Director 4.1
Mgmt ForForElect Kwon Tae-gyun as Outside Director 4.2
Mgmt ForForElect Kim Sung-jin as Outside Director to Serve as an Audit Committee Member
5
Mgmt ForForApprove Total Remuneration of Inside Directors and Outside Directors
6
Vale SA
Meeting Date: 03/12/2021
Record Date:
Country: Brazil
Meeting Type: Special
Primary Security ID: P9661Q155
Ticker: VALE3
Meeting ID: 1502929
Primary CUSIP: P9661Q155 Primary ISIN: BRVALEACNOR0 Primary SEDOL: 2196286
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Amend Articles Mgmt For For
Mgmt ForForAmend Articles 9 and 11 2
Mgmt ForForAmend Article 11 Re: Fix Minimum Number of Board Members to 11
3
Mgmt ForForAmend Article 11 Re: Independent Board Members
4
Mgmt ForForAmend Article 11 Re: Board Chairman and Vice-Chairman
5
Mgmt ForForAmend Article 11 Re: Lead Independent Board Member
6
Mgmt ForForAmend Article 11 Re: Election of the Board Members
7
Mgmt AgainstForAmend Article 11 Re: Election of the Board Members
8
Mgmt ForForAmend Article 11 Re: Renumbering and Adjustment of Points 11 and 12
9
Mgmt ForForAmend Article 12 10
Mgmt ForForAmend Articles 14 and 29 11
Page 13 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Vale SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAmend Article 15 12
Mgmt ForForAmend Article 23 13
Mgmt ForForConsolidate Bylaws 14
Samsung Electronics Co., Ltd.
Meeting Date: 03/17/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y74718100
Ticker: 005930
Meeting ID: 1503928
Primary CUSIP: Y74718100 Primary ISIN: KR7005930003 Primary SEDOL: 6771720
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For
Mgmt ForForElect Park Byung-gook as Outside Director 2.1.1
Mgmt ForForElect Kim Jeong as Outside Director 2.1.2
Mgmt ForForElect Kim Kinam as Inside Director 2.2.1
Mgmt ForForElect Kim Hyun-suk as Inside Director 2.2.2
Mgmt ForForElect Koh Dong-jin as Inside Director 2.2.3
Mgmt ForForElect Kim Sun-uk as Outside Director to Serve as an Audit Committee Member
3
Mgmt ForForApprove Total Remuneration of Inside Directors and Outside Directors
4
Kubota Corp.
Meeting Date: 03/19/2021
Record Date: 12/31/2020
Country: Japan
Meeting Type: Annual
Primary Security ID: J36662138
Ticker: 6326
Meeting ID: 1506815
Primary CUSIP: J36662138 Primary ISIN: JP3266400005 Primary SEDOL: 6497509
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Kimata, Masatoshi Mgmt For For
Page 14 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Kubota Corp.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Kitao, Yuichi 1.2
Mgmt ForForElect Director Yoshikawa, Masato 1.3
Mgmt ForForElect Director Kurosawa, Toshihiko 1.4
Mgmt ForForElect Director Watanabe, Dai 1.5
Mgmt ForForElect Director Matsuda, Yuzuru 1.6
Mgmt ForForElect Director Ina, Koichi 1.7
Mgmt ForForElect Director Shintaku, Yutaro 1.8
Mgmt ForForElect Director Arakane, Kumi 1.9
Mgmt ForForAppoint Statutory Auditor Furusawa, Yuri 2
Mgmt ForForApprove Compensation Ceiling for Directors 3
Mgmt ForForApprove Annual Bonus 4
Samsung Fire & Marine Insurance Co., Ltd.
Meeting Date: 03/19/2021
Record Date: 12/31/2020
Country: South Korea
Meeting Type: Annual
Primary Security ID: Y7473H108
Ticker: 000810
Meeting ID: 1507034
Primary CUSIP: Y7473H108 Primary ISIN: KR7000810002 Primary SEDOL: 6155250
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Financial Statements and Allocation of Income
Mgmt For For
Mgmt ForForElect Choi Young Moo as Inside Director 2.1.1
Mgmt ForForElect Hong Won-hak as Inside Director 2.1.2
Mgmt ForForElect Hong Seong-woo as Inside Director 2.1.3
Mgmt ForForElect Kim Sung Jin as Outside Director 2.2
Mgmt ForForElect Kim Sung Jin as a Member of Audit Committee
3
Mgmt ForForApprove Total Remuneration of Inside Directors and Outside Directors
4
Page 15 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Wal-Mart de Mexico SAB de CV
Meeting Date: 03/23/2021
Record Date: 03/12/2021
Country: Mexico
Meeting Type: Annual
Primary Security ID: P98180188
Ticker: WALMEX
Meeting ID: 1504910
Primary CUSIP: P98180188 Primary ISIN: MX01WA000038 Primary SEDOL: BW1YVH8
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Approve Report of Audit and Corporate Practices Committees
Mgmt For For
Mgmt ForForApprove CEO's Report and Board Opinion on CEO's Report
1b
Mgmt ForForApprove Board of Directors' Report 1c
Mgmt ForForApprove Consolidated Financial Statements 2
Mgmt ForForApprove Allocation of Income and Dividends of MXN 1.63 Per Share
3
Mgmt AgainstForApprove Report and Resolutions Re: Employee Stock Purchase Plan
4
Mgmt ForForApprove Report on Share Repurchase Reserves
5
Mgmt ForForElect or Ratify Enrique Ostale as Director 6a1
Mgmt ForForElect or Ratify Richard Mayfield as Director 6a2
Mgmt ForForElect or Ratify Amanda Whalen as Director 6a3
Mgmt ForForElect or Ratify Tom Ward as Director 6a4
Mgmt ForForElect or Ratify Kirsten Evans as Director 6a5
Mgmt ForForElect or Ratify Guilherme Loureiro as Director 6a6
Mgmt ForForElect or Ratify Adolfo Cerezo as Director 6a7
Mgmt ForForElect or Ratify Blanca Trevino as Director 6a8
Mgmt ForForElect or Ratify Roberto Newell as Director 6a9
Mgmt ForForElect or Ratify Ernesto Cervera as Director 6a10
Mgmt ForForElect or Ratify Eric Perez Grovas as Director 6a11
Mgmt ForForElect or Ratify Adolfo Cerezo as Chairman of Audit and Corporate Practices Committees
6b1
Mgmt ForForApprove Discharge of Board of Directors and Officers
6b2
Mgmt ForForApprove Directors and Officers Liability 6b3
Mgmt ForForApprove Remuneration of Board Chairman 6c1
Mgmt ForForApprove Remuneration of Director 6c2
Page 16 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Wal-Mart de Mexico SAB de CV
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Remuneration of Chairman of Audit and Corporate Practices Committees
6c3
Mgmt ForForApprove Remuneration of Member of Audit and Corporate Practices Committees
6c4
Mgmt ForForAuthorize Board to Ratify and Execute Approved Resolutions
7
Japan Tobacco Inc.
Meeting Date: 03/24/2021
Record Date: 12/31/2020
Country: Japan
Meeting Type: Annual
Primary Security ID: J27869106
Ticker: 2914
Meeting ID: 1508298
Primary CUSIP: J27869106 Primary ISIN: JP3726800000 Primary SEDOL: 6474535
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 77
Mgmt For For
Mgmt ForForElect Director Kitera, Masato 2
China Construction Bank Corporation
Meeting Date: 03/26/2021
Record Date: 02/23/2021
Country: China
Meeting Type: Special
Primary Security ID: Y1397N101
Ticker: 939
Meeting ID: 1502278
Primary CUSIP: Y1397N101 Primary ISIN: CNE1000002H1 Primary SEDOL: B0LMTQ3
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
EGM BALLOT FOR HOLDERS OF H SHARES Mgmt
Mgmt ForForElect Wang Jiang as Director 1
Mgmt ForForApprove Confirmation of the Donations of Anti-Pandemic Materials Made in 2020
2
Mgmt ForForApprove Additional Limit on Poverty Alleviation Donations
3
Page 17 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Kao Corp.
Meeting Date: 03/26/2021
Record Date: 12/31/2020
Country: Japan
Meeting Type: Annual
Primary Security ID: J30642169
Ticker: 4452
Meeting ID: 1504948
Primary CUSIP: J30642169 Primary ISIN: JP3205800000 Primary SEDOL: 6483809
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 70
Mgmt For For
Mgmt ForForElect Director Sawada, Michitaka 2.1
Mgmt ForForElect Director Hasebe, Yoshihiro 2.2
Mgmt ForForElect Director Takeuchi, Toshiaki 2.3
Mgmt ForForElect Director Matsuda, Tomoharu 2.4
Mgmt ForForElect Director Kadonaga, Sonosuke 2.5
Mgmt ForForElect Director Shinobe, Osamu 2.6
Mgmt ForForElect Director Mukai, Chiaki 2.7
Mgmt ForForElect Director Hayashi, Nobuhide 2.8
Mgmt ForForAppoint Statutory Auditor Kawashima, Sadanao
3.1
Mgmt ForForAppoint Statutory Auditor Amano, Hideki 3.2
Mgmt ForForApprove Trust-Type Equity Compensation Plan
4
DBS Group Holdings Ltd.
Meeting Date: 03/30/2021
Record Date:
Country: Singapore
Meeting Type: Annual
Primary Security ID: Y20246107
Ticker: D05
Meeting ID: 1512381
Primary CUSIP: Y20246107 Primary ISIN: SG1L01001701 Primary SEDOL: 6175203
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Adopt Financial Statements and Directors' and Auditors' Reports
Mgmt For For
Mgmt ForForApprove Final Dividend 2
Mgmt ForForApprove Directors' Remuneration 3
Page 18 of 19
Vote Summary Report
Date range covered: 01/01/2021 to 03/31/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
DBS Group Holdings Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove PricewaterhouseCoopers LLP as Auditors and Authorize Board to Fix Their Remuneration
4
Mgmt ForForElect Piyush Gupta as Director 5
Mgmt ForForElect Punita Lal as Director 6
Mgmt ForForElect Anthony Lim Weng Kin as Director 7
Mgmt ForForApprove Grant of Awards and Issuance of Shares Under the DBSH Share Plan
8
Mgmt ForForApprove Grant of Awards and Issuance of Shares Under the California Sub-Plan to the DBSH Share Plan
9
Mgmt ForForApprove Issuance of Equity or Equity-Linked Securities with or without Preemptive Rights
10
Mgmt ForForApprove Issuance of Shares Pursuant to the DBSH Scrip Dividend Scheme
11
Mgmt ForForAuthorize Share Repurchase Program 12
Page 19 of 19
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
UBS Group AG
Meeting Date: 04/08/2021
Record Date:
Country: Switzerland
Meeting Type: Annual
Primary Security ID: H42097107
Ticker: UBSG
Meeting ID: 1495932
Primary CUSIP: H42097107 Primary ISIN: CH0244767585 Primary SEDOL: BRJL176
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAccept Financial Statements and Statutory Reports
1
Mgmt ForForApprove Remuneration Report 2
Mgmt ForForApprove Allocation of Income and Dividends of USD 0.37 per Share
3
Mgmt ForForApprove Discharge of Board and Senior Management for Fiscal Year 2020, excluding French Cross-Border Matter
4
Mgmt ForForReelect Axel Weber as Director and Board Chairman
5.1
Mgmt ForForReelect Jeremy Anderson as Director 5.2
Mgmt ForForReelect William Dudley as Director 5.3
Mgmt ForForReelect Reto Francioni as Director 5.4
Mgmt ForForReelect Fred Hu as Director 5.5
Mgmt ForForReelect Mark Hughes as Director 5.6
Mgmt ForForReelect Nathalie Rachou as Director 5.7
Mgmt ForForReelect Julie Richardson as Director 5.8
Mgmt ForForReelect Dieter Wemmer as Director 5.9
Mgmt ForForReelect Jeanette Wong as Director 5.10
Mgmt ForForElect Claudia Boeckstiegel as Director 6.1
Mgmt ForForElect Patrick Firmenich as Director 6.2
Mgmt ForForReappoint Julie Richardson as Member of the Compensation Committee
7.1
Mgmt ForForReappoint Reto Francioni as Member of the Compensation Committee
7.2
Mgmt ForForReappoint Dieter Wemmer as Member of the Compensation Committee
7.3
Mgmt ForForReappoint Jeanette Wong as Member of the Compensation Committee
7.4
Mgmt ForForApprove Remuneration of Directors in the Amount of CHF 13 Million
8.1
Page 1 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
UBS Group AG
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Variable Remuneration of Executive Committee in the Amount of CHF 85 Million
8.2
Mgmt ForForApprove Fixed Remuneration of Executive Committee in the Amount of CHF 33 Million
8.3
Mgmt ForForDesignate ADB Altorfer Duss & Beilstein AG as Independent Proxy
9.1
Mgmt ForForRatify Ernst & Young AG as Auditors 9.2
Mgmt ForForRatify BDO AG as Special Auditors 9.3
Mgmt ForForAmend Articles Re: Voting Majority for Board Resolutions
10
Mgmt ForForApprove CHF 15.7 Million Reduction in Share Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares
11
Mgmt ForForAuthorize Repurchase of up to CHF 4 Billion in Issued Share Capital
12
Mgmt AgainstNoneTransact Other Business (Voting) 13
Rio Tinto Plc
Meeting Date: 04/09/2021
Record Date: 04/07/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G75754104
Ticker: RIO
Meeting ID: 1496591
Primary CUSIP: G75754104 Primary ISIN: GB0007188757 Primary SEDOL: 0718875
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt ForForApprove Remuneration Policy 2
Mgmt AgainstForApprove Remuneration Report for UK Law Purposes
3
Mgmt AgainstForApprove Remuneration Report for Australian Law Purposes
4
Mgmt AgainstForRe-elect Megan Clark as Director 5
Mgmt ForForRe-elect Hinda Gharbi as Director 6
Mgmt ForForRe-elect Simon Henry as Director 7
Mgmt ForForRe-elect Sam Laidlaw as Director 8
Page 2 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Rio Tinto Plc
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForRe-elect Simon McKeon as Director 9
Mgmt ForForRe-elect Jennifer Nason as Director 10
Mgmt ForForRe-elect Jakob Stausholm as Director 11
Mgmt ForForRe-elect Simon Thompson as Director 12
Mgmt ForForRe-elect Ngaire Woods as Director 13
Mgmt ForForReappoint KPMG LLP as Auditors 14
Mgmt ForForAuthorise the Audit Committee to Fix Remuneration of Auditors
15
Mgmt ForForAuthorise UK Political Donations and Expenditure
16
Mgmt ForNoneApprove Global Employee Share Plan 17
Mgmt ForForApprove UK Share Plan 18
Mgmt ForForAuthorise Issue of Equity 19
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights
20
Mgmt ForForAuthorise Market Purchase of Ordinary Shares 21
Mgmt ForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
22
Nestle SA
Meeting Date: 04/15/2021
Record Date:
Country: Switzerland
Meeting Type: Annual
Primary Security ID: H57312649
Ticker: NESN
Meeting ID: 1496375
Primary CUSIP: H57312649 Primary ISIN: CH0038863350 Primary SEDOL: 7123870
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt ForForApprove Remuneration Report 1.2
Mgmt ForForApprove Discharge of Board and Senior Management
2
Mgmt ForForApprove Allocation of Income and Dividends of CHF 2.75 per Share
3
Page 3 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Nestle SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForReelect Paul Bulcke as Director and Board Chairman
4.1.a
Mgmt ForForReelect Ulf Schneider as Director 4.1.b
Mgmt ForForReelect Henri de Castries as Director 4.1.c
Mgmt ForForReelect Renato Fassbind as Director 4.1.d
Mgmt ForForReelect Pablo Isla as Director 4.1.e
Mgmt ForForReelect Ann Veneman as Director 4.1.f
Mgmt ForForReelect Eva Cheng as Director 4.1.g
Mgmt ForForReelect Patrick Aebischer as Director 4.1.h
Mgmt AgainstForReelect Kasper Rorsted as Director 4.1.i
Mgmt ForForReelect Kimberly Ross as Director 4.1.j
Mgmt ForForReelect Dick Boer as Director 4.1.k
Mgmt ForForReelect Dinesh Paliwal as Director 4.1.l
Mgmt ForForReelect Hanne Jimenez de Mora as Director 4.1.m
Mgmt ForForElect Lindiwe Sibanda as Director 4.2
Mgmt ForForAppoint Pablo Isla as Member of the Compensation Committee
4.3.1
Mgmt ForForAppoint Patrick Aebischer as Member of the Compensation Committee
4.3.2
Mgmt ForForAppoint Dick Boer as Member of the Compensation Committee
4.3.3
Mgmt AgainstForAppoint Kasper Rorsted as Member of the Compensation Committee
4.3.4
Mgmt ForForRatify Ernst & Young AG as Auditors 4.4
Mgmt ForForDesignate Hartmann Dreyer as Independent Proxy
4.5
Mgmt ForForApprove Remuneration of Directors in the Amount of CHF 10 Million
5.1
Mgmt ForForApprove Remuneration of Executive Committee in the Amount of CHF 57.5 Million
5.2
Mgmt ForForApprove CHF 6.6 Million Reduction in Share Capital as Part of the Share Buyback Program via Cancellation of Repurchased Shares
6
Mgmt ForForApprove Climate Action Plan 7
Mgmt AgainstAgainstTransact Other Business (Voting) 8
Page 4 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
PPG Industries, Inc.
Meeting Date: 04/15/2021
Record Date: 02/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 693506107
Ticker: PPG
Meeting ID: 1511629
Primary CUSIP: 693506107 Primary ISIN: US6935061076 Primary SEDOL: 2698470
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Steven A. Davis Mgmt For For
Mgmt ForForElect Director Michael W. Lamach 1.2
Mgmt ForForElect Director Michael T. Nally 1.3
Mgmt ForForElect Director Guillermo Novo 1.4
Mgmt ForForElect Director Martin H. Richenhagen 1.5
Mgmt ForForElect Director Catherine R. Smith 1.6
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForDeclassify the Board of Directors 3
Mgmt ForForEliminate Supermajority Vote Requirement 4
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditor 5
SH AgainstAgainstRequire Independent Board Chair 6
TURKCELL Iletisim Hizmetleri AS
Meeting Date: 04/15/2021
Record Date:
Country: Turkey
Meeting Type: Annual
Primary Security ID: M8903B102
Ticker: TCELL
Meeting ID: 1517920
Primary CUSIP: M8903B102 Primary ISIN: TRATCELL91M1 Primary SEDOL: B03MYN3
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Annual Meeting Agenda Mgmt
Mgmt ForForOpen Meeting and Elect Presiding Council of Meeting
1
Mgmt ForForAuthorize Presiding Council to Sign the Meeting Minutes
2
Mgmt ForForAccept Board Report 3
Mgmt ForForAccept Audit Report 4
Page 5 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
TURKCELL Iletisim Hizmetleri AS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAccept Financial Statements 5
Mgmt ForForApprove Discharge of Board 6
Mgmt ForForApprove Upper Limit of Donations for 2021 and Receive Information on Donations Made in 2020
7
Mgmt AgainstForRatify Director Appointment and Elect Directors
8
Mgmt AgainstForApprove Director Remuneration 9
Mgmt ForForRatify External Auditors 10
Mgmt ForForApprove Allocation of Income 11
Mgmt ForForGrant Permission for Board Members to Engage in Commercial Transactions with Company and Be Involved with Companies with Similar Corporate Purpose
12
MgmtReceive Information on Guarantees, Pledges and Mortgages Provided to Third Parties
13
MgmtClose Meeting 14
Adobe Inc.
Meeting Date: 04/20/2021
Record Date: 02/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 00724F101
Ticker: ADBE
Meeting ID: 1512258
Primary CUSIP: 00724F101 Primary ISIN: US00724F1012 Primary SEDOL: 2008154
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Amy Banse Mgmt For For
Mgmt ForForElect Director Melanie Boulden 1b
Mgmt ForForElect Director Frank Calderoni 1c
Mgmt ForForElect Director James Daley 1d
Mgmt ForForElect Director Laura Desmond 1e
Mgmt ForForElect Director Shantanu Narayen 1f
Mgmt ForForElect Director Kathleen Oberg 1g
Mgmt ForForElect Director Dheeraj Pandey 1h
Page 6 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Adobe Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director David Ricks 1i
Mgmt ForForElect Director Daniel Rosensweig 1j
Mgmt ForForElect Director John Warnock 1k
Mgmt ForForAmend Omnibus Stock Plan 2
Mgmt ForForRatify KPMG LLP as Auditors 3
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
4
Bank of America Corporation
Meeting Date: 04/20/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 060505104
Ticker: BAC
Meeting ID: 1512890
Primary CUSIP: 060505104 Primary ISIN: US0605051046 Primary SEDOL: 2295677
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Sharon L. Allen Mgmt For For
Mgmt ForForElect Director Susan S. Bies 1b
Mgmt ForForElect Director Frank P. Bramble, Sr. 1c
Mgmt ForForElect Director Pierre J.P. de Weck 1d
Mgmt ForForElect Director Arnold W. Donald 1e
Mgmt ForForElect Director Linda P. Hudson 1f
Mgmt ForForElect Director Monica C. Lozano 1g
Mgmt ForForElect Director Thomas J. May 1h
Mgmt ForForElect Director Brian T. Moynihan 1i
Mgmt ForForElect Director Lionel L. Nowell, III 1j
Mgmt ForForElect Director Denise L. Ramos 1k
Mgmt ForForElect Director Clayton S. Rose 1l
Mgmt ForForElect Director Michael D. White 1m
Mgmt ForForElect Director Thomas D. Woods 1n
Mgmt ForForElect Director R. David Yost 1o
Page 7 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Bank of America Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Maria T. Zuber 1p
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
3
Mgmt ForForAmend Omnibus Stock Plan 4
SH AgainstAgainstAmend Proxy Access Right 5
SH ForAgainstProvide Right to Act by Written Consent 6
SH AgainstAgainstApprove Change in Organizational Form 7
SH ForAgainstRequest on Racial Equity Audit 8
Italgas SpA
Meeting Date: 04/20/2021
Record Date: 04/09/2021
Country: Italy
Meeting Type: Annual/Special
Primary Security ID: T6R89Z103
Ticker: IG
Meeting ID: 1499632
Primary CUSIP: T6R89Z103 Primary ISIN: IT0005211237 Primary SEDOL: BD2Z8S7
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForAccept Financial Statements and Statutory Reports
1
Mgmt ForForApprove Allocation of Income 2
Mgmt ForForApprove Remuneration Policy 3.1
Mgmt ForForApprove Second Section of the Remuneration Report
3.2
Mgmt ForForApprove Co-Investment Plan 4
MgmtExtraordinary Business
Mgmt ForForAuthorize Board to Increase Capital to Service Co-Investment Plan
1
Mgmt AgainstNoneDeliberations on Possible Legal Action Against Directors if Presented by Shareholders
A
Page 8 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
U.S. Bancorp
Meeting Date: 04/20/2021
Record Date: 02/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 902973304
Ticker: USB
Meeting ID: 1513535
Primary CUSIP: 902973304 Primary ISIN: US9029733048 Primary SEDOL: 2736035
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Warner L. Baxter Mgmt For For
Mgmt ForForElect Director Dorothy J. Bridges 1b
Mgmt ForForElect Director Elizabeth L. Buse 1c
Mgmt ForForElect Director Andrew Cecere 1d
Mgmt ForForElect Director Kimberly N. Ellison-Taylor 1e
Mgmt ForForElect Director Kimberly J. Harris 1f
Mgmt ForForElect Director Roland A. Hernandez 1g
Mgmt ForForElect Director Olivia F. Kirtley 1h
Mgmt ForForElect Director Karen S. Lynch 1i
Mgmt ForForElect Director Richard P. McKenney 1j
Mgmt ForForElect Director Yusuf I. Mehdi 1k
Mgmt ForForElect Director John P. Wiehoff 1l
Mgmt ForForElect Director Scott W. Wine 1m
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Canadian Pacific Railway Limited
Meeting Date: 04/21/2021
Record Date: 02/26/2021
Country: Canada
Meeting Type: Annual/Special
Primary Security ID: 13645T100
Ticker: CP
Meeting ID: 1500763
Primary CUSIP: 13645T100 Primary ISIN: CA13645T1003 Primary SEDOL: 2793115
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Ratify Deloitte LLP as Auditors Mgmt For For
Page 9 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Canadian Pacific Railway Limited
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAdvisory Vote on Executive Compensation Approach
2
Mgmt ForForElect Director John Baird 3.1
Mgmt ForForElect Director Isabelle Courville 3.2
Mgmt ForForElect Director Keith E. Creel 3.3
Mgmt ForForElect Director Gillian (Jill) H. Denham 3.4
Mgmt ForForElect Director Edward R. Hamberger 3.5
Mgmt ForForElect Director Rebecca MacDonald 3.6
Mgmt ForForElect Director Edward L. Monser 3.7
Mgmt ForForElect Director Matthew H. Paull 3.8
Mgmt ForForElect Director Jane L. Peverett 3.9
Mgmt ForForElect Director Andrea Robertson 3.10
Mgmt ForForElect Director Gordon T. Trafton 3.11
Mgmt ForForApprove Share Split 4
MgmtShareholder Proposal
SH ForForSP: Hold an Annual Non-Binding Advisory Vote on Climate Change
5
AGCO Corporation
Meeting Date: 04/22/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 001084102
Ticker: AGCO
Meeting ID: 1520124
Primary CUSIP: 001084102 Primary ISIN: US0010841023 Primary SEDOL: 2010278
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Roy V. Armes Mgmt For For
Mgmt ForForElect Director Michael C. Arnold 1.2
Mgmt ForForElect Director Sondra L. Barbour 1.3
Mgmt ForForElect Director P. George Benson 1.4
Mgmt ForForElect Director Suzanne P. Clark 1.5
Mgmt ForForElect Director Bob De Lange 1.6
Page 10 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
AGCO Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Eric P. Hansotia 1.7
Mgmt ForForElect Director George E. Minnich 1.8
Mgmt ForForElect Director Mallika Srinivasan 1.9
Mgmt ForForElect Director Matthew Tsien 1.10
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify KPMG LLP as Auditor 3
Akzo Nobel NV
Meeting Date: 04/22/2021
Record Date: 03/25/2021
Country: Netherlands
Meeting Type: Annual
Primary Security ID: N01803308
Ticker: AKZA
Meeting ID: 1513854
Primary CUSIP: N01803308 Primary ISIN: NL0013267909 Primary SEDOL: BJ2KSG2
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Annual Meeting Agenda Mgmt
MgmtOpen Meeting 1
MgmtReceive Report of Management Board (Non-Voting)
2.a
Mgmt ForForAdopt Financial Statements 3.a
MgmtDiscuss on the Company's Dividend Policy 3.b
Mgmt ForForApprove Dividends of EUR 1.95 Per Share 3.c
Mgmt ForForApprove Remuneration Report 3.d
Mgmt ForForApprove Discharge of Management Board 4.a
Mgmt ForForApprove Discharge of Supervisory Board 4.b
Mgmt ForForAmend Remuneration Policy for Management Board
5.a
Mgmt ForForAmend Remuneration Policy for Supervisory Board
5.b
Mgmt ForForReelect T.F.J. Vanlancker to Management Board
6.a
Mgmt ForForReelect P.W. Thomas to Supervisory Board 7.a
Page 11 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Akzo Nobel NV
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForGrant Board Authority to Issue Shares Up to 10 Percent of Issued Capital
8.a
Mgmt ForForAuthorize Board to Exclude Preemptive Rights from Share Issuances
8.b
Mgmt ForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
9
Mgmt ForForAuthorize Cancellation of Repurchased Shares 10
MgmtClose Meeting 11
Heineken NV
Meeting Date: 04/22/2021
Record Date: 03/25/2021
Country: Netherlands
Meeting Type: Annual
Primary Security ID: N39427211
Ticker: HEIA
Meeting ID: 1499614
Primary CUSIP: N39427211 Primary ISIN: NL0000009165 Primary SEDOL: 7792559
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Annual Meeting Agenda Mgmt
MgmtReceive Report of Management Board (Non-Voting)
1.a
Mgmt ForForApprove Remuneration Report 1.b
Mgmt ForForAdopt Financial Statements 1.c
MgmtReceive Explanation on Company's Dividend Policy
1.d
Mgmt ForForApprove Dividends of EUR 0.70 Per Share 1.e
Mgmt ForForApprove Discharge of Management Board 1.f
Mgmt ForForApprove Discharge of Supervisory Board 1.g
Mgmt ForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
2.a
Mgmt ForForGrant Board Authority to Issue Shares Up To 10 Percent of Issued Capital
2.b
Mgmt ForForAuthorize Board to Exclude Preemptive Rights from Share Issuances under Item 2.b
2.c
Mgmt ForForElect Harold van den Broek to Management Board
3
Mgmt ForForReelect Maarten Das to Supervisory Board 4.a
Page 12 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Heineken NV
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Nitin Paranjpe to Supervisory Board 4.b
Mgmt ForForRatify Deloitte Accountants B.V as Auditors 5
Johnson & Johnson
Meeting Date: 04/22/2021
Record Date: 02/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 478160104
Ticker: JNJ
Meeting ID: 1514169
Primary CUSIP: 478160104 Primary ISIN: US4781601046 Primary SEDOL: 2475833
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Mary C. Beckerle Mgmt For For
Mgmt ForForElect Director D. Scott Davis 1b
Mgmt ForForElect Director Ian E. L. Davis 1c
Mgmt ForForElect Director Jennifer A. Doudna 1d
Mgmt ForForElect Director Alex Gorsky 1e
Mgmt ForForElect Director Marillyn A. Hewson 1f
Mgmt ForForElect Director Hubert Joly 1g
Mgmt ForForElect Director Mark B. McClellan 1h
Mgmt AgainstForElect Director Anne M. Mulcahy 1i
Mgmt ForForElect Director Charles Prince 1j
Mgmt ForForElect Director A. Eugene Washington 1k
Mgmt ForForElect Director Mark A. Weinberger 1l
Mgmt ForForElect Director Nadja Y. West 1m
Mgmt ForForElect Director Ronald A. Williams 1n
Mgmt AgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
3
SH AgainstAgainstReport on Government Financial Support and Access to COVID-19 Vaccines and Therapeutics
4
SH AgainstAgainstRequire Independent Board Chair 5
Page 13 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Johnson & Johnson
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
SH ForAgainstReport on Civil Rights Audit 6
SH AgainstAgainstAdopt Policy on Bonus Banking 7
Lockheed Martin Corporation
Meeting Date: 04/22/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 539830109
Ticker: LMT
Meeting ID: 1515932
Primary CUSIP: 539830109 Primary ISIN: US5398301094 Primary SEDOL: 2522096
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Daniel F. Akerson Mgmt For For
Mgmt ForForElect Director David B. Burritt 1.2
Mgmt ForForElect Director Bruce A. Carlson 1.3
Mgmt ForForElect Director Joseph F. Dunford, Jr. 1.4
Mgmt ForForElect Director James O. Ellis, Jr. 1.5
Mgmt ForForElect Director Thomas J. Falk 1.6
Mgmt ForForElect Director Ilene S. Gordon 1.7
Mgmt ForForElect Director Vicki A. Hollub 1.8
Mgmt ForForElect Director Jeh C. Johnson 1.9
Mgmt ForForElect Director Debra L. Reed-Klages 1.10
Mgmt ForForElect Director James D. Taiclet 1.11
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForAgainstProvide Right to Act by Written Consent 4
SH AgainstAgainstReport on Human Rights Due Diligence 5
Page 14 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Magellan Midstream Partners, L.P.
Meeting Date: 04/22/2021
Record Date: 02/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 559080106
Ticker: MMP
Meeting ID: 1504901
Primary CUSIP: 559080106 Primary ISIN: US5590801065 Primary SEDOL: 2723037
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Robert G. Croyle Mgmt For For
Mgmt ForForElect Director Stacy P. Methvin 1.2
Mgmt ForForElect Director Barry R. Pearl 1.3
Mgmt ForForAmend Restricted Stock Plan 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForRatify Ernst & Young LLP as Auditors 4
RELX Plc
Meeting Date: 04/22/2021
Record Date: 04/20/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G7493L105
Ticker: REL
Meeting ID: 1508770
Primary CUSIP: G7493L105 Primary ISIN: GB00B2B0DG97 Primary SEDOL: B2B0DG9
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt ForForApprove Remuneration Report 2
Mgmt ForForApprove Final Dividend 3
Mgmt ForForReappoint Ernst & Young LLP as Auditors 4
Mgmt ForForAuthorise the Audit Committee to Fix Remuneration of Auditors
5
Mgmt ForForElect Paul Walker as Director 6
Mgmt ForForElect June Felix as Director 7
Mgmt ForForRe-elect Erik Engstrom as Director 8
Mgmt ForForRe-elect Wolfhart Hauser as Director 9
Mgmt ForForRe-elect Charlotte Hogg as Director 10
Page 15 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
RELX Plc
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForRe-elect Marike van Lier Lels as Director 11
Mgmt ForForRe-elect Nick Luff as Director 12
Mgmt ForForRe-elect Robert MacLeod as Director 13
Mgmt ForForRe-elect Linda Sanford as Director 14
Mgmt ForForRe-elect Andrew Sukawaty as Director 15
Mgmt ForForRe-elect Suzanne Wood as Director 16
Mgmt ForForAuthorise Issue of Equity 17
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights
18
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
19
Mgmt ForForAuthorise Market Purchase of Ordinary Shares 20
Mgmt ForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
21
Texas Instruments Incorporated
Meeting Date: 04/22/2021
Record Date: 02/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 882508104
Ticker: TXN
Meeting ID: 1513497
Primary CUSIP: 882508104 Primary ISIN: US8825081040 Primary SEDOL: 2885409
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Mark A. Blinn Mgmt For For
Mgmt ForForElect Director Todd M. Bluedorn 1b
Mgmt ForForElect Director Janet F. Clark 1c
Mgmt ForForElect Director Carrie S. Cox 1d
Mgmt ForForElect Director Martin S. Craighead 1e
Mgmt ForForElect Director Jean M. Hobby 1f
Mgmt ForForElect Director Michael D. Hsu 1g
Mgmt ForForElect Director Ronald Kirk 1h
Mgmt ForForElect Director Pamela H. Patsley 1i
Page 16 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Texas Instruments Incorporated
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Robert E. Sanchez 1j
Mgmt ForForElect Director Richard K. Templeton 1k
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
SH ForAgainstProvide Right to Act by Written Consent 4
Wolters Kluwer NV
Meeting Date: 04/22/2021
Record Date: 03/25/2021
Country: Netherlands
Meeting Type: Annual
Primary Security ID: N9643A197
Ticker: WKL
Meeting ID: 1499773
Primary CUSIP: N9643A197 Primary ISIN: NL0000395903 Primary SEDOL: 5671519
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Annual Meeting Agenda Mgmt
MgmtOpen Meeting 1
MgmtReceive Report of Management Board (Non-Voting)
2.a
MgmtReceive Report of Supervisory Board (Non-Voting)
2.b
Mgmt ForForApprove Remuneration Report 2.c
Mgmt ForForAdopt Financial Statements 3.a
MgmtReceive Explanation on Company's Dividend Policy
3.b
Mgmt ForForApprove Dividends of EUR 1.36 Per Share 3.c
Mgmt ForForApprove Discharge of Management Board 4.a
Mgmt ForForApprove Discharge of Supervisory Board 4.b
Mgmt ForForReelect Frans Cremers to Supervisory Board 5.a
Mgmt ForForReelect Ann Ziegler to Supervisory Board 5.b
Mgmt ForForReelect Kevin Entricken to Management Board 6
Mgmt ForForApprove Remuneration Policy for Management Board
7
Page 17 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Wolters Kluwer NV
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForGrant Board Authority to Issue Shares Up To 10 Percent of Issued Capital
8.a
Mgmt ForForAuthorize Board to Exclude Preemptive Rights from Share Issuances
8.b
Mgmt ForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
9
Mgmt ForForAuthorize Cancellation of Repurchased Shares 10
MgmtOther Business (Non-Voting) 11
MgmtClose Meeting 12
Abbott Laboratories
Meeting Date: 04/23/2021
Record Date: 02/24/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 002824100
Ticker: ABT
Meeting ID: 1516138
Primary CUSIP: 002824100 Primary ISIN: US0028241000 Primary SEDOL: 2002305
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Robert J. Alpern Mgmt For For
Mgmt ForForElect Director Roxanne S. Austin 1.2
Mgmt ForForElect Director Sally E. Blount 1.3
Mgmt ForForElect Director Robert B. Ford 1.4
Mgmt ForForElect Director Michelle A. Kumbier 1.5
Mgmt ForForElect Director Darren W. McDew 1.6
Mgmt ForForElect Director Nancy McKinstry 1.7
Mgmt ForForElect Director William A. Osborn 1.8
Mgmt ForForElect Director Michael F. Roman 1.9
Mgmt ForForElect Director Daniel J. Starks 1.10
Mgmt ForForElect Director John G. Stratton 1.11
Mgmt WithholdForElect Director Glenn F. Tilton 1.12
Mgmt ForForElect Director Miles D. White 1.13
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Page 18 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Abbott Laboratories
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForAdopt Majority Voting Standard for Amendments of the Articles of Incorporation and Effect Other Ministerial Changes
4a
Mgmt ForForAdopt Majority Voting Standard for Certain Extraordinary Transactions
4b
SH AgainstAgainstReport on Lobbying Payments and Policy 5
SH AgainstAgainstReport on Racial Justice 6
SH AgainstAgainstRequire Independent Board Chair 7
L3Harris Technologies, Inc.
Meeting Date: 04/23/2021
Record Date: 02/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 502431109
Ticker: LHX
Meeting ID: 1515114
Primary CUSIP: 502431109 Primary ISIN: US5024311095 Primary SEDOL: BK9DTN5
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Sallie B. Bailey Mgmt For For
Mgmt ForForElect Director William M. Brown 1b
Mgmt ForForElect Director Peter W. Chiarelli 1c
Mgmt ForForElect Director Thomas A. Corcoran 1d
Mgmt ForForElect Director Thomas A. Dattilo 1e
Mgmt ForForElect Director Roger B. Fradin 1f
Mgmt ForForElect Director Lewis Hay, III 1g
Mgmt ForForElect Director Lewis Kramer 1h
Mgmt ForForElect Director Christopher E. Kubasik 1i
Mgmt ForForElect Director Rita S. Lane 1j
Mgmt ForForElect Director Robert B. Millard 1k
Mgmt ForForElect Director Lloyd W. Newton 1l
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Page 19 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
L3Harris Technologies, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
Sberbank Russia PJSC
Meeting Date: 04/23/2021
Record Date: 03/23/2021
Country: Russia
Meeting Type: Annual
Primary Security ID: X76317100
Ticker: SBER
Meeting ID: 1521405
Primary CUSIP: X76317100 Primary ISIN: RU0009029540 Primary SEDOL: 4767981
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Meeting for ADR/GDR Holders Mgmt
Mgmt ForForApprove Annual Report 1
Mgmt ForForApprove Allocation of Income and Dividends of RUB 18.70 per Ordinary Share and RUB 18.70 per Preferred Share
2
Mgmt ForForRatify PricewaterhouseCoopers as Auditor 3
MgmtElect 14 Directors by Cumulative Voting
Mgmt ForNoneElect Esko Tapani Aho as Director 4.1
Mgmt ForNoneElect Natalie Alexandra Braginsky Mounier as Director
4.2
Mgmt AgainstNoneElect Herman Gref as Director 4.3
Mgmt AgainstNoneElect Bella Zlatkis as Director 4.4
Mgmt AgainstNoneElect Sergei Ignatev as Director 4.5
Mgmt AgainstNoneElect Mikhail Kovalchuk as Director 4.6
Mgmt AgainstNoneElect Vladimir Kolychev as Director 4.7
Mgmt ForNoneElect Nikolai Kudriavtsev as Director 4.8
Mgmt ForNoneElect Aleksandr Kuleshov as Director 4.9
Mgmt AgainstNoneElect Gennadii Melikian as Director 4.10
Mgmt AgainstNoneElect Maksim Oreshkin as Director 4.11
Mgmt AgainstNoneElect Anton Siluanov as Director 4.12
Mgmt AgainstNoneElect Dmitrii Chernyshenko as Director 4.13
Mgmt AgainstNoneElect Nadya Wells as Director 4.14
Page 20 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Sberbank Russia PJSC
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove New Edition of Charter 5
Mgmt ForForApprove Related-Party Transaction Re: Liability Insurance for Directors, Executives, and Company
6
Mgmt ForForApprove Remuneration of Directors 7
Mgmt ForForAmend Regulations on Remuneration of Directors
8
Bayer AG
Meeting Date: 04/27/2021
Record Date:
Country: Germany
Meeting Type: Annual
Primary Security ID: D0712D163
Ticker: BAYN
Meeting ID: 1505045
Primary CUSIP: D0712D163 Primary ISIN: DE000BAY0017 Primary SEDOL: 5069211
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Receive Financial Statements and Statutory Reports; Approve Allocation of Income and Dividends of EUR 2.00 per Share for Fiscal Year 2020
Mgmt For For
Mgmt ForForApprove Discharge of Management Board for Fiscal Year 2020
2
Mgmt ForForApprove Discharge of Supervisory Board for Fiscal Year 2020
3
Mgmt ForForElect Fei-Fei Li to the Supervisory Board 4.1
Mgmt ForForElect Alberto Weisser to the Supervisory Board
4.2
Mgmt ForForApprove Remuneration of Supervisory Board 5
Mgmt ForForRatify Deloitte GmbH as Auditors for Fiscal Year 2021
6
Citigroup Inc.
Meeting Date: 04/27/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 172967424
Ticker: C
Meeting ID: 1518284
Primary CUSIP: 172967424 Primary ISIN: US1729674242 Primary SEDOL: 2297907
Page 21 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Citigroup Inc.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Ellen M. Costello Mgmt For For
Mgmt ForForElect Director Grace E. Dailey 1b
Mgmt ForForElect Director Barbara J. Desoer 1c
Mgmt ForForElect Director John C. Dugan 1d
Mgmt ForForElect Director Jane N. Fraser 1e
Mgmt ForForElect Director Duncan P. Hennes 1f
Mgmt ForForElect Director Peter B. Henry 1g
Mgmt ForForElect Director S. Leslie Ireland 1h
Mgmt ForForElect Director Lew W. (Jay) Jacobs, IV 1i
Mgmt ForForElect Director Renee J. James 1j
Mgmt ForForElect Director Gary M. Reiner 1k
Mgmt ForForElect Director Diana L. Taylor 1l
Mgmt ForForElect Director James S. Turley 1m
Mgmt ForForElect Director Deborah C. Wright 1n
Mgmt ForForElect Director Alexander R. Wynaendts 1o
Mgmt ForForElect Director Ernesto Zedillo Ponce de Leon 1p
Mgmt ForForRatify KPMG LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForAmend Omnibus Stock Plan 4
SH AgainstAgainstAmend Proxy Access Right 5
SH AgainstAgainstRequire Independent Board Chair 6
SH AgainstAgainstAdopt a Policy to Include Non-Management Employees as Prospective Director Candidates
7
SH AgainstAgainstReport on Lobbying Payments and Policy 8
SH ForAgainstReport on Racial Equity Audit 9
SH AgainstAgainstAmend Certificate of Incorporation to Become a Public Benefit Corporation
10
Page 22 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Exelon Corporation
Meeting Date: 04/27/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 30161N101
Ticker: EXC
Meeting ID: 1518313
Primary CUSIP: 30161N101 Primary ISIN: US30161N1019 Primary SEDOL: 2670519
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Anthony Anderson Mgmt For For
Mgmt ForForElect Director Ann Berzin 1b
Mgmt ForForElect Director Laurie Brlas 1c
Mgmt ForForElect Director Marjorie Rodgers Cheshire 1d
Mgmt ForForElect Director Christopher Crane 1e
Mgmt ForForElect Director Yves de Balmann 1f
Mgmt ForForElect Director Linda Jojo 1g
Mgmt ForForElect Director Paul Joskow 1h
Mgmt ForForElect Director Robert Lawless 1i
Mgmt ForForElect Director John Richardson 1j
Mgmt ForForElect Director Mayo Shattuck, III 1k
Mgmt ForForElect Director John Young 1l
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
3
SH AgainstAgainstReport on Child Labor Audit 4
Starwood Property Trust, Inc.
Meeting Date: 04/27/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 85571B105
Ticker: STWD
Meeting ID: 1518862
Primary CUSIP: 85571B105 Primary ISIN: US85571B1052 Primary SEDOL: B3PQ520
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Richard D. Bronson Mgmt For For
Page 23 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Starwood Property Trust, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Jeffrey G. Dishner 1.2
Mgmt ForForElect Director Camille J. Douglas 1.3
Mgmt ForForElect Director Solomon J. Kumin 1.4
Mgmt ForForElect Director Fred Perpall 1.5
Mgmt ForForElect Director Fred S. Ridley 1.6
Mgmt ForForElect Director Barry S. Sternlicht 1.7
Mgmt WithholdForElect Director Strauss Zelnick 1.8
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 3
Truist Financial Corporation
Meeting Date: 04/27/2021
Record Date: 02/18/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 89832Q109
Ticker: TFC
Meeting ID: 1516903
Primary CUSIP: 89832Q109 Primary ISIN: US89832Q1094 Primary SEDOL: BKP7287
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Jennifer S. Banner Mgmt For For
Mgmt ForForElect Director K. David Boyer, Jr. 1b
Mgmt ForForElect Director Agnes Bundy Scanlan 1c
Mgmt ForForElect Director Anna R. Cablik 1d
Mgmt ForForElect Director Dallas S. Clement 1e
Mgmt ForForElect Director Paul D. Donahue 1f
Mgmt ForForElect Director Paul R. Garcia 1g
Mgmt ForForElect Director Patrick C. Graney, III 1h
Mgmt ForForElect Director Linnie M. Haynesworth 1i
Mgmt ForForElect Director Kelly S. King 1j
Mgmt ForForElect Director Easter A. Maynard 1k
Mgmt ForForElect Director Donna S. Morea 1l
Page 24 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Truist Financial Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Charles A. Patton 1m
Mgmt ForForElect Director Nido R. Qubein 1n
Mgmt AgainstForElect Director David M. Ratcliffe 1o
Mgmt ForForElect Director William H. Rogers, Jr. 1p
Mgmt ForForElect Director Frank P. Scruggs, Jr. 1q
Mgmt ForForElect Director Christine Sears 1r
Mgmt ForForElect Director Thomas E. Skains 1s
Mgmt ForForElect Director Bruce L. Tanner 1t
Mgmt ForForElect Director Thomas N. Thompson 1u
Mgmt ForForElect Director Steven C. Voorhees 1v
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Zhengzhou Yutong Bus Co., Ltd.
Meeting Date: 04/27/2021
Record Date: 04/20/2021
Country: China
Meeting Type: Annual
Primary Security ID: Y98913109
Ticker: 600066
Meeting ID: 1523745
Primary CUSIP: Y98913109 Primary ISIN: CNE000000PY4 Primary SEDOL: 6990718
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Report of the Board of Directors Mgmt For For
Mgmt ForForApprove Report of the Board of Supervisors 2
Mgmt ForForApprove Financial Statements 3
Mgmt ForForApprove Profit Distribution 4
Mgmt AgainstForApprove Related Party Transaction 5
Mgmt ForForApprove Annual Report and Summary 6
Mgmt ForForApprove to Appoint Auditors and to Fix Their Remuneration
7
Mgmt ForForApprove Change of Company Name 8
Page 25 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Zhengzhou Yutong Bus Co., Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Amendments to Articles of Association
9
Mgmt AgainstForAmend Rules and Procedures for Independent Directors
10
Mgmt ForForApprove Bill Pool Business 11
Mgmt ForForElect Guo Hui as Supervisor 12
Banco do Brasil SA
Meeting Date: 04/28/2021
Record Date:
Country: Brazil
Meeting Type: Special
Primary Security ID: P11427112
Ticker: BBAS3
Meeting ID: 1523533
Primary CUSIP: P11427112 Primary ISIN: BRBBASACNOR3 Primary SEDOL: 2328595
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Share Matching Plan Mgmt For Against
Mgmt ForForAmend Articles 2
Mgmt ForForAmend Article 21 3
Mgmt ForForAmend Articles 26 and 30 4
Mgmt ForForAmend Article 29 5
Mgmt ForForAmend Article 34 6
Mgmt ForForAmend Article 36 7
Mgmt ForForAmend Article 39 8
Mgmt ForForAmend Article 41 9
Banco do Brasil SA
Meeting Date: 04/28/2021
Record Date:
Country: Brazil
Meeting Type: Annual
Primary Security ID: P11427112
Ticker: BBAS3
Meeting ID: 1523534
Primary CUSIP: P11427112 Primary ISIN: BRBBASACNOR3 Primary SEDOL: 2328595
Page 26 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Banco do Brasil SA
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Shareholders Must Vote For Only Eight of the Candidates Under Items 1.1-1.10
Mgmt
Mgmt ForForElect Aramis Sa de Andrade as Director 1.1
Mgmt ForForElect Debora Cristina Fonseca as Director (Employee Representative)
1.2
Mgmt ForForElect Fausto de Andrade Ribeiro as Director 1.3
Mgmt ForForElect Ieda Aparecida de Moura Cagni as Director
1.4
Mgmt ForForElect Waldery Rodrigues Junior as Director 1.5
Mgmt ForForElect Walter Eustaquio Ribeiro as Director 1.6
SH AbstainNoneElect Fernando Florencio Campos as Director as Minority Representative Under Majority Board Election
1.7
SH ForNoneElect Paulo Roberto Evangelista de Lima as Director as Minority Representative Under Majority Board Election
1.8
SH ForNoneElect Rachel de Oliveira Maia as Director as Minority Representative Under Majority Board Election
1.9
SH AbstainNoneElect Robert Jueneman as Director as Minority Representative Under Majority Board Election
1.10
Mgmt AbstainNoneIn Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below?
2
MgmtIF CUMULATIVE VOTE IS ADOPTED - If Voting FOR Item 2: Votes Are Distributed in Equal % Amongst Nominees Voted FOR. An AGAINST Vote Is Required If Supporting Candidate(s) Under Cumulative and Not Supporting Any Director(s)/Slate Under Majority Voting
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Aramis Sa de Andrade as Director
3.1
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Debora Cristina Fonseca as Director (Employee Representative)
3.2
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Fausto de Andrade Ribeiro as Director
3.3
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Ieda Aparecida de Moura Cagni as Director
3.4
Page 27 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Banco do Brasil SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Waldery Rodrigues Junior as Director
3.5
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Walter Eustaquio Ribeiro as Director
3.6
SH AbstainNonePercentage of Votes to Be Assigned - Elect Fernando Florencio Campos as Director Appointed by Minority Shareholder
3.7
SH AbstainNonePercentage of Votes to Be Assigned - Elect Paulo Roberto Evangelista de Lima as Independent Director Appointed by Minority Shareholder
3.8
SH AbstainNonePercentage of Votes to Be Assigned - Elect Rachel de Oliveira Maia as Director Appointed by Minority Shareholder
3.9
SH AbstainNonePercentage of Votes to Be Assigned - Elect Robert Jueneman as Director as Minority Representative Under Majority Board Election
3.10
Mgmt ForForElect Lucas Pereira do Couto Ferraz as Fiscal Council Member
4.1
Mgmt ForForElect Rafael Cavalcanti de Araujo as Fiscal Council Member and Lena Oliveira de Carvalho as Alternate
4.2
Mgmt ForForElect Samuel Yoshiaki Oliveira Kinoshita as Fiscal Council Member
4.3
SH ForNoneElect Aloisio Macario Ferreira de Souza as Fiscal Council Member and Tiago Brasil Rocha as Alternate as Minority Representative Under Majority Fiscal Council Election
4.4
SH ForNoneElect Carlos Alberto Rechelo Neto as Fiscal Council Member and Sueli Berselli Marinho as Alternate as Minority Representative Under Majority Fiscal Council Election
4.5
Mgmt ForForAccept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2020
5
Mgmt ForForApprove Allocation of Income and Dividends 6
Mgmt ForForApprove Remuneration of Company's Management
7
Mgmt ForForApprove Remuneration of Fiscal Council Members
8
Mgmt ForForApprove Remuneration of Audit Committee Members
9
Mgmt AbstainNoneDo You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law?
10
Page 28 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Banco do Brasil SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForNoneAs an Ordinary Shareholder, Would You like to Request a Separate Minority Election of a Member of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law?
11
BIM Birlesik Magazalar AS
Meeting Date: 04/28/2021
Record Date:
Country: Turkey
Meeting Type: Annual
Primary Security ID: M2014F102
Ticker: BIMAS
Meeting ID: 1518700
Primary CUSIP: M2014F102 Primary ISIN: TREBIMM00018 Primary SEDOL: B0D0006
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Annual Meeting Agenda Mgmt
Mgmt ForForOpen Meeting, Elect Presiding Council of Meeting and Authorize Presiding Council to Sign Minutes of Meeting
1
Mgmt ForForAccept Board Report 2
Mgmt ForForAccept Audit Report 3
Mgmt ForForAccept Financial Statements 4
Mgmt ForForApprove Discharge of Board 5
Mgmt ForForApprove Allocation of Income 6
Mgmt ForForElect Directors and Approve Their Remuneration
7
Mgmt ForForGrant Permission for Board Members to Engage in Commercial Transactions with Company and Be Involved with Companies with Similar Corporate Purpose and Receive Information in Accordance to Article 1.3.6 of Corporate Governance Principles
8
MgmtReceive Information on Donations Made in 2020
9
MgmtReceive Information on Guarantees, Pledges and Mortgages Provided to Third Parties
10
Mgmt ForForRatify External Auditors 11
MgmtWishes 12
Page 29 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
British American Tobacco plc
Meeting Date: 04/28/2021
Record Date: 04/26/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G1510J102
Ticker: BATS
Meeting ID: 1479262
Primary CUSIP: G1510J102 Primary ISIN: GB0002875804 Primary SEDOL: 0287580
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt AgainstForApprove Remuneration Report 2
Mgmt ForForReappoint KPMG LLP as Auditors 3
Mgmt ForForAuthorise the Audit Committee to Fix Remuneration of Auditors
4
Mgmt ForForRe-elect Luc Jobin as Director 5
Mgmt ForForRe-elect Jack Bowles as Director 6
Mgmt ForForRe-elect Tadeu Marroco as Director 7
Mgmt ForForRe-elect Sue Farr as Director 8
Mgmt AbstainForRe-elect Jeremy Fowden as Director 9
Mgmt ForForRe-elect Dr Marion Helmes as Director 10
Mgmt ForForRe-elect Holly Keller Koeppel as Director 11
Mgmt ForForRe-elect Savio Kwan as Director 12
Mgmt ForForRe-elect Dimitri Panayotopoulos as Director 13
Mgmt ForForElect Karen Guerra as Director 14
Mgmt ForForElect Darrell Thomas as Director 15
Mgmt ForForAuthorise Issue of Equity 16
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights
17
Mgmt ForForAuthorise Market Purchase of Ordinary Shares 18
Mgmt ForForAuthorise UK Political Donations and Expenditure
19
Mgmt ForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
20
Page 30 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Cigna Corporation
Meeting Date: 04/28/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 125523100
Ticker: CI
Meeting ID: 1519631
Primary CUSIP: 125523100 Primary ISIN: US1255231003 Primary SEDOL: BHJ0775
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director David M. Cordani Mgmt For For
Mgmt ForForElect Director William J. DeLaney 1b
Mgmt ForForElect Director Eric J. Foss 1c
Mgmt ForForElect Director Elder Granger 1d
Mgmt ForForElect Director Isaiah Harris, Jr. 1e
Mgmt ForForElect Director George Kurian 1f
Mgmt ForForElect Director Kathleen M. Mazzarella 1g
Mgmt ForForElect Director Mark B. McClellan 1h
Mgmt ForForElect Director John M. Partridge 1i
Mgmt ForForElect Director Kimberly A. Ross 1j
Mgmt ForForElect Director Eric C. Wiseman 1k
Mgmt ForForElect Director Donna F. Zarcone 1l
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForAmend Omnibus Stock Plan 3
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
4
SH ForAgainstProvide Right to Act by Written Consent 5
SH AgainstAgainstReport on Gender Pay Gap 6
SH AgainstAgainstDisclose Board Matrix Including Ideological Perspectives
7
Eaton Corporation plc
Meeting Date: 04/28/2021
Record Date: 03/01/2021
Country: Ireland
Meeting Type: Annual
Primary Security ID: G29183103
Ticker: ETN
Meeting ID: 1519391
Primary CUSIP: G29183103 Primary ISIN: IE00B8KQN827 Primary SEDOL: B8KQN82
Page 31 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Eaton Corporation plc
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Craig Arnold Mgmt For For
Mgmt ForForElect Director Christopher M. Connor 1b
Mgmt ForForElect Director Olivier Leonetti 1c
Mgmt ForForElect Director Deborah L. McCoy 1d
Mgmt ForForElect Director Silvio Napoli 1e
Mgmt ForForElect Director Gregory R. Page 1f
Mgmt ForForElect Director Sandra Pianalto 1g
Mgmt ForForElect Director Lori J. Ryerkerk 1h
Mgmt ForForElect Director Gerald B. Smith 1i
Mgmt ForForElect Director Dorothy C. Thompson 1j
Mgmt ForForApprove Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForAuthorize Issue of Equity with Pre-emptive Rights
4
Mgmt ForForAuthorize Issue of Equity without Pre-emptive Rights
5
Mgmt ForForAuthorize Share Repurchase of Issued Share Capital
6
ENGIE Brasil Energia SA
Meeting Date: 04/28/2021
Record Date:
Country: Brazil
Meeting Type: Annual
Primary Security ID: P37625103
Ticker: EGIE3
Meeting ID: 1522084
Primary CUSIP: P37625103 Primary ISIN: BREGIEACNOR9 Primary SEDOL: BD1WX84
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2020
Mgmt For For
Mgmt ForForApprove Capital Budget 2
Page 32 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
ENGIE Brasil Energia SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Allocation of Income and Dividends 3
Mgmt ForForApprove Employees' Bonuses 4
Mgmt ForForApprove Remuneration of Company's Management
5
Mgmt ForNoneDo You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law?
6
HCA Healthcare, Inc.
Meeting Date: 04/28/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 40412C101
Ticker: HCA
Meeting ID: 1519636
Primary CUSIP: 40412C101 Primary ISIN: US40412C1018 Primary SEDOL: B4MGBG6
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Thomas F. Frist, III Mgmt For For
Mgmt ForForElect Director Samuel N. Hazen 1b
Mgmt ForForElect Director Meg G. Crofton 1c
Mgmt ForForElect Director Robert J. Dennis 1d
Mgmt ForForElect Director Nancy-Ann DeParle 1e
Mgmt ForForElect Director William R. Frist 1f
Mgmt ForForElect Director Charles O. Holliday, Jr. 1g
Mgmt ForForElect Director Michael W. Michelson 1h
Mgmt ForForElect Director Wayne J. Riley 1i
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForAgainstProvide Right to Act by Written Consent 4
SH AgainstAgainstAssess Feasibility of Increasing the Impact of the Company's Performance on Quality Metrics for Senior Executive Compensation
5
Page 33 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
NatWest Group Plc
Meeting Date: 04/28/2021
Record Date: 04/26/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G6422B105
Ticker: NWG
Meeting ID: 1505109
Primary CUSIP: G6422B105 Primary ISIN: GB00B7T77214 Primary SEDOL: B7T7721
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt ForForApprove Remuneration Report 2
Mgmt ForForApprove Final Dividend 3
Mgmt ForForRe-elect Howard Davies as Director 4
Mgmt ForForRe-elect Alison Rose-Slade as Director 5
Mgmt ForForRe-elect Katie Murray as Director 6
Mgmt ForForRe-elect Frank Dangeard as Director 7
Mgmt ForForRe-elect Patrick Flynn as Director 8
Mgmt ForForRe-elect Morten Friis as Director 9
Mgmt ForForRe-elect Robert Gillespie as Director 10
Mgmt ForForRe-elect Yasmin Jetha as Director 11
Mgmt ForForRe-elect Mike Rogers as Director 12
Mgmt ForForRe-elect Mark Seligman as Director 13
Mgmt ForForRe-elect Lena Wilson as Director 14
Mgmt ForForReappoint Ernst & Young LLP as Auditors 15
Mgmt ForForAuthorise the Group Audit Committee to Fix Remuneration of Auditors
16
Mgmt ForForAuthorise Issue of Equity 17
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights
18
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
19
Mgmt ForForAuthorise Issue of Equity in Connection with Equity Convertible Notes
20
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with Equity Convertible Notes
21
Page 34 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
NatWest Group Plc
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
22
Mgmt ForForAuthorise UK Political Donations and Expenditure
23
Mgmt ForForAuthorise Market Purchase of Ordinary Shares 24
Mgmt ForForAuthorise Off-Market Purchase of Ordinary Shares
25
Mgmt ForForAuthorise Off-Market Purchase of Preference Shares
26
Mgmt ForForAdopt New Articles of Association 27
Mgmt ForForAuthorise Board to Offer Scrip Dividend 28
Schneider Electric SE
Meeting Date: 04/28/2021
Record Date: 04/26/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F86921107
Ticker: SU
Meeting ID: 1519876
Primary CUSIP: F86921107 Primary ISIN: FR0000121972 Primary SEDOL: 4834108
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForApprove Treatment of Losses and Dividends of EUR 2.60 per Share
3
Mgmt ForForApprove Auditors' Special Report on Related-Party Transactions Mentionning the Absence of New Transactions
4
Mgmt ForForApprove Compensation Report of Corporate Officers
5
Mgmt ForForApprove Compensation of Jean-Pascal Tricoire, Chairman and CEO
6
Mgmt ForForApprove Remuneration Policy of Chairman and CEO
7
Mgmt ForForApprove Remuneration Policy of Directors 8
Mgmt ForForReelect Jean-Pascal Tricoire as Director 9
Page 35 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Schneider Electric SE
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Anna Ohlsson-Leijon as Director 10
Mgmt AgainstAgainstElect Thierry Jacquet as Representative of Employee Shareholders to the Board
11
Mgmt AgainstAgainstElect Zennia Csikos as Representative of Employee Shareholders to the Board
12
Mgmt ForForReelect Xiaoyun Ma as Representative of Employee Shareholders to the Board
13
Mgmt AgainstAgainstElect Malene Kvist Kristensen as Representative of Employee Shareholders to the Board
14
Mgmt ForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
15
MgmtExtraordinary Business
Mgmt ForForAuthorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 800 Million
16
Mgmt ForForAuthorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights up to Aggregate Nominal Amount of EUR 224 Million
17
Mgmt ForForApprove Issuance of Equity or Equity-Linked Securities for Private Placements up to Aggregate Nominal Amount of EUR 120 Million
18
Mgmt ForForAuthorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Under Items 16-18
19
Mgmt ForForAuthorize Capital Increase of up to 9.88 Percent of Issued Capital for Contributions in Kind
20
Mgmt ForForAuthorize Capitalization of Reserves of Up to EUR 800 Million for Bonus Issue or Increase in Par Value
21
Mgmt ForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
22
Mgmt ForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries
23
Mgmt ForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
24
Mgmt ForForAmend Article 13 of Bylaws Re: Editorial Change
25
Page 36 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Schneider Electric SE
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAuthorize Filing of Required Documents/Other Formalities
26
Danone SA
Meeting Date: 04/29/2021
Record Date: 04/27/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F12033134
Ticker: BN
Meeting ID: 1519872
Primary CUSIP: F12033134 Primary ISIN: FR0000120644 Primary SEDOL: B1Y9TB3
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForApprove Consolidated Financial Statements and Statutory Reports
2
Mgmt ForForApprove Allocation of Income and Dividends of EUR 1.94 per Share
3
Mgmt ForForReelect Guido Barilla as Director 4
Mgmt ForForReelect Cecile Cabanis as Director 5
Mgmt ForForReelect Michel Landel as Director 6
Mgmt ForForReelect Serpil Timuray as Director 7
Mgmt ForForRatify Appointment of Gilles Schnepp as Director
8
Mgmt ForForApprove Auditors' Special Report on Related-Party Transactions
9
Mgmt ForForApprove Compensation Report of Corporate Officers
10
Mgmt ForForApprove Compensation of Emmanuel Faber, Chairman and CEO
11
Mgmt ForForApprove Remuneration Policy of Corporate Officers
12
Mgmt ForForApprove Remuneration of Directors Aggregate Amount of EUR 1.25 Million
13
Mgmt ForForApprove Remuneration Policy of Directors 14
Mgmt ForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
15
Page 37 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Danone SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
MgmtExtraordinary Business
Mgmt ForForAuthorize Issuance of Equity or Equity-Linked Securities with Preemptive Rights up to Aggregate Nominal Amount of EUR 60 Million
16
Mgmt ForForAuthorize Issuance of Equity or Equity-Linked Securities without Preemptive Rights with Binding Priority Right up to Aggregate Nominal Amount of EUR 17 Million
17
Mgmt ForForAuthorize Board to Increase Capital in the Event of Additional Demand Related to Delegation Submitted to Shareholder Vote Above
18
Mgmt ForForAuthorize Capital Increase of Up to EUR 17 Million for Future Exchange Offers
19
Mgmt ForForAuthorize Capital Increase of up to 10 Percent of Issued Capital for Contributions in Kind
20
Mgmt ForForAuthorize Capitalization of Reserves of Up to EUR 43 Million for Bonus Issue or Increase in Par Value
21
Mgmt ForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans
22
Mgmt ForForAuthorize Capital Issuances for Use in Employee Stock Purchase Plans Reserved for Employees of International Subsidiaries
23
Mgmt ForForAuthorize up to 0.2 Percent of Issued Capital for Use in Restricted Stock Plans
24
Mgmt ForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
25
MgmtOrdinary Business
Mgmt ForForAuthorize Filing of Required Documents/Other Formalities
26
Mgmt ForForApprove Remuneration Policy of Executive Corporate Officers
27
Mgmt ForForApprove Compensation Report of Emmanuel Faber, Chairman and CEO Until 14 March 2021
28
MgmtShareholder Proposals
SHRequest Directors to Present to Shareholders the Following: Strategic Vision for the Group; Position on Corporate Purpose; Approach to Environmental Matters; Opinion on Companys Governance Organization
29
Page 38 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Kimberly-Clark Corporation
Meeting Date: 04/29/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 494368103
Ticker: KMB
Meeting ID: 1512930
Primary CUSIP: 494368103 Primary ISIN: US4943681035 Primary SEDOL: 2491839
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director John W. Culver Mgmt For For
Mgmt ForForElect Director Robert W. Decherd 1.2
Mgmt ForForElect Director Michael D. Hsu 1.3
Mgmt ForForElect Director Mae C. Jemison 1.4
Mgmt ForForElect Director S. Todd Maclin 1.5
Mgmt AgainstForElect Director Sherilyn S. McCoy 1.6
Mgmt ForForElect Director Christa S. Quarles 1.7
Mgmt ForForElect Director Ian C. Read 1.8
Mgmt ForForElect Director Dunia A. Shive 1.9
Mgmt ForForElect Director Mark T. Smucker 1.10
Mgmt ForForElect Director Michael D. White 1.11
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForApprove Omnibus Stock Plan 4
Mgmt ForForApprove Non-Employee Director Omnibus Stock Plan
5
Mgmt ForForReduce Ownership Threshold for Shareholders to Call Special Meeting
6
SH ForAgainstProvide Right to Act by Written Consent 7
The Goldman Sachs Group, Inc.
Meeting Date: 04/29/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 38141G104
Ticker: GS
Meeting ID: 1519456
Primary CUSIP: 38141G104 Primary ISIN: US38141G1040 Primary SEDOL: 2407966
Page 39 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
The Goldman Sachs Group, Inc.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director M. Michele Burns Mgmt For For
Mgmt ForForElect Director Drew G. Faust 1b
Mgmt ForForElect Director Mark A. Flaherty 1c
Mgmt ForForElect Director Ellen J. Kullman 1d
Mgmt ForForElect Director Lakshmi N. Mittal 1e
Mgmt ForForElect Director Adebayo O. Ogunlesi 1f
Mgmt ForForElect Director Peter Oppenheimer 1g
Mgmt ForForElect Director David M. Solomon 1h
Mgmt ForForElect Director Jan E. Tighe 1i
Mgmt ForForElect Director Jessica R. Uhl 1j
Mgmt ForForElect Director David A. Viniar 1k
Mgmt ForForElect Director Mark O. Winkelman 1l
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt AgainstForAmend Omnibus Stock Plan 3
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
4
SH ForAgainstProvide Right to Act by Written Consent 5
SH ForAgainstReport on the Impacts of Using Mandatory Arbitration
6
SH AgainstAgainstAmend Certificate of Incorporation to Become a Public Benefit Corporation
7
SH ForAgainstReport on Racial Equity Audit 8
Transmissora Alianca de Energia Eletrica SA
Meeting Date: 04/29/2021
Record Date:
Country: Brazil
Meeting Type: Annual
Primary Security ID: P9T5CD126
Ticker: TAEE11
Meeting ID: 1525137
Primary CUSIP: P9T5CD126 Primary ISIN: BRTAEECDAM10 Primary SEDOL: B1G8KX7
Page 40 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Transmissora Alianca de Energia Eletrica SA
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Meeting for Holders of Units Mgmt
Mgmt ForForAccept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2020
1
Mgmt ForForApprove Allocation of Income and Dividends 2
Mgmt AbstainNoneDo You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law?
3
Mgmt ForForElect Bernardo Vargas Gibsone as Director 4.1
Mgmt ForForElect Celso Maia de Barros as Independent Director
4.2
Mgmt ForForElect Cesar Augusto Ramirez Rojas as Director
4.3
Mgmt ForForElect Fernando Augusto Rojas Pinto as Director
4.4
Mgmt ForForElect Fernando Bunker Gentil as Director 4.5
Mgmt ForForElect Hermes Jorge Chipp as Independent Director
4.6
Mgmt ForForElect Reynaldo Passanezi Filho as Director 4.7
Mgmt ForForElect Jose Joao Abdalla Filho as Director 4.8
Mgmt ForForElect Reinaldo Le Grazie as Director 4.9
Mgmt ForForElect Jose Reinaldo Magalhaes as Director 4.10
Mgmt ForForElect Daniel Faria Costa as Director 4.11
Mgmt ForForElect Francois Moreau as Independent Director
4.12
Mgmt ForForElect Luis Augusto Barcelos Barbosa as Independent Director
4.13
Mgmt AbstainNoneIn Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below?
5
MgmtIF CUMULATIVE VOTE IS ADOPTED - If Voting FOR Item 5: Votes Are Distributed in Equal % Amongst Nominees Voted FOR. An AGAINST Vote Is Required If Supporting Candidate(s) Under Cumulative and Not Supporting Any Director(s)/Slate Under Majority Voting
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Bernardo Vargas Gibsone as Director
6.1
Page 41 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Transmissora Alianca de Energia Eletrica SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Celso Maia de Barros as Independent Director
6.2
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Cesar Augusto Ramirez Rojas as Director
6.3
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Fernando Augusto Rojas Pinto as Director
6.4
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Fernando Bunker Gentil as Director
6.5
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Hermes Jorge Chipp as Independent Director
6.6
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Reynaldo Passanezi Filho as Director
6.7
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Jose Joao Abdalla Filho as Director
6.8
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Reinaldo Le Grazie as Director
6.9
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Jose Reinaldo Magalhaes as Director
6.10
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Daniel Faria Costa as Director
6.11
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Francois Moreau as Independent Director
6.12
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Luis Augusto Barcelos Barbosa as Independent Director
6.13
Mgmt ForForFix Number of Fiscal Council Members at Minimum Three and Maximum Five Members
7
Mgmt AbstainForElect Manuel Domingues de Jesus e Pinho as Fiscal Council Member and Joao Henrique de Souza Brum as Alternate
8.1
Mgmt AbstainForElect Custodio Antonio de Mattos as Fiscal Council Member and Eduardo Jose de Souza as Alternate
8.2
Mgmt AbstainForElect Julia Figueiredo Goytacaz SantAnna as Fiscal Council Member and Luiz Felipe da SilvaVeloso as Alternate
8.3
SH AbstainNoneElect Luis Antonio Esteves Noel as Fiscal Council Member and Joao Vicente Silva Machado as Alternate Appointed by Minority Shareholder
9
SH ForNoneElect Marcello Joaquim Pacheco as Fiscal Council Member and Alberto Jorge Oliveira da Costa as Alternate Appointed by Minority Shareholder
10
Page 42 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Transmissora Alianca de Energia Eletrica SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
SH AbstainNoneElect Luciano Luiz Barsi as Fiscal Council Member and Michele da Silva Gonsales Torres as Alternate Appointed by Preferred Shareholder
11
SH ForNoneElect Murici dos Santos as Fiscal Council Member and Renato Venicius da Silva as Alternate Appointed by Preferred Shareholder
12
Mgmt AgainstForApprove Remuneration of Company's Management
13
Mgmt ForForApprove Remuneration of Fiscal Council Members
14
AltaGas Ltd.
Meeting Date: 04/30/2021
Record Date: 03/11/2021
Country: Canada
Meeting Type: Annual
Primary Security ID: 021361100
Ticker: ALA
Meeting ID: 1503319
Primary CUSIP: 021361100 Primary ISIN: CA0213611001 Primary SEDOL: B43WJC5
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration
Mgmt For For
Mgmt ForForElect Director Victoria A. Calvert 2.1
Mgmt ForForElect Director David W. Cornhill 2.2
Mgmt ForForElect Director Randall L. Crawford 2.3
Mgmt ForForElect Director Jon-Al Duplantier 2.4
Mgmt ForForElect Director Robert B. Hodgins 2.5
Mgmt ForForElect Director Cynthia Johnston 2.6
Mgmt ForForElect Director Pentti O. Karkkainen 2.7
Mgmt ForForElect Director Phillip R. Knoll 2.8
Mgmt ForForElect Director Terry D. McCallister 2.9
Mgmt ForForElect Director Linda G. Sullivan 2.10
Mgmt ForForElect Director Nancy G. Tower 2.11
Mgmt ForForAdvisory Vote on Executive Compensation Approach
3
Page 43 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Aptiv PLC
Meeting Date: 04/30/2021
Record Date: 03/02/2021
Country: Jersey
Meeting Type: Annual
Primary Security ID: G6095L109
Ticker: APTV
Meeting ID: 1516894
Primary CUSIP: G6095L109 Primary ISIN: JE00B783TY65 Primary SEDOL: B783TY6
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Kevin P. Clark Mgmt For For
Mgmt ForForElect Director Richard L. Clemmer 1b
Mgmt ForForElect Director Nancy E. Cooper 1c
Mgmt ForForElect Director Nicholas M. Donofrio 1d
Mgmt ForForElect Director Rajiv L. Gupta 1e
Mgmt ForForElect Director Joseph L. Hooley 1f
Mgmt ForForElect Director Merit E. Janow 1g
Mgmt ForForElect Director Sean O. Mahoney 1h
Mgmt ForForElect Director Paul M. Meister 1i
Mgmt ForForElect Director Robert K. Ortberg 1j
Mgmt ForForElect Director Colin J. Parris 1k
Mgmt ForForElect Director Ana G. Pinczuk 1l
Mgmt ForForApprove Ernst & Young LLP as Auditors and Authorize Board to Fix Their Remuneration
2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Vale SA
Meeting Date: 04/30/2021
Record Date:
Country: Brazil
Meeting Type: Annual
Primary Security ID: P9661Q155
Ticker: VALE3
Meeting ID: 1502995
Primary CUSIP: P9661Q155 Primary ISIN: BRVALEACNOR0 Primary SEDOL: 2196286
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports for Fiscal Year Ended Dec. 31, 2020
Mgmt For For
Mgmt ForForApprove Allocation of Income and Dividends 2
Page 44 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Vale SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForFix Number of Directors at 13 3
Mgmt AbstainNoneDo You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law?
4
MgmtShareholders Must Vote For Only 12 of the Candidates Under Items 5.1-5.16
Mgmt ForForElect Jose Luciano Duarte Penido as Independent Director
5.1
Mgmt ForForElect Fernando Jorge Buso Gomes as Director 5.2
Mgmt ForForElect Clinton James Dines as Independent Director
5.3
Mgmt ForForElect Eduardo de Oliveira Rodrigues Filho as Director
5.4
Mgmt ForForElect Elaine Dorward-King as Independent Director
5.5
Mgmt ForForElect Jose Mauricio Pereira Coelho as Director 5.6
Mgmt AgainstForElect Ken Yasuhara as Director 5.7
Mgmt ForForElect Manuel Lino Silva de Sousa Oliveira (Ollie Oliveira) as Independent Director
5.8
Mgmt ForForElect Maria Fernanda dos Santos Teixeira as Independent Director
5.9
Mgmt ForForElect Murilo Cesar Lemos dos Santos Passos as Independent Director
5.10
Mgmt ForForElect Roger Allan Downey as Independent Director
5.11
Mgmt ForForElect Sandra Maria Guerra de Azevedo as Independent Director
5.12
SH AbstainNoneElect Marcelo Gasparino da Silva as Independent Director Appointed by Shareholders
5.13
SH AbstainNoneElect Mauro Gentile Rodrigues da Cunha as Independent Director Appointed by Shareholders
5.14
SH AbstainNoneElect Roberto da Cunha Castello Branco as Independent Director Appointed by Shareholders
5.15
SH ForNoneElect Rachel de Oliveira Maia as Independent Director Appointed by Shareholders
5.16
Mgmt ForNoneIn Case Cumulative Voting Is Adopted, Do You Wish to Equally Distribute Your Votes Amongst the Nominees below?
6
Page 45 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Vale SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
MgmtIF CUMULATIVE VOTE IS ADOPTED - If Voting FOR Item 6: Votes Are Distributed in Equal % Amongst Nominees Voted FOR. An AGAINST Vote Is Required If Supporting Candidate(s) Under Cumulative and Not Supporting Any Director(s)/Slate Under Majority Voting
Mgmt ForNonePercentage of Votes to Be Assigned - Elect Jose Luciano Duarte Penido as Independent Director
7.1
Mgmt ForNonePercentage of Votes to Be Assigned - Elect Fernando Jorge Buso Gomes as Director
7.2
Mgmt ForNonePercentage of Votes to Be Assigned - Elect Clinton James Dines as Independent Director
7.3
Mgmt ForNonePercentage of Votes to Be Assigned - Elect Eduardo de Oliveira Rodrigues Filho as Director
7.4
Mgmt ForNonePercentage of Votes to Be Assigned - Elect Elaine Dorward-King as Independent Director
7.5
Mgmt ForNonePercentage of Votes to Be Assigned - Elect Jose Mauricio Pereira Coelho as Director
7.6
Mgmt AbstainNonePercentage of Votes to Be Assigned - Elect Ken Yasuhara as Director
7.7
Mgmt ForNonePercentage of Votes to Be Assigned - Elect Manuel Lino Silva de Sousa Oliveira (Ollie Oliveira) as Independent Director
7.8
Mgmt ForNonePercentage of Votes to Be Assigned - Elect Maria Fernanda dos Santos Teixeira as Independent Director
7.9
Mgmt ForNonePercentage of Votes to Be Assigned - Elect Murilo Cesar Lemos dos Santos Passos as Independent Director
7.10
Mgmt ForNonePercentage of Votes to Be Assigned - Elect Roger Allan Downey as Independent Director
7.11
Mgmt ForNonePercentage of Votes to Be Assigned - Elect Sandra Maria Guerra de Azevedo as Independent Director
7.12
SH AbstainNonePercentage of Votes to Be Assigned - Elect Marcelo Gasparino da Silva as Independent Director Appointed by Shareholders
7.13
SH AbstainNonePercentage of Votes to Be Assigned - Elect Mauro Gentile Rodrigues da Cunha as Independent Director Appointed by Shareholders
7.14
Page 46 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Vale SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
SH AbstainNonePercentage of Votes to Be Assigned - Elect Roberto da Cunha Castello Branco as Independent Director Appointed by Shareholders
7.15
SH ForNonePercentage of Votes to Be Assigned - Elect Rachel de Oliveira Maia as Independent Director Appointed by Shareholders
7.16
MgmtShareholders Who Vote In Favor of Item 8 Must Disregard Item 9. If Shareholder Votes In Favor on Items 8 and 9, His Vote Will Be Counted as an Abstention
Mgmt ForForElect Jose Luciano Duarte Penido as Board Chairman
8
MgmtShareholders Who Vote In Favor of Item 9 Must Disregard Item 8. If Shareholder Votes In Favor on Items 8 and 9, His Vote Will Be Counted as an Abstention
SH AbstainNoneElect Roberto da Cunha Castello Branco as Board Chairman Appointed by Shareholders
9
MgmtShareholders Who Vote In Favor of Item 10 Must Disregard Item 11. If Shareholder Votes In Favor on Items 10 and 11, His Vote Will Be Counted as an Abstention
Mgmt ForForElect Fernando Jorge Buso Gomes as Board Vice-Chairman
10
MgmtShareholders Who Vote In Favor of Item 11 Must Disregard Item 10. If Shareholder Votes In Favor on Items 10 and 11, His Vote Will Be Counted as an Abstention
SH AbstainNoneElect Mauro Gentile Rodrigues da Cunha as Board Vice-Chairman Appointed by Shareholders
11
Mgmt ForForElect Cristina Fontes Doherty as Fiscal Council Member and Nelson de Menezes Filho as Alternate
12.1
Mgmt ForForElect Marcus Vinicius Dias Severini as Fiscal Council Member and Vera Elias as Alternate
12.2
Mgmt ForForElect Marcelo Moraes as Fiscal Council Member
12.3
Mgmt ForForElect Raphael Manhaes Martins as Fiscal Council Member and Adriana de Andrade Sole as Alternate
12.4
Mgmt AgainstForApprove Remuneration of Company's Management and Fiscal Council
13
Page 47 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Vale SA
Meeting Date: 04/30/2021
Record Date:
Country: Brazil
Meeting Type: Special
Primary Security ID: P9661Q155
Ticker: VALE3
Meeting ID: 1517562
Primary CUSIP: P9661Q155 Primary ISIN: BRVALEACNOR0 Primary SEDOL: 2196286
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Amend Restricted Stock Plan Mgmt For For
Mgmt ForForApprove Agreement to Absorb Companhia Paulista de Ferroligas (CPFL) and Valesul Aluminio S.A. (Valesul)
2
Mgmt ForForRatify Macso Legate Auditores Independentes (Macso) as Independent Firm to Appraise Proposed Transaction
3
Mgmt ForForApprove Independent Firm's Appraisal 4
Mgmt ForForApprove Absorption of Companhia Paulista de Ferroligas (CPFL) and Valesul Aluminio S.A. (Valesul) without Capital Increase and without Issuance of Shares
5
Mgmt ForForApprove Agreement for Partial Spin-Off of Mineracoes Brasileiras Reunidas S.A. (MBR) and Absorption of Partial Spun-Off Assets
6
Mgmt ForForRatify Macso Legate Auditores Independentes (Macso) as Independent Firm to Appraise Proposed Transaction
7
Mgmt ForForApprove Independent Firm's Appraisal 8
Mgmt ForForApprove Absorption of Spun-Off Assets without Capital Increase and without Issuance of Shares
9
Eli Lilly and Company
Meeting Date: 05/03/2021
Record Date: 02/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 532457108
Ticker: LLY
Meeting ID: 1519635
Primary CUSIP: 532457108 Primary ISIN: US5324571083 Primary SEDOL: 2516152
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Katherine Baicker Mgmt For For
Mgmt ForForElect Director J. Erik Fyrwald 1b
Page 48 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Eli Lilly and Company
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Jamere Jackson 1c
Mgmt ForForElect Director Gabrielle Sulzberger 1d
Mgmt AgainstForElect Director Jackson P. Tai 1e
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForDeclassify the Board of Directors 4
Mgmt ForForEliminate Supermajority Vote Requirement 5
SH ForAgainstReport on Lobbying Payments and Policy 6
SH ForAgainstRequire Independent Board Chair 7
SH ForAgainstAdopt Policy on Bonus Banking 8
SH ForAgainstClawback Disclosure of Recoupment Activity from Senior Officers
9
Brunswick Corporation
Meeting Date: 05/05/2021
Record Date: 03/10/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 117043109
Ticker: BC
Meeting ID: 1519384
Primary CUSIP: 117043109 Primary ISIN: US1170431092 Primary SEDOL: 2149309
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Nancy E. Cooper Mgmt For For
Mgmt ForForElect Director David C. Everitt 1b
Mgmt ForForElect Director Reginald Fils-Aime 1c
Mgmt ForForElect Director Lauren P. Flaherty 1d
Mgmt ForForElect Director David M. Foulkes 1e
Mgmt ForForElect Director Joseph W. McClanathan 1f
Mgmt ForForElect Director David V. Singer 1g
Mgmt ForForElect Director Jane L. Warner 1h
Mgmt ForForElect Director J. Steven Whisler 1i
Mgmt ForForElect Director Roger J. Wood 1j
Page 49 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Brunswick Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 3
Danaher Corporation
Meeting Date: 05/05/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 235851102
Ticker: DHR
Meeting ID: 1521878
Primary CUSIP: 235851102 Primary ISIN: US2358511028 Primary SEDOL: 2250870
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Rainer M. Blair Mgmt For For
Mgmt ForForElect Director Linda Hefner Filler 1b
Mgmt ForForElect Director Teri List 1c
Mgmt ForForElect Director Walter G. Lohr, Jr. 1d
Mgmt ForForElect Director Jessica L. Mega 1e
Mgmt ForForElect Director Mitchell P. Rales 1f
Mgmt ForForElect Director Steven M. Rales 1g
Mgmt ForForElect Director Pardis C. Sabeti 1h
Mgmt ForForElect Director John T. Schwieters 1i
Mgmt ForForElect Director Alan G. Spoon 1j
Mgmt ForForElect Director Raymond C. Stevens 1k
Mgmt ForForElect Director Elias A. Zerhouni 1l
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
4
Page 50 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
PepsiCo, Inc.
Meeting Date: 05/05/2021
Record Date: 03/01/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 713448108
Ticker: PEP
Meeting ID: 1521469
Primary CUSIP: 713448108 Primary ISIN: US7134481081 Primary SEDOL: 2681511
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Segun Agbaje Mgmt For For
Mgmt ForForElect Director Shona L. Brown 1b
Mgmt ForForElect Director Cesar Conde 1c
Mgmt ForForElect Director Ian Cook 1d
Mgmt ForForElect Director Dina Dublon 1e
Mgmt ForForElect Director Michelle Gass 1f
Mgmt ForForElect Director Ramon L. Laguarta 1g
Mgmt ForForElect Director Dave Lewis 1h
Mgmt ForForElect Director David C. Page 1i
Mgmt ForForElect Director Robert C. Pohlad 1j
Mgmt ForForElect Director Daniel Vasella 1k
Mgmt ForForElect Director Darren Walker 1l
Mgmt ForForElect Director Alberto Weisser 1m
Mgmt ForForRatify KPMG LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
4
SH AgainstAgainstReport on Sugar and Public Health 5
SH AgainstAgainstReport on External Public Health Costs 6
Philip Morris International Inc.
Meeting Date: 05/05/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 718172109
Ticker: PM
Meeting ID: 1521771
Primary CUSIP: 718172109 Primary ISIN: US7181721090 Primary SEDOL: B2PKRQ3
Page 51 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Philip Morris International Inc.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Brant Bonin Bough Mgmt For For
Mgmt ForForElect Director Andre Calantzopoulos 1b
Mgmt ForForElect Director Michel Combes 1c
Mgmt ForForElect Director Juan Jose Daboub 1d
Mgmt ForForElect Director Werner Geissler 1e
Mgmt AgainstForElect Director Lisa A. Hook 1f
Mgmt ForForElect Director Jun Makihara 1g
Mgmt ForForElect Director Kalpana Morparia 1h
Mgmt ForForElect Director Lucio A. Noto 1i
Mgmt ForForElect Director Jacek Olczak 1j
Mgmt ForForElect Director Frederik Paulsen 1k
Mgmt ForForElect Director Robert B. Polet 1l
Mgmt ForForElect Director Shlomo Yanai 1m
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify PricewaterhouseCoopers SA as Auditor 3
Boston Scientific Corporation
Meeting Date: 05/06/2021
Record Date: 03/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 101137107
Ticker: BSX
Meeting ID: 1521458
Primary CUSIP: 101137107 Primary ISIN: US1011371077 Primary SEDOL: 2113434
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Nelda J. Connors Mgmt For For
Mgmt ForForElect Director Charles J. Dockendorff 1b
Mgmt WithholdForElect Director Yoshiaki Fujimori 1c
Mgmt ForForElect Director Donna A. James 1d
Page 52 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Boston Scientific Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Edward J. Ludwig 1e
Mgmt ForForElect Director Michael F. Mahoney 1f
Mgmt ForForElect Director David J. Roux 1g
Mgmt ForForElect Director John E. Sununu 1h
Mgmt ForForElect Director Ellen M. Zane 1i
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
SH AgainstAgainstReport on Non-Management Employee Representation on the Board of Directors
4
Duke Energy Corporation
Meeting Date: 05/06/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 26441C204
Ticker: DUK
Meeting ID: 1520758
Primary CUSIP: 26441C204 Primary ISIN: US26441C2044 Primary SEDOL: B7VD3F2
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Michael G. Browning Mgmt For For
Mgmt ForForElect Director Annette K. Clayton 1.2
Mgmt ForForElect Director Theodore F. Craver, Jr. 1.3
Mgmt ForForElect Director Robert M. Davis 1.4
Mgmt ForForElect Director Caroline Dorsa 1.5
Mgmt ForForElect Director W. Roy Dunbar 1.6
Mgmt ForForElect Director Nicholas C. Fanandakis 1.7
Mgmt ForForElect Director Lynn J. Good 1.8
Mgmt ForForElect Director John T. Herron 1.9
Mgmt ForForElect Director E. Marie McKee 1.10
Mgmt ForForElect Director Michael J. Pacilio 1.11
Mgmt ForForElect Director Thomas E. Skains 1.12
Mgmt ForForElect Director William E. Webster, Jr. 1.13
Page 53 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Duke Energy Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForEliminate Supermajority Vote Requirement 4
SH AgainstAgainstRequire Independent Board Chair 5
SH ForAgainstReport on Political Contributions and Expenditures
6
Eastman Chemical Company
Meeting Date: 05/06/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 277432100
Ticker: EMN
Meeting ID: 1521890
Primary CUSIP: 277432100 Primary ISIN: US2774321002 Primary SEDOL: 2298386
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Humberto P. Alfonso Mgmt For For
Mgmt ForForElect Director Vanessa L. Allen Sutherland 1.2
Mgmt ForForElect Director Brett D. Begemann 1.3
Mgmt ForForElect Director Mark J. Costa 1.4
Mgmt ForForElect Director Edward L. Doheny, II 1.5
Mgmt ForForElect Director Julie F. Holder 1.6
Mgmt ForForElect Director Renee J. Hornbaker 1.7
Mgmt ForForElect Director Kim Ann Mink 1.8
Mgmt ForForElect Director James J. O'Brien 1.9
Mgmt ForForElect Director David W. Raisbeck 1.10
Mgmt ForForElect Director Charles K. Stevens, III 1.11
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForApprove Omnibus Stock Plan 3
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
4
SH ForAgainstProvide Right to Act by Written Consent 5
Page 54 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Equifax Inc.
Meeting Date: 05/06/2021
Record Date: 03/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 294429105
Ticker: EFX
Meeting ID: 1522158
Primary CUSIP: 294429105 Primary ISIN: US2944291051 Primary SEDOL: 2319146
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Mark W. Begor Mgmt For For
Mgmt ForForElect Director Mark L. Feidler 1b
Mgmt ForForElect Director G. Thomas Hough 1c
Mgmt ForForElect Director Robert D. Marcus 1d
Mgmt ForForElect Director Scott A. McGregor 1e
Mgmt ForForElect Director John A. McKinley 1f
Mgmt ForForElect Director Robert W. Selander 1g
Mgmt ForForElect Director Melissa D. Smith 1h
Mgmt ForForElect Director Audrey Boone Tillman 1i
Mgmt ForForElect Director Heather H. Wilson 1j
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
KBC Group SA/NV
Meeting Date: 05/06/2021
Record Date: 04/22/2021
Country: Belgium
Meeting Type: Annual/Special
Primary Security ID: B5337G162
Ticker: KBC
Meeting ID: 1502907
Primary CUSIP: B5337G162 Primary ISIN: BE0003565737 Primary SEDOL: 4497749
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Annual/Special Meeting Mgmt
MgmtAnnual Meeting Agenda
MgmtReceive Directors' Reports (Non-Voting) 1
MgmtReceive Auditors' Reports (Non-Voting) 2
Page 55 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
KBC Group SA/NV
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
MgmtReceive Consolidated Financial Statements and Statutory Reports (Non-Voting)
3
Mgmt ForForAdopt Financial Statements 4
Mgmt ForForApprove Allocation of Income 5a
Mgmt ForForApprove Allocation of Income and Dividends of EUR 0.44 per Share
5b
Mgmt ForForApprove Remuneration Report 6
Mgmt ForForApprove Remuneration Policy 7
Mgmt ForForApprove Discharge of Directors 8
Mgmt ForForApprove Discharge of Auditors 9
Mgmt ForForApprove Auditors' Remuneration 10
Mgmt ForForElect Luc Popelier as Director 11a
Mgmt ForForElect Katelijn Callewaert as Director 11b
Mgmt ForForElect Philippe Vlerick as Director 11c
MgmtTransact Other Business 12
MgmtSpecial Meeting Agenda
MgmtReceive Special Board Report Re: Article 7:154 of the Code of Companies and Associations
1
Mgmt ForForAmend Articles Re: Replace Article 2, Paragraphs 1 to 4
2
Mgmt ForForAmend Articles Re: Delete Last Sentence of Article 3, Paragraph 1
3
Mgmt ForForAmend Articles Re: Delete Article 4, Paragraph 2
4
Mgmt ForForAmend Articles Re: Replace Article 8, Paragraph 3
5
Mgmt ForForAmend Articles Re: Replace Article 10 6
Mgmt ForForAmend Articles Re: Replace Article 12, Paragraphs 2 and 3
7
Mgmt ForForAmend Articles Re: Replace Article 13 8
Mgmt ForForAmend Articles Re: Add to Article 15, Last Paragraph
9
Mgmt ForForAmend Articles Re: Replace Last Sentence of Article 16, Paragraph 1
10
Mgmt ForForAmend Articles Re: Add to Article 16, Last Paragraph
11
Page 56 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
KBC Group SA/NV
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAmend Articles Re: Replace Article 20, Paragraphs 2 to 4
12
Mgmt ForForAmend Articles Re: Replace Article 22 and Delete Last Paragraph
13
Mgmt ForForAmend Articles Re: Add Sentence to Article 27, Paragraph 1
14
Mgmt ForForAmend Articles Re: Complete the First Sentence of Article 27, Paragraph 2
15
Mgmt ForForAmend Articles Re: Insert New Article 28bis 16
Mgmt ForForAmend Articles Re: Add Sentence to Article 30 1
Mgmt ForForAmend Articles Re: Delete Article 32, Paragraph 3
18
Mgmt ForForAmend Articles Re: Completion of the First Sentence of Article 35
19
Mgmt ForForAmend Articles Re: Textual Change and Deletion of Article 36, Paragraphs 2 to 4
20
Mgmt ForForAmend Articles Re: Replace Article 41 21
Mgmt ForForCancellation of Repurchased Shares 22
Mgmt ForForAuthorize Implementation of Approved Resolutions and Filing of Required Documents/Formalities at Trade Registry
23
Mgmt ForForAuthorize Implementation of Approved Resolutions
24
Mgmt ForForAuthorize Filing of Required Documents/Formalities at Trade Registry
25
Magna International Inc.
Meeting Date: 05/06/2021
Record Date: 03/19/2021
Country: Canada
Meeting Type: Annual
Primary Security ID: 559222401
Ticker: MG
Meeting ID: 1505441
Primary CUSIP: 559222401 Primary ISIN: CA5592224011 Primary SEDOL: 2554475
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1A Elect Director Peter G. Bowie Mgmt For For
Mgmt ForForElect Director Mary S. Chan 1B
Mgmt ForForElect Director V. Peter Harder 1C
Page 57 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Magna International Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Seetarama S. Kotagiri 1D
Mgmt ForForElect Director Kurt J. Lauk 1E
Mgmt ForForElect Director Robert F. MacLellan 1F
Mgmt ForForElect Director Mary Lou Maher 1G
Mgmt ForForElect Director Cynthia A. Niekamp 1H
Mgmt ForForElect Director William A. Ruh 1I
Mgmt ForForElect Director Indira V. Samarasekera 1J
Mgmt ForForElect Director Lisa S. Westlake 1K
Mgmt ForForElect Director William L. Young 1L
Mgmt ForForApprove Deloitte LLP as Auditors and Authorize the Audit Committee to Fix Their Remuneration
2
Mgmt ForForAdvisory Vote on Executive Compensation Approach
3
Manulife Financial Corp.
Meeting Date: 05/06/2021
Record Date: 03/10/2021
Country: Canada
Meeting Type: Annual
Primary Security ID: 56501R106
Ticker: MFC
Meeting ID: 1501227
Primary CUSIP: 56501R106 Primary ISIN: CA56501R1064 Primary SEDOL: 2492519
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Nicole S. Arnaboldi Mgmt For For
Mgmt ForForElect Director Guy L.T. Bainbridge 1.2
Mgmt ForForElect Director Joseph P. Caron 1.3
Mgmt ForForElect Director John M. Cassaday 1.4
Mgmt ForForElect Director Susan F. Dabarno 1.5
Mgmt ForForElect Director Julie E. Dickson 1.6
Mgmt ForForElect Director Sheila S. Fraser 1.7
Mgmt ForForElect Director Roy Gori 1.8
Mgmt ForForElect Director Tsun-yan Hsieh 1.9
Page 58 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Manulife Financial Corp.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Donald R. Lindsay 1.10
Mgmt ForForElect Director John R.V. Palmer 1.11
Mgmt ForForElect Director C. James Prieur 1.12
Mgmt ForForElect Director Andrea S. Rosen 1.13
Mgmt ForForElect Director Leagh E. Turner 1.14
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote on Executive Compensation Approach
3
Colgate-Palmolive Company
Meeting Date: 05/07/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 194162103
Ticker: CL
Meeting ID: 1521460
Primary CUSIP: 194162103 Primary ISIN: US1941621039 Primary SEDOL: 2209106
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director John P. Bilbrey Mgmt For For
Mgmt ForForElect Director John T. Cahill 1b
Mgmt ForForElect Director Lisa M. Edwards 1c
Mgmt ForForElect Director C. Martin Harris 1d
Mgmt ForForElect Director Martina Hund-Mejean 1e
Mgmt ForForElect Director Kimberly A. Nelson 1f
Mgmt ForForElect Director Lorrie M. Norrington 1g
Mgmt ForForElect Director Michael B. Polk 1h
Mgmt ForForElect Director Stephen I. Sadove 1i
Mgmt ForForElect Director Noel R. Wallace 1j
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstRequire Independent Board Chair 4
Page 59 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Colgate-Palmolive Company
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
SH ForAgainstReduce Ownership Threshold for Shareholders to Call Special Meeting
5
Stanley Black & Decker, Inc.
Meeting Date: 05/10/2021
Record Date: 03/11/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 854502101
Ticker: SWK
Meeting ID: 1523561
Primary CUSIP: 854502101 Primary ISIN: US8545021011 Primary SEDOL: B3Q2FJ4
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Andrea J. Ayers Mgmt For For
Mgmt ForForElect Director George W. Buckley 1b
Mgmt ForForElect Director Patrick D. Campbell 1c
Mgmt ForForElect Director Carlos M. Cardoso 1d
Mgmt ForForElect Director Robert B. Coutts 1e
Mgmt ForForElect Director Debra A. Crew 1f
Mgmt ForForElect Director Michael D. Hankin 1g
Mgmt ForForElect Director James M. Loree 1h
Mgmt ForForElect Director Jane M. Palmieri 1i
Mgmt ForForElect Director Mojdeh Poul 1j
Mgmt ForForElect Director Dmitri L. Stockton 1k
Mgmt ForForElect Director Irving Tan 1l
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForProvide Right to Act by Written Consent 4
Mgmt ForForEliminate Supermajority Vote Requirement Applicable Under the Connecticut Business Corporation Act
5
Mgmt ForForEliminate Supermajority Vote Requirement to Approve Certain Business Combinations
6
Mgmt ForForAdopt Majority Voting for Uncontested Election of Directors
7
Page 60 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
3M Company
Meeting Date: 05/11/2021
Record Date: 03/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 88579Y101
Ticker: MMM
Meeting ID: 1501737
Primary CUSIP: 88579Y101 Primary ISIN: US88579Y1010 Primary SEDOL: 2595708
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Thomas "Tony" K. Brown Mgmt For For
Mgmt ForForElect Director Pamela J. Craig 1b
Mgmt ForForElect Director David B. Dillon 1c
Mgmt ForForElect Director Michael L. Eskew 1d
Mgmt ForForElect Director James R. Fitterling 1e
Mgmt ForForElect Director Herbert L. Henkel 1f
Mgmt ForForElect Director Amy E. Hood 1g
Mgmt ForForElect Director Muhtar Kent 1h
Mgmt ForForElect Director Dambisa F. Moyo 1i
Mgmt ForForElect Director Gregory R. Page 1j
Mgmt ForForElect Director Michael F. Roman 1k
Mgmt ForForElect Director Patricia A. Woertz 1l
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt AgainstForAmend Omnibus Stock Plan 4
SH AgainstAgainstConsider Pay Disparity Between Executives and Other Employees
5
SH AgainstAgainstAmend Certificate of Incorporation to Become a Public Benefit Corporation
6
ConocoPhillips
Meeting Date: 05/11/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 20825C104
Ticker: COP
Meeting ID: 1523555
Primary CUSIP: 20825C104 Primary ISIN: US20825C1045 Primary SEDOL: 2685717
Page 61 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
ConocoPhillips
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Charles E. Bunch Mgmt For For
Mgmt ForForElect Director Caroline Maury Devine 1b
Mgmt ForForElect Director John V. Faraci 1c
Mgmt ForForElect Director Jody Freeman 1d
Mgmt ForForElect Director Gay Huey Evans 1e
Mgmt ForForElect Director Jeffrey A. Joerres 1f
Mgmt ForForElect Director Ryan M. Lance 1g
Mgmt ForForElect Director Timothy A. Leach 1h
Mgmt ForForElect Director William H. McRaven 1i
Mgmt ForForElect Director Sharmila Mulligan 1j
Mgmt ForForElect Director Eric D. Mullins 1k
Mgmt ForForElect Director Arjun N. Murti 1l
Mgmt ForForElect Director Robert A. Niblock 1m
Mgmt ForForElect Director David T. Seaton 1n
Mgmt ForForElect Director R.A. Walker 1o
Mgmt ForForRatify Ernst & Young LLP as Auditor 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForForAdopt Simple Majority Vote 4
SH AgainstAgainstEmission Reduction Targets 5
LKQ Corporation
Meeting Date: 05/11/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 501889208
Ticker: LKQ
Meeting ID: 1520117
Primary CUSIP: 501889208 Primary ISIN: US5018892084 Primary SEDOL: 2971029
Page 62 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
LKQ Corporation
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Patrick Berard Mgmt For For
Mgmt ForForElect Director Meg A. Divitto 1b
Mgmt ForForElect Director Robert M. Hanser 1c
Mgmt ForForElect Director Joseph M. Holsten 1d
Mgmt ForForElect Director Blythe J. McGarvie 1e
Mgmt ForForElect Director John W. Mendel 1f
Mgmt ForForElect Director Jody G. Miller 1g
Mgmt ForForElect Director Guhan Subramanian 1h
Mgmt ForForElect Director Xavier Urbain 1i
Mgmt ForForElect Director Jacob H. Welch 1j
Mgmt ForForElect Director Dominick Zarcone 1k
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Willis Towers Watson Public Limited Company
Meeting Date: 05/11/2021
Record Date: 03/11/2021
Country: Ireland
Meeting Type: Annual
Primary Security ID: G96629103
Ticker: WLTW
Meeting ID: 1521279
Primary CUSIP: G96629103 Primary ISIN: IE00BDB6Q211 Primary SEDOL: BDB6Q21
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Anna C. Catalano Mgmt For For
Mgmt ForForElect Director Victor F. Ganzi 1b
Mgmt ForForElect Director John J. Haley 1c
Mgmt ForForElect Director Wendy E. Lane 1d
Mgmt ForForElect Director Brendan R. O'Neill 1e
Mgmt ForForElect Director Jaymin B. Patel 1f
Page 63 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Willis Towers Watson Public Limited Company
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Linda D. Rabbitt 1g
Mgmt ForForElect Director Paul D. Thomas 1h
Mgmt ForForElect Director Wilhelm Zeller 1i
Mgmt ForForRatify the Appointment of Deloitte & Touche LLP as Auditor and Deloitte Ireland LLP to audit the Irish Statutory Accounts, and Authorize the Board to Fix Their Remuneration
2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForRenew the Board's Authority to Issue Shares Under Irish Law
4
Mgmt ForForRenew the Board's Authority to Opt-Out of Statutory Pre-Emptions Rights
5
adidas AG
Meeting Date: 05/12/2021
Record Date:
Country: Germany
Meeting Type: Annual
Primary Security ID: D0066B185
Ticker: ADS
Meeting ID: 1521879
Primary CUSIP: D0066B185 Primary ISIN: DE000A1EWWW0 Primary SEDOL: 4031976
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
Mgmt
Mgmt ForForApprove Allocation of Income and Dividends of EUR 3.00 per Share
2
Mgmt ForForApprove Discharge of Management Board for Fiscal Year 2020
3
Mgmt ForForApprove Discharge of Supervisory Board for Fiscal Year 2020
4
Mgmt ForForElect Jackie Joyner-Kersee to the Supervisory Board
5
Mgmt ForForApprove Remuneration Policy 6
Mgmt ForForApprove Remuneration of Supervisory Board 7
Mgmt ForForAmend Articles Re: Information for Registration in the Share Register
8
Mgmt ForForApprove Creation of EUR 50 Million Pool of Capital with Preemptive Rights
9
Page 64 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
adidas AG
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Creation of EUR 20 Million Pool of Capital without Preemptive Rights
10
Mgmt ForForCancel Authorized Capital 2016 11
Mgmt ForForAuthorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares
12
Mgmt ForForAuthorize Use of Financial Derivatives when Repurchasing Shares
13
Mgmt ForForRatify KPMG AG as Auditors for Fiscal Year 2021
14
Eni SpA
Meeting Date: 05/12/2021
Record Date: 05/03/2021
Country: Italy
Meeting Type: Annual
Primary Security ID: T3643A145
Ticker: ENI
Meeting ID: 1498629
Primary CUSIP: T3643A145 Primary ISIN: IT0003132476 Primary SEDOL: 7145056
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Ordinary Business Mgmt
MgmtManagement Proposals
Mgmt ForForAccept Financial Statements and Statutory Reports
1
Mgmt ForForApprove Allocation of Income 2
Mgmt ForForAuthorize Use of Available Reserves for Interim Dividend Distribution
3
MgmtShareholder Proposals Submitted by the Ministry of Economy and Finance
SH ForNoneAppoint Marcella Caradonna as Internal Statutory Auditor
4
SH ForNoneAppoint Roberto Maglio as Alternate Internal Statutory Auditor
5
MgmtManagement Proposals
Mgmt ForForAuthorize Share Repurchase Program 6
Mgmt ForForApprove Second Section of the Remuneration Report
7
Mgmt AgainstNoneDeliberations on Possible Legal Action Against Directors if Presented by Shareholders
A
Page 65 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Gilead Sciences, Inc.
Meeting Date: 05/12/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 375558103
Ticker: GILD
Meeting ID: 1524996
Primary CUSIP: 375558103 Primary ISIN: US3755581036 Primary SEDOL: 2369174
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Jacqueline K. Barton Mgmt For For
Mgmt ForForElect Director Jeffrey A. Bluestone 1b
Mgmt ForForElect Director Sandra J. Horning 1c
Mgmt ForForElect Director Kelly A. Kramer 1d
Mgmt ForForElect Director Kevin E. Lofton 1e
Mgmt ForForElect Director Harish Manwani 1f
Mgmt ForForElect Director Daniel P. O'Day 1g
Mgmt ForForElect Director Javier J. Rodriguez 1h
Mgmt ForForElect Director Anthony Welters 1i
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH AgainstAgainstRequire Independent Board Chair 4
Masco Corporation
Meeting Date: 05/12/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 574599106
Ticker: MAS
Meeting ID: 1525785
Primary CUSIP: 574599106 Primary ISIN: US5745991068 Primary SEDOL: 2570200
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Mark R. Alexander Mgmt For For
Mgmt ForForElect Director Marie A. Ffolkes 1b
Mgmt AgainstForElect Director John C. Plant 1c
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Page 66 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Masco Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
3
Cboe Global Markets, Inc.
Meeting Date: 05/13/2021
Record Date: 03/18/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 12503M108
Ticker: CBOE
Meeting ID: 1526256
Primary CUSIP: 12503M108 Primary ISIN: US12503M1080 Primary SEDOL: B5834C5
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Edward T. Tilly Mgmt For For
Mgmt ForForElect Director Eugene S. Sunshine 1b
Mgmt ForForElect Director William M. Farrow, III 1c
Mgmt ForForElect Director Edward J. Fitzpatrick 1d
Mgmt ForForElect Director Ivan K. Fong 1e
Mgmt ForForElect Director Janet P. Froetscher 1f
Mgmt ForForElect Director Jill R. Goodman 1g
Mgmt ForForElect Director Alexander J. Matturri, Jr. 1h
Mgmt ForForElect Director Jennifer J. McPeek 1i
Mgmt ForForElect Director Roderick A. Palmore 1j
Mgmt ForForElect Director James E. Parisi 1k
Mgmt ForForElect Director Joseph P. Ratterman 1l
Mgmt ForForElect Director Jill E. Sommers 1m
Mgmt ForForElect Director Fredric J. Tomczyk 1n
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify KPMG LLP as Auditors 3
Page 67 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Intel Corporation
Meeting Date: 05/13/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 458140100
Ticker: INTC
Meeting ID: 1524366
Primary CUSIP: 458140100 Primary ISIN: US4581401001 Primary SEDOL: 2463247
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Patrick P. Gelsinger Mgmt For For
Mgmt ForForElect Director James J. Goetz 1b
Mgmt ForForElect Director Alyssa Henry 1c
Mgmt ForForElect Director Omar Ishrak 1d
Mgmt ForForElect Director Risa Lavizzo-Mourey 1e
Mgmt ForForElect Director Tsu-Jae King Liu 1f
Mgmt ForForElect Director Gregory D. Smith 1g
Mgmt ForForElect Director Dion J. Weisler 1h
Mgmt ForForElect Director Frank D. Yeary 1i
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt AgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForAgainstProvide Right to Act by Written Consent 4
SH AgainstAgainstReport on Global Median Gender/Racial Pay Gap
5
SH AgainstAgainstReport on Whether Written Policies or Unwritten Norms Reinforce Racism in Company Culture
6
Quebecor Inc.
Meeting Date: 05/13/2021
Record Date: 03/16/2021
Country: Canada
Meeting Type: Annual
Primary Security ID: 748193208
Ticker: QBR.B
Meeting ID: 1529740
Primary CUSIP: 748193208 Primary ISIN: CA7481932084 Primary SEDOL: 2715777
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Meeting for Class B Subordinate Voting Shareholders
Mgmt
Page 68 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Quebecor Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Chantal Belanger 1.1
Mgmt ForForElect Director Lise Croteau 1.2
Mgmt ForForElect Director Normand Provost 1.3
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote on Executive Compensation Approach
3
The Charles Schwab Corporation
Meeting Date: 05/13/2021
Record Date: 03/15/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 808513105
Ticker: SCHW
Meeting ID: 1526665
Primary CUSIP: 808513105 Primary ISIN: US8085131055 Primary SEDOL: 2779397
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Walter W. Bettinger, II Mgmt For For
Mgmt ForForElect Director Joan T. Dea 1b
Mgmt ForForElect Director Christopher V. Dodds 1c
Mgmt ForForElect Director Mark A. Goldfarb 1d
Mgmt ForForElect Director Bharat B. Masrani 1e
Mgmt ForForElect Director Charles A. Ruffel 1f
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForAgainstReport on Lobbying Payments and Policy 4
SH ForAgainstDeclassify the Board of Directors 5
Union Pacific Corporation
Meeting Date: 05/13/2021
Record Date: 03/16/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 907818108
Ticker: UNP
Meeting ID: 1523840
Primary CUSIP: 907818108 Primary ISIN: US9078181081 Primary SEDOL: 2914734
Page 69 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Union Pacific Corporation
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Andrew H. Card, Jr. Mgmt For For
Mgmt ForForElect Director William J. DeLaney 1b
Mgmt ForForElect Director David B. Dillon 1c
Mgmt ForForElect Director Lance M. Fritz 1d
Mgmt ForForElect Director Deborah C. Hopkins 1e
Mgmt ForForElect Director Jane H. Lute 1f
Mgmt ForForElect Director Michael R. McCarthy 1g
Mgmt ForForElect Director Thomas F. McLarty, III 1h
Mgmt ForForElect Director Jose H. Villarreal 1i
Mgmt ForForElect Director Christopher J. Williams 1j
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForApprove Omnibus Stock Plan 4
Mgmt ForForApprove Nonqualified Employee Stock Purchase Plan
5
SH ForAgainstReport on EEO 6
SH ForAgainstPublish Annually a Report Assessing Diversity and Inclusion Efforts
7
SH ForAgainstAnnual Vote and Report on Climate Change 8
United Parcel Service, Inc.
Meeting Date: 05/13/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 911312106
Ticker: UPS
Meeting ID: 1523917
Primary CUSIP: 911312106 Primary ISIN: US9113121068 Primary SEDOL: 2517382
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Carol B. Tome Mgmt For For
Mgmt ForForElect Director Rodney C. Adkins 1b
Page 70 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
United Parcel Service, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Eva C. Boratto 1c
Mgmt ForForElect Director Michael J. Burns 1d
Mgmt ForForElect Director Wayne M. Hewett 1e
Mgmt ForForElect Director Angela Hwang 1f
Mgmt ForForElect Director Kate E. Johnson 1g
Mgmt ForForElect Director William R. Johnson 1h
Mgmt ForForElect Director Ann M. Livermore 1i
Mgmt ForForElect Director Franck J. Moison 1j
Mgmt ForForElect Director Christiana Smith Shi 1k
Mgmt ForForElect Director Russell Stokes 1l
Mgmt ForForElect Director Kevin Warsh 1m
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForApprove Omnibus Stock Plan 3
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 4
SH ForAgainstReport on Lobbying Payments and Policy 5
SH ForAgainstApprove Recapitalization Plan for all Stock to Have One-vote per Share
6
SH ForAgainstReport on Climate Change 7
SH AgainstAgainstAmend Certificate of Incorporation to Become a Public Benefit Corporation
8
SH ForAgainstPublish Annually a Report Assessing Diversity and Inclusion Efforts
9
CLP Holdings Ltd.
Meeting Date: 05/14/2021
Record Date: 05/10/2021
Country: Hong Kong
Meeting Type: Annual
Primary Security ID: Y1660Q104
Ticker: 2
Meeting ID: 1514031
Primary CUSIP: Y1660Q104 Primary ISIN: HK0002007356 Primary SEDOL: 6097017
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Page 71 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
CLP Holdings Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Christina Gaw as Director 2a
Mgmt ForForElect Chunyuan Gu as Director 2b
Mgmt ForForElect John Andrew Harry Leigh as Director 2c
Mgmt ForForElect Andrew Clifford Winawer Brandler as Director
2d
Mgmt ForForElect Nicholas Charles Allen as Director 2e
Mgmt ForForElect Law Fan Chiu Fun Fanny as Director 2f
Mgmt ForForElect Richard Kendall Lancaster as Director 2g
Mgmt ForForApprove PricewaterhouseCoopers as Auditors and Authorize Board to Fix Their Remuneration
3
Mgmt ForForAdopt New Articles of Association 4
Mgmt ForForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
5
Mgmt ForForAuthorize Repurchase of Issued Share Capital 6
Vulcan Materials Company
Meeting Date: 05/14/2021
Record Date: 03/17/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 929160109
Ticker: VMC
Meeting ID: 1523844
Primary CUSIP: 929160109 Primary ISIN: US9291601097 Primary SEDOL: 2931205
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Thomas A. Fanning Mgmt For For
Mgmt ForForElect Director J. Thomas Hill 1b
Mgmt ForForElect Director Cynthia L. Hostetler 1c
Mgmt ForForElect Director Richard T. O'Brien 1d
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 3
Page 72 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
BOC Hong Kong (Holdings) Limited
Meeting Date: 05/17/2021
Record Date: 05/10/2021
Country: Hong Kong
Meeting Type: Annual
Primary Security ID: Y0920U103
Ticker: 2388
Meeting ID: 1531255
Primary CUSIP: Y0920U103 Primary ISIN: HK2388011192 Primary SEDOL: 6536112
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt ForForApprove Final Dividend 2
Mgmt ForForElect Lin Jingzhen as Director 3a
Mgmt ForForElect Choi Koon Shum as Director 3b
Mgmt ForForElect Law Yee Kwan Quinn as Director 3c
Mgmt ForForApprove PricewaterhouseCoopers as Auditor and Authorize Board or Duly Authorized Committee of the Board to Fix Their Remuneration
4
Mgmt AgainstForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
5
Mgmt ForForAuthorize Repurchase of Issued Share Capital 6
Mgmt AgainstForAuthorize Reissuance of Repurchased Shares 7
Mgmt ForForAdopt New Articles of Association 8
BNP Paribas SA
Meeting Date: 05/18/2021
Record Date: 05/16/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F1058Q238
Ticker: BNP
Meeting ID: 1508565
Primary CUSIP: F1058Q238 Primary ISIN: FR0000131104 Primary SEDOL: 7309681
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForApprove Consolidated Financial Statements and Statutory Reports
2
Page 73 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
BNP Paribas SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Allocation of Income and Dividends of EUR 1.11 per Share
3
Mgmt ForForApprove Auditors' Special Report on Related-Party Transactions
4
Mgmt ForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
5
Mgmt ForForReelect Pierre Andre de Chalendar as Director 6
Mgmt ForForReelect Rajna Gibson Brandon as Director 7
Mgmt ForForElect Christian Noyer as Director 8
Mgmt ForForElect Juliette Brisac as Representative of Employee Shareholders to the Board
9
Mgmt AgainstAgainstElect Isabelle Coron as Representative of Employee Shareholders to the Board
A
Mgmt AgainstAgainstElect Cecile Besse Advani as Representative of Employee Shareholders to the Board
B
Mgmt AgainstAgainstElect Dominique Potier as Representative of Employee Shareholders to the Board
C
Mgmt ForForApprove Remuneration Policy of Directors 10
Mgmt ForForApprove Remuneration Policy of Chairman of the Board
11
Mgmt ForForApprove Remuneration Policy of CEO and Vice-CEO
12
Mgmt ForForApprove Compensation of Corporate Officers 13
Mgmt ForForApprove Compensation of Jean Lemierre, Chairman of the Board
14
Mgmt ForForApprove Compensation of Jean-Laurent Bonnafe, CEO
15
Mgmt ForForApprove Compensation of Philippe Bordenave, Vice-CEO
16
Mgmt ForForApprove the Overall Envelope of Compensation of Certain Senior Management, Responsible Officers and the Risk-takers
17
Mgmt ForForApprove Remuneration of Directors in the Aggregate Amount of EUR 1.4 Million
18
Mgmt ForForSet Limit for the Variable Remuneration of Executives and Specific Employees
19
MgmtExtraordinary Business
Mgmt ForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
20
Mgmt ForForAuthorize Filing of Required Documents/Other Formalities
21
Page 74 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
JPMorgan Chase & Co.
Meeting Date: 05/18/2021
Record Date: 03/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 46625H100
Ticker: JPM
Meeting ID: 1528649
Primary CUSIP: 46625H100 Primary ISIN: US46625H1005 Primary SEDOL: 2190385
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Linda B. Bammann Mgmt For For
Mgmt ForForElect Director Stephen B. Burke 1b
Mgmt ForForElect Director Todd A. Combs 1c
Mgmt ForForElect Director James S. Crown 1d
Mgmt ForForElect Director James Dimon 1e
Mgmt ForForElect Director Timothy P. Flynn 1f
Mgmt ForForElect Director Mellody Hobson 1g
Mgmt ForForElect Director Michael A. Neal 1h
Mgmt ForForElect Director Phebe N. Novakovic 1i
Mgmt ForForElect Director Virginia M. Rometty 1j
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForAmend Omnibus Stock Plan 3
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
4
SH ForAgainstReduce Ownership Threshold for Shareholders to Request Action by Written Consent
5
SH ForAgainstReport on Racial Equity Audit 6
SH ForAgainstRequire Independent Board Chair 7
SH ForAgainstReport on Congruency Political Analysis and Electioneering Expenditures
8
Lexington Realty Trust
Meeting Date: 05/18/2021
Record Date: 03/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 529043101
Ticker: LXP
Meeting ID: 1529350
Primary CUSIP: 529043101 Primary ISIN: US5290431015 Primary SEDOL: 2139151
Page 75 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Lexington Realty Trust
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director T. Wilson Eglin Mgmt For For
Mgmt ForForElect Director Richard S. Frary 1.2
Mgmt ForForElect Director Lawrence L. Gray 1.3
Mgmt ForForElect Director Jamie Handwerker 1.4
Mgmt ForForElect Director Claire A. Koeneman 1.5
Mgmt ForForElect Director Howard Roth 1.6
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 3
E.ON SE
Meeting Date: 05/19/2021
Record Date:
Country: Germany
Meeting Type: Annual
Primary Security ID: D24914133
Ticker: EOAN
Meeting ID: 1527674
Primary CUSIP: D24914133 Primary ISIN: DE000ENAG999 Primary SEDOL: 4942904
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
Mgmt
Mgmt ForForApprove Allocation of Income and Dividends of EUR 0.47 per Share
2
Mgmt ForForApprove Discharge of Management Board for Fiscal Year 2020
3
Mgmt ForForApprove Discharge of Supervisory Board for Fiscal Year 2020
4
Mgmt ForForRatify KPMG AG as Auditors for Fiscal Year 2021
5.1
Mgmt ForForRatify KPMG AG as Auditors for Half-Year and Quarterly Reports 2021
5.2
Mgmt ForForRatify KPMG AG as Auditors for the First Quarter of Fiscal Year 2022
5.3
Mgmt ForForApprove Remuneration Policy 6
Mgmt ForForApprove Remuneration of Supervisory Board 7
Page 76 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
E.ON SE
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Erich Clementi to the Supervisory Board 8.1
Mgmt ForForElect Andreas Schmitz to the Supervisory Board
8.2
Mgmt ForForElect Ewald Woste to the Supervisory Board 8.3
Mgmt ForForApprove Affiliation Agreements with E.ON 45. Verwaltungs GmbH
9.1
Mgmt ForForApprove Affiliation Agreement with E.ON 46. Verwaltungs GmbH
9.2
Fidelity National Information Services, Inc.
Meeting Date: 05/19/2021
Record Date: 03/25/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 31620M106
Ticker: FIS
Meeting ID: 1530028
Primary CUSIP: 31620M106 Primary ISIN: US31620M1062 Primary SEDOL: 2769796
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Ellen R. Alemany Mgmt For For
Mgmt ForForElect Director Jeffrey A. Goldstein 1b
Mgmt AgainstForElect Director Lisa A. Hook 1c
Mgmt ForForElect Director Keith W. Hughes 1d
Mgmt ForForElect Director Gary L. Lauer 1e
Mgmt ForForElect Director Gary A. Norcross 1f
Mgmt ForForElect Director Louise M. Parent 1g
Mgmt ForForElect Director Brian T. Shea 1h
Mgmt ForForElect Director James B. Stallings, Jr. 1i
Mgmt ForForElect Director Jeffrey E. Stiefler 1j
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify KPMG LLP as Auditors 3
Page 77 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Fiserv, Inc.
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 337738108
Ticker: FISV
Meeting ID: 1527970
Primary CUSIP: 337738108 Primary ISIN: US3377381088 Primary SEDOL: 2342034
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Frank J. Bisignano Mgmt For For
Mgmt ForForElect Director Alison Davis 1.2
Mgmt ForForElect Director Henrique de Castro 1.3
Mgmt ForForElect Director Harry F. DiSimone 1.4
Mgmt ForForElect Director Dennis F. Lynch 1.5
Mgmt ForForElect Director Heidi G. Miller 1.6
Mgmt ForForElect Director Scott C. Nuttall 1.7
Mgmt ForForElect Director Denis J. O'Leary 1.8
Mgmt ForForElect Director Doyle R. Simons 1.9
Mgmt ForForElect Director Kevin M. Warren 1.10
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 3
MMC Norilsk Nickel PJSC
Meeting Date: 05/19/2021
Record Date: 04/26/2021
Country: Russia
Meeting Type: Annual
Primary Security ID: X5424N118
Ticker: GMKN
Meeting ID: 1534500
Primary CUSIP: X5424N118 Primary ISIN: RU0007288411 Primary SEDOL: B5B1TX2
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForApprove Annual Report 1
Mgmt ForForApprove Financial Statements 2
Mgmt ForForApprove Consolidated Financial Statements 3
Page 78 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
MMC Norilsk Nickel PJSC
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Allocation of Income and Dividends of RUB 1,021.22 per Share
4
MgmtElect 13 Directors by Cumulative Voting
Mgmt AgainstNoneElect Sergei Barbashev as Director 5.1
Mgmt AgainstNoneElect Sergei Batekhin as Director 5.2
Mgmt AgainstNoneElect Aleksei Bashkirov as Director 5.3
Mgmt AgainstNoneElect Sergei Bratukhin as Director 5.4
Mgmt ForNoneElect Sergei Volk as Director 5.5
Mgmt AgainstNoneElect Marianna Zakharova as Director 5.6
Mgmt AgainstNoneElect Stanislav Luchitskii as Director 5.7
Mgmt ForNoneElect Roger Munnings as Director 5.8
Mgmt AgainstNoneElect Gareth Penny as Director 5.9
Mgmt AgainstNoneElect Maksim Poletaev as Director 5.10
Mgmt AgainstNoneElect Viacheslav Solomin as Director 5.11
Mgmt ForNoneElect Evgenii Shvarts as Director 5.12
Mgmt AgainstNoneElect Robert Edwards as Director 5.13
MgmtElect Five Members of Audit Commission
Mgmt ForForElect Aleksei Dzybalov as Member of Audit Commission
6.1
Mgmt ForForElect Anna Masalova as Member of Audit Commission
6.2
Mgmt ForForElect Georgii Svanidze as Members of Audit Commission
6.3
Mgmt ForForElect Vladimir Shilkov as Member of Audit Commission
6.4
Mgmt ForForElect Elena Ianevich as Member of Audit Commission
6.5
Mgmt ForForRatify KPMG as RAS Auditor 7
Mgmt ForForRatify KPMG as IFRS Auditor 8
Mgmt AgainstForApprove Remuneration of Directors 9
Mgmt ForForApprove Remuneration of Members of Audit Commission
10
Mgmt ForForApprove Related-Party Transactions Re: Indemnification Agreements with Directors and Executives
11
Page 79 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
MMC Norilsk Nickel PJSC
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Related-Party Transaction Re: Liability Insurance for Directors and Executives
12
Northrop Grumman Corporation
Meeting Date: 05/19/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 666807102
Ticker: NOC
Meeting ID: 1526851
Primary CUSIP: 666807102 Primary ISIN: US6668071029 Primary SEDOL: 2648806
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Kathy J. Warden Mgmt For For
Mgmt ForForElect Director David P. Abney 1.2
Mgmt ForForElect Director Marianne C. Brown 1.3
Mgmt ForForElect Director Donald E. Felsinger 1.4
Mgmt ForForElect Director Ann M. Fudge 1.5
Mgmt ForForElect Director William H. Hernandez 1.6
Mgmt ForForElect Director Madeleine A. Kleiner 1.7
Mgmt ForForElect Director Karl J. Krapek 1.8
Mgmt ForForElect Director Gary Roughead 1.9
Mgmt ForForElect Director Thomas M. Schoewe 1.10
Mgmt ForForElect Director James S. Turley 1.11
Mgmt ForForElect Director Mark A. Welsh, III 1.12
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 3
SH AgainstAgainstReport on Human Rights Impact Assessment 4
SH ForAgainstReduce Ownership Threshold for Shareholders to Request Action by Written Consent
5
Page 80 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
The Hartford Financial Services Group, Inc.
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 416515104
Ticker: HIG
Meeting ID: 1523658
Primary CUSIP: 416515104 Primary ISIN: US4165151048 Primary SEDOL: 2476193
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Robert B. Allardice, III Mgmt For For
Mgmt ForForElect Director Larry D. De Shon 1b
Mgmt ForForElect Director Carlos Dominguez 1c
Mgmt ForForElect Director Trevor Fetter 1d
Mgmt ForForElect Director Donna James 1e
Mgmt ForForElect Director Kathryn A. Mikells 1f
Mgmt ForForElect Director Michael G. Morris 1g
Mgmt ForForElect Director Teresa W. Roseborough 1h
Mgmt ForForElect Director Virginia P. Ruesterholz 1i
Mgmt ForForElect Director Christopher J. Swift 1j
Mgmt ForForElect Director Matthew E. Winter 1k
Mgmt ForForElect Director Greig Woodring 1l
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Thermo Fisher Scientific Inc.
Meeting Date: 05/19/2021
Record Date: 03/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 883556102
Ticker: TMO
Meeting ID: 1529047
Primary CUSIP: 883556102 Primary ISIN: US8835561023 Primary SEDOL: 2886907
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Marc N. Casper Mgmt For For
Mgmt ForForElect Director Nelson J. Chai 1b
Page 81 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Thermo Fisher Scientific Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director C. Martin Harris 1c
Mgmt ForForElect Director Tyler Jacks 1d
Mgmt ForForElect Director R. Alexandra Keith 1e
Mgmt ForForElect Director Thomas J. Lynch 1f
Mgmt ForForElect Director Jim P. Manzi 1g
Mgmt ForForElect Director James C. Mullen 1h
Mgmt ForForElect Director Lars R. Sorensen 1i
Mgmt ForForElect Director Debora L. Spar 1j
Mgmt ForForElect Director Scott M. Sperling 1k
Mgmt ForForElect Director Dion J. Weisler 1l
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditor 3
SH ForAgainstProvide Right to Call A Special Meeting 4
Xcel Energy Inc.
Meeting Date: 05/19/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 98389B100
Ticker: XEL
Meeting ID: 1527929
Primary CUSIP: 98389B100 Primary ISIN: US98389B1008 Primary SEDOL: 2614807
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Lynn Casey Mgmt For For
Mgmt ForForElect Director Ben Fowke 1b
Mgmt ForForElect Director Robert Frenzel 1c
Mgmt ForForElect Director Netha Johnson 1d
Mgmt ForForElect Director Patricia Kampling 1e
Mgmt ForForElect Director George Kehl 1f
Mgmt ForForElect Director Richard O'Brien 1g
Mgmt ForForElect Director Charles Pardee 1h
Page 82 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Xcel Energy Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Christopher Policinski 1i
Mgmt ForForElect Director James Prokopanko 1j
Mgmt ForForElect Director David Westerlund 1k
Mgmt ForForElect Director Kim Williams 1l
Mgmt ForForElect Director Timothy Wolf 1m
Mgmt ForForElect Director Daniel Yohannes 1n
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 3
SH AgainstAgainstReport on Costs and Benefits of Climate-Related Activities
4
Chubb Limited
Meeting Date: 05/20/2021
Record Date: 03/26/2021
Country: Switzerland
Meeting Type: Annual
Primary Security ID: H1467J104
Ticker: CB
Meeting ID: 1527506
Primary CUSIP: H1467J104 Primary ISIN: CH0044328745 Primary SEDOL: B3BQMF6
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt ForForAllocate Disposable Profit 2.1
Mgmt ForForApprove Dividend Distribution From Legal Reserves Through Capital Contributions Reserve Subaccount
2.2
Mgmt ForForApprove Discharge of Board of Directors 3
Mgmt ForForRatify PricewaterhouseCoopers AG (Zurich) as Statutory Auditor
4.1
Mgmt ForForRatify PricewaterhouseCoopers LLP (United States) as Independent Registered Accounting Firm
4.2
Mgmt ForForRatify BDO AG (Zurich) as Special Audit Firm 4.3
Mgmt ForForElect Director Evan G. Greenberg 5.1
Mgmt ForForElect Director Michael P. Connors 5.2
Page 83 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Chubb Limited
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Michael G. Atieh 5.3
Mgmt ForForElect Director Sheila P. Burke 5.4
Mgmt ForForElect Director Mary Cirillo 5.5
Mgmt ForForElect Director Robert J. Hugin 5.6
Mgmt ForForElect Director Robert W. Scully 5.7
Mgmt ForForElect Director Eugene B. Shanks, Jr. 5.8
Mgmt ForForElect Director Theodore E. Shasta 5.9
Mgmt ForForElect Director David H. Sidwell 5.10
Mgmt ForForElect Director Olivier Steimer 5.11
Mgmt ForForElect Director Luis Tellez 5.12
Mgmt ForForElect Director Frances F. Townsend 5.13
Mgmt ForForElect Evan G. Greenberg as Board Chairman 6
Mgmt ForForElect Michael P. Connors as Member of the Compensation Committee
7.1
Mgmt ForForElect Mary Cirillo as Member of the Compensation Committee
7.2
Mgmt ForForElect Frances F. Townsend as Member of the Compensation Committee
7.3
Mgmt ForForDesignate Homburger AG as Independent Proxy
8
Mgmt ForForAmend Omnibus Stock Plan 9
Mgmt ForForApprove CHF 86,557,222.50 Reduction in Share Capital via Cancellation in Nominal Value of CHF 24.15 each
10
Mgmt ForForApprove the Maximum Aggregate Remuneration of Directors
11.1
Mgmt ForForApprove Remuneration of Executive Management in the Amount of USD 48 Million for Fiscal 2022
11.2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
12
Mgmt AgainstForTransact Other Business (Voting) 13
Page 84 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
DTE Energy Company
Meeting Date: 05/20/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 233331107
Ticker: DTE
Meeting ID: 1522155
Primary CUSIP: 233331107 Primary ISIN: US2333311072 Primary SEDOL: 2280220
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Gerard M. Anderson Mgmt For For
Mgmt ForForElect Director David A. Brandon 1.2
Mgmt ForForElect Director Charles G. McClure, Jr. 1.3
Mgmt ForForElect Director Gail J. McGovern 1.4
Mgmt ForForElect Director Mark A. Murray 1.5
Mgmt ForForElect Director Gerardo Norcia 1.6
Mgmt ForForElect Director Ruth G. Shaw 1.7
Mgmt ForForElect Director Robert C. Skaggs, Jr. 1.8
Mgmt ForForElect Director David A. Thomas 1.9
Mgmt ForForElect Director Gary H. Torgow 1.10
Mgmt ForForElect Director James H. Vandenberghe 1.11
Mgmt ForForElect Director Valerie M. Williams 1.12
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForAmend Omnibus Stock Plan 4
SH ForAgainstReport on Political Contributions 5
SH AgainstAgainstReport on Costs and Benefits of Environmental Related Expenditures
6
Equitable Holdings, Inc.
Meeting Date: 05/20/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 29452E101
Ticker: EQH
Meeting ID: 1528681
Primary CUSIP: 29452E101 Primary ISIN: US29452E1010 Primary SEDOL: BKRMR96
Page 85 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Equitable Holdings, Inc.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Francis A. Hondal Mgmt For For
Mgmt ForForElect Director Daniel G. Kaye 1b
Mgmt ForForElect Director Joan Lamm-Tennant 1c
Mgmt AgainstForElect Director Kristi A. Matus 1d
Mgmt ForForElect Director Ramon de Oliveira 1e
Mgmt ForForElect Director Mark Pearson 1f
Mgmt AgainstForElect Director Bertram L. Scott 1g
Mgmt ForForElect Director George Stansfield 1h
Mgmt AgainstForElect Director Charles G.T. Stonehill 1i
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Kansas City Southern
Meeting Date: 05/20/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 485170302
Ticker: KSU
Meeting ID: 1529672
Primary CUSIP: 485170302 Primary ISIN: US4851703029 Primary SEDOL: 2607647
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Lydia I. Beebe Mgmt For For
Mgmt ForForElect Director Lu M. Cordova 1.2
Mgmt ForForElect Director Robert J. Druten 1.3
Mgmt ForForElect Director Antonio O. Garza, Jr. 1.4
Mgmt ForForElect Director David Garza-Santos 1.5
Mgmt ForForElect Director Janet H. Kennedy 1.6
Mgmt ForForElect Director Mitchell J. Krebs 1.7
Mgmt ForForElect Director Henry J. Maier 1.8
Page 86 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Kansas City Southern
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Thomas A. McDonnell 1.9
Mgmt ForForElect Director Patrick J. Ottensmeyer 1.10
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditor 2
Mgmt AgainstForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Lear Corporation
Meeting Date: 05/20/2021
Record Date: 03/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 521865204
Ticker: LEA
Meeting ID: 1527390
Primary CUSIP: 521865204 Primary ISIN: US5218652049 Primary SEDOL: B570P91
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Mei-Wei Cheng Mgmt For For
Mgmt ForForElect Director Jonathan F. Foster 1b
Mgmt ForForElect Director Bradley M. Halverson 1c
Mgmt ForForElect Director Mary Lou Jepsen 1d
Mgmt ForForElect Director Roger A. Krone 1e
Mgmt ForForElect Director Patricia L. Lewis 1f
Mgmt ForForElect Director Kathleen A. Ligocki 1g
Mgmt ForForElect Director Conrad L. Mallett, Jr. 1h
Mgmt ForForElect Director Raymond E. Scott 1i
Mgmt ForForElect Director Gregory C. Smith 1j
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Marsh & McLennan Companies, Inc.
Meeting Date: 05/20/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 571748102
Ticker: MMC
Meeting ID: 1525574
Primary CUSIP: 571748102 Primary ISIN: US5717481023 Primary SEDOL: 2567741
Page 87 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Marsh & McLennan Companies, Inc.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Anthony K. Anderson Mgmt For For
Mgmt ForForElect Director Oscar Fanjul 1b
Mgmt ForForElect Director Daniel S. Glaser 1c
Mgmt ForForElect Director H. Edward Hanway 1d
Mgmt ForForElect Director Deborah C. Hopkins 1e
Mgmt ForForElect Director Tamara Ingram 1f
Mgmt ForForElect Director Jane H. Lute 1g
Mgmt ForForElect Director Steven A. Mills 1h
Mgmt ForForElect Director Bruce P. Nolop 1i
Mgmt ForForElect Director Marc D. Oken 1j
Mgmt ForForElect Director Morton O. Schapiro 1k
Mgmt ForForElect Director Lloyd M. Yates 1l
Mgmt ForForElect Director R. David Yost 1m
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte & Touche LLP as Auditor 3
NN Group NV
Meeting Date: 05/20/2021
Record Date: 04/22/2021
Country: Netherlands
Meeting Type: Annual
Primary Security ID: N64038107
Ticker: NN
Meeting ID: 1463241
Primary CUSIP: N64038107 Primary ISIN: NL0010773842 Primary SEDOL: BNG8PQ9
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Annual Meeting Agenda Mgmt
MgmtOpen Meeting 1
MgmtReceive Annual Report 2
Mgmt ForForApprove Remuneration Report 3
Page 88 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
NN Group NV
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAdopt Financial Statements and Statutory Reports
4.A
MgmtReceive Explanation on Company's Reserves and Dividend Policy
4.B
Mgmt ForForApprove Dividends of EUR 2.33 Per Share 4.C
Mgmt ForForApprove Discharge of Executive Board 5.A
Mgmt ForForApprove Discharge of Supervisory Board 5.B
Mgmt ForForElect Cecilia Reyes to Supervisory Board 6.A
Mgmt ForForElect Rob Lelieveld to Supervisory Board 6.B
Mgmt ForForElect Inga Beale to Supervisory Board 6.C
Mgmt ForForApprove Increase Maximum Ratio Between Fixed and Variable Components of Remuneration
7
Mgmt ForForGrant Board Authority to Issue Ordinary Shares Up To 10 Percent of Issued Capital
8.A.1
Mgmt ForForAuthorize Board to Exclude Preemptive Rights from Share Issuances Under Item 8.A.1
8.A.2
Mgmt ForForGrant Board Authority to Issue Shares Up To 20 Percent of Issued Capital in Connection with a Rights Issue
8.B
Mgmt ForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
9
Mgmt ForForApprove Reduction in Share Capital through Cancellation of Shares
10
MgmtClose Meeting 11
The Home Depot, Inc.
Meeting Date: 05/20/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 437076102
Ticker: HD
Meeting ID: 1526857
Primary CUSIP: 437076102 Primary ISIN: US4370761029 Primary SEDOL: 2434209
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Gerard J. Arpey Mgmt For For
Mgmt ForForElect Director Ari Bousbib 1b
Page 89 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
The Home Depot, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Jeffery H. Boyd 1c
Mgmt ForForElect Director Gregory D. Brenneman 1d
Mgmt ForForElect Director J. Frank Brown 1e
Mgmt ForForElect Director Albert P. Carey 1f
Mgmt ForForElect Director Helena B. Foulkes 1g
Mgmt ForForElect Director Linda R. Gooden 1h
Mgmt ForForElect Director Wayne M. Hewett 1i
Mgmt ForForElect Director Manuel Kadre 1j
Mgmt ForForElect Director Stephanie C. Linnartz 1k
Mgmt ForForElect Director Craig A. Menear 1l
Mgmt ForForRatify KPMG LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
SH ForAgainstAmend Shareholder Written Consent Provisions
4
SH ForAgainstReport on Political Contributions Congruency Analysis
5
SH AgainstAgainstReport on Prison Labor in the Supply Chain 6
The Travelers Companies, Inc.
Meeting Date: 05/20/2021
Record Date: 03/23/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 89417E109
Ticker: TRV
Meeting ID: 1526838
Primary CUSIP: 89417E109 Primary ISIN: US89417E1091 Primary SEDOL: 2769503
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Alan L. Beller Mgmt For For
Mgmt ForForElect Director Janet M. Dolan 1b
Mgmt ForForElect Director Patricia L. Higgins 1c
Mgmt ForForElect Director William J. Kane 1d
Mgmt ForForElect Director Thomas B. Leonardi 1e
Page 90 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
The Travelers Companies, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Clarence Otis, Jr. 1f
Mgmt ForForElect Director Elizabeth E. Robinson 1g
Mgmt ForForElect Director Philip T. (Pete) Ruegger, III 1h
Mgmt ForForElect Director Todd C. Schermerhorn 1i
Mgmt ForForElect Director Alan D. Schnitzer 1j
Mgmt ForForElect Director Laurie J. Thomsen 1k
Mgmt ForForRatify KPMG LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForAmend Omnibus Stock Plan 4
Honeywell International Inc.
Meeting Date: 05/21/2021
Record Date: 03/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 438516106
Ticker: HON
Meeting ID: 1529849
Primary CUSIP: 438516106 Primary ISIN: US4385161066 Primary SEDOL: 2020459
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1A Elect Director Darius Adamczyk Mgmt For For
Mgmt ForForElect Director Duncan B. Angove 1B
Mgmt ForForElect Director William S. Ayer 1C
Mgmt ForForElect Director Kevin Burke 1D
Mgmt ForForElect Director D. Scott Davis 1E
Mgmt ForForElect Director Deborah Flint 1F
Mgmt ForForElect Director Judd Gregg 1G
Mgmt ForForElect Director Grace D. Lieblein 1H
Mgmt ForForElect Director Raymond T. Odierno 1I
Mgmt ForForElect Director George Paz 1J
Mgmt ForForElect Director Robin L. Washington 1K
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Page 91 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Honeywell International Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForRatify Deloitte & Touche LLP as Auditor 3
SH ForAgainstProvide Right to Act by Written Consent 4
Quest Diagnostics Incorporated
Meeting Date: 05/21/2021
Record Date: 03/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 74834L100
Ticker: DGX
Meeting ID: 1530039
Primary CUSIP: 74834L100 Primary ISIN: US74834L1008 Primary SEDOL: 2702791
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Vicky B. Gregg Mgmt For For
Mgmt ForForElect Director Wright L. Lassiter, III 1.2
Mgmt ForForElect Director Timothy L. Main 1.3
Mgmt ForForElect Director Denise M. Morrison 1.4
Mgmt ForForElect Director Gary M. Pfeiffer 1.5
Mgmt ForForElect Director Timothy M. Ring 1.6
Mgmt ForForElect Director Stephen H. Rusckowski 1.7
Mgmt ForForElect Director Helen I. Torley 1.8
Mgmt ForForElect Director Gail R. Wilensky 1.9
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
3
SH ForAgainstProvide Right to Act by Written Consent 4
National Storage Affiliates Trust
Meeting Date: 05/24/2021
Record Date: 03/31/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 637870106
Ticker: NSA
Meeting ID: 1530099
Primary CUSIP: 637870106 Primary ISIN: US6378701063 Primary SEDOL: BWWCK85
Page 92 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
National Storage Affiliates Trust
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Arlen D. Nordhagen Mgmt For For
Mgmt ForForElect Director George L. Chapman 1b
Mgmt ForForElect Director Tamara D. Fischer 1c
Mgmt ForForElect Director Paul W. Hylbert, Jr. 1d
Mgmt ForForElect Director Chad L. Meisinger 1e
Mgmt ForForElect Director Steven G. Osgood 1f
Mgmt ForForElect Director Dominic M. Palazzo 1g
Mgmt ForForElect Director Rebecca L. Steinfort 1h
Mgmt ForForElect Director Mark Van Mourick 1i
Mgmt ForForElect Director J. Timothy Warren 1j
Mgmt ForForElect Director Charles F. Wu 1k
Mgmt ForForRatify KPMG LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
China Petroleum & Chemical Corp.
Meeting Date: 05/25/2021
Record Date: 04/23/2021
Country: China
Meeting Type: Annual
Primary Security ID: Y15010104
Ticker: 386
Meeting ID: 1529570
Primary CUSIP: Y15010104 Primary ISIN: CNE1000002Q2 Primary SEDOL: 6291819
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
Mgmt ForForApprove Report of the Board of Directors of Sinopec Corp. (including the Report of the Board of Directors of for 2020)
1
Mgmt ForForApprove Report of the Board of Supervisors of Sinopec Corp. (including the Report of the Board of Supervisors for 2020)
2
Mgmt ForForApprove 2020 Audited Financial Reports of Sinopec Corp.
3
Page 93 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
China Petroleum & Chemical Corp.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove 2020 Profit Distribution Plan of Sinopec Corp.
4
Mgmt ForForApprove 2021 Interim Profit Distribution Plan of Sinopec Corp.
5
Mgmt ForForApprove KPMG Huazhen (Special General Partnership) and KPMG as External Auditors of Sinopec Corp. and Authorize Board to Fix Their Remuneration
6
Mgmt AgainstForAuthorize Board to Determine the Proposed Plan for Issuance of Debt Financing Instruments
7
Mgmt AgainstForApprove Grant to the Board a General Mandate to Issue New Domestic Shares and/or Overseas-Listed Foreign Shares of Sinopec Corp.
8
Mgmt ForForApprove Service Contracts of Directors and Supervisors of Sinopec Corp.
9
MgmtELECT DIRECTORS (NOT INCLUDING INDEPENDENT NON-EXECUTIVE DIRECTORS) VIA CUMULATIVE VOTING
Mgmt ForForElect Zhang Yuzhuo as Director 10.01
Mgmt ForForElect Ma Yongsheng as Director 10.02
Mgmt ForForElect Zhao Dong as Director 10.03
Mgmt ForForElect Yu Baocai as Director 10.04
Mgmt ForForElect Liu Hongbin as Director 10.05
Mgmt ForForElect Ling Yiqun as Director 10.06
Mgmt ForForElect Li Yonglin as Director 10.07
MgmtELECT INDEPENDENT NON-EXECUTIVE DIRECTORS VIA CUMULATIVE VOTING
Mgmt ForForElect Cai Hongbin as Director 11.01
Mgmt ForForElect Ng, Kar Ling Johnny as Director 11.02
Mgmt ForForElect Shi Dan as Director 11.03
Mgmt ForForElect Bi Mingjian as Director 11.04
MgmtELECT SUPERVISORS VIA CUMULATIVE VOTING
Mgmt ForForElect Zhang Shaofeng as Supervisor 12.01
Mgmt ForForElect Jiang Zhenying as Supervisor 12.02
Mgmt ForForElect Zhang Zhiguo as Supervisor 12.03
Page 94 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
China Petroleum & Chemical Corp.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Yin Zhaolin as Supervisor 12.04
Mgmt ForForElect Guo Hongjin as Supervisor 12.05
Merck & Co., Inc.
Meeting Date: 05/25/2021
Record Date: 03/26/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 58933Y105
Ticker: MRK
Meeting ID: 1527429
Primary CUSIP: 58933Y105 Primary ISIN: US58933Y1055 Primary SEDOL: 2778844
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Leslie A. Brun Mgmt For For
Mgmt ForForElect Director Mary Ellen Coe 1b
Mgmt ForForElect Director Pamela J. Craig 1c
Mgmt ForForElect Director Kenneth C. Frazier 1d
Mgmt ForForElect Director Thomas H. Glocer 1e
Mgmt ForForElect Director Risa J. Lavizzo-Mourey 1f
Mgmt ForForElect Director Stephen L. Mayo 1g
Mgmt ForForElect Director Paul B. Rothman 1h
Mgmt ForForElect Director Patricia F. Russo 1i
Mgmt ForForElect Director Christine E. Seidman 1j
Mgmt ForForElect Director Inge G. Thulin 1k
Mgmt ForForElect Director Kathy J. Warden 1l
Mgmt ForForElect Director Peter C. Wendell 1m
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
3
SH ForAgainstProvide Right to Act by Written Consent 4
SH ForAgainstReport on Access to COVID-19 Products 5
Page 95 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
BlackRock, Inc.
Meeting Date: 05/26/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 09247X101
Ticker: BLK
Meeting ID: 1533312
Primary CUSIP: 09247X101 Primary ISIN: US09247X1019 Primary SEDOL: 2494504
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Bader M. Alsaad Mgmt For For
Mgmt ForForElect Director Pamela Daley 1b
Mgmt ForForElect Director Jessica P. Einhorn 1c
Mgmt ForForElect Director Laurence D. Fink 1d
Mgmt ForForElect Director William E. Ford 1e
Mgmt ForForElect Director Fabrizio Freda 1f
Mgmt ForForElect Director Murry S. Gerber 1g
Mgmt ForForElect Director Margaret 'Peggy' L. Johnson 1h
Mgmt ForForElect Director Robert S. Kapito 1i
Mgmt ForForElect Director Cheryl D. Mills 1j
Mgmt ForForElect Director Gordon M. Nixon 1k
Mgmt ForForElect Director Charles H. Robbins 1l
Mgmt ForForElect Director Marco Antonio Slim Domit 1m
Mgmt ForForElect Director Hans E. Vestberg 1n
Mgmt ForForElect Director Susan L. Wagner 1o
Mgmt ForForElect Director Mark Wilson 1p
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte LLP as Auditors 3
Mgmt ForForProvide Right to Call Special Meeting 4a
Mgmt ForForEliminate Supermajority Vote Requirement 4b
Mgmt ForForAmend Charter to Eliminate Provisions that are No Longer Applicable and Make Other Technical Revisions
4c
SH AgainstAgainstAmend Certificate of Incorporation to Become a Public Benefit Corporation
5
Page 96 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Extra Space Storage Inc.
Meeting Date: 05/26/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 30225T102
Ticker: EXR
Meeting ID: 1527721
Primary CUSIP: 30225T102 Primary ISIN: US30225T1025 Primary SEDOL: B02HWR9
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Kenneth M. Woolley Mgmt For For
Mgmt ForForElect Director Joseph D. Margolis 1.2
Mgmt ForForElect Director Roger B. Porter 1.3
Mgmt ForForElect Director Joseph J. Bonner 1.4
Mgmt ForForElect Director Gary L. Crittenden 1.5
Mgmt ForForElect Director Spencer F. Kirk 1.6
Mgmt ForForElect Director Dennis J. Letham 1.7
Mgmt ForForElect Director Diane Olmstead 1.8
Mgmt ForForElect Director Julia Vander Ploeg 1.9
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt One YearOne YearAdvisory Vote on Say on Pay Frequency 4
Legrand SA
Meeting Date: 05/26/2021
Record Date: 05/24/2021
Country: France
Meeting Type: Annual/Special
Primary Security ID: F56196185
Ticker: LR
Meeting ID: 1531810
Primary CUSIP: F56196185 Primary ISIN: FR0010307819 Primary SEDOL: B11ZRK9
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Ordinary Business Mgmt
Mgmt ForForApprove Financial Statements and Statutory Reports
1
Mgmt ForForApprove Consolidated Financial Statements and Statutory Reports
2
Page 97 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Legrand SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Allocation of Income and Dividends of EUR 1.42 per Share
3
Mgmt ForForApprove Compensation Report of Corporate Officers
4
Mgmt ForForApprove Compensation of Gilles Schnepp, Chairman of the Board Until 30 June 2020
5
Mgmt ForForApprove Compensation of Angeles Garcia-Poveda, Chairman of the Board Since 1 July 2020
6
Mgmt ForForApprove Compensation of Benoit Coquart, CEO
7
Mgmt ForForApprove Remuneration Policy of Chairman of the Board
8
Mgmt ForForApprove Remuneration Policy of CEO 9
Mgmt ForForApprove Remuneration Policy of Board Members
10
Mgmt ForForReelect Annalisa Loustau Elia as Director 11
Mgmt ForForElect Jean-Marc Chery as Director 12
Mgmt ForForAuthorize Repurchase of Up to 10 Percent of Issued Share Capital
13
MgmtExtraordinary Business
Mgmt ForForAuthorize Decrease in Share Capital via Cancellation of Repurchased Shares
14
Mgmt ForForAuthorize up to 1.5 Percent of Issued Capital for Use in Restricted Stock Plans
15
Mgmt ForForAmend Article 12.4 of Bylaws Re: Vote Instructions
16
MgmtOrdinary Business
Mgmt ForForAuthorize Filing of Required Documents/Other Formalities
17
NXP Semiconductors N.V.
Meeting Date: 05/26/2021
Record Date: 04/28/2021
Country: Netherlands
Meeting Type: Annual
Primary Security ID: N6596X109
Ticker: NXPI
Meeting ID: 1527155
Primary CUSIP: N6596X109 Primary ISIN: NL0009538784 Primary SEDOL: B505PN7
Page 98 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
NXP Semiconductors N.V.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Adopt Financial Statements and Statutory Reports
Mgmt For For
Mgmt ForForApprove Discharge of Board Members 2
Mgmt ForForReelect Kurt Sievers as Executive Director 3a
Mgmt ForForReelect Peter Bonfield as Non-Executive Director
3b
Mgmt ForForElect Annette Clayton as Non-Executive Director
3c
Mgmt ForForElect Anthony Foxx as Non-Executive Director 3d
Mgmt AgainstForReelect Kenneth A. Goldman as Non-Executive Director
3e
Mgmt ForForReelect Josef Kaeser as Non-Executive Director
3f
Mgmt ForForReelect Lena Olving as Non-Executive Director 3g
Mgmt ForForReelect Peter Smitham as Non-Executive Director
3h
Mgmt ForForReelect Julie Southern as Non-Executive Director
3i
Mgmt ForForReelect Jasmin Staiblin as Non-Executive Director
3j
Mgmt AgainstForReelect Gregory L. Summe as Non-Executive Director
3k
Mgmt ForForReelect Karl-Henrik Sundström as Non-Executive Director
3l
Mgmt ForForGrant Board Authority to Issue Shares Up To 10 Percent of Issued Capital
4
Mgmt ForForAuthorize Board to Exclude Preemptive Rights from Share Issuances
5
Mgmt ForForAuthorize Share Repurchase Program 6
Mgmt ForForApprove Cancellation of Ordinary Shares 7
Mgmt ForForApprove Remuneration of the Non Executive Members of the Board
8
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
9
Page 99 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Quanta Services, Inc.
Meeting Date: 05/27/2021
Record Date: 03/31/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 74762E102
Ticker: PWR
Meeting ID: 1533389
Primary CUSIP: 74762E102 Primary ISIN: US74762E1029 Primary SEDOL: 2150204
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Earl C. (Duke) Austin, Jr. Mgmt For For
Mgmt ForForElect Director Doyle N. Beneby 1.2
Mgmt ForForElect Director Vincent D. Foster 1.3
Mgmt ForForElect Director Bernard Fried 1.4
Mgmt ForForElect Director Worthing F. Jackman 1.5
Mgmt ForForElect Director David M. McClanahan 1.6
Mgmt ForForElect Director Margaret B. Shannon 1.7
Mgmt ForForElect Director Pat Wood, III 1.8
Mgmt ForForElect Director Martha B. Wyrsch 1.9
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
3
PT Telkom Indonesia (Persero) Tbk
Meeting Date: 05/28/2021
Record Date: 05/05/2021
Country: Indonesia
Meeting Type: Annual
Primary Security ID: Y71474145
Ticker: TLKM
Meeting ID: 1535144
Primary CUSIP: Y71474145 Primary ISIN: ID1000129000 Primary SEDOL: BD4T6W7
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Annual Report and Statutory Reports Mgmt For For
Mgmt ForForApprove Report of the Partnership and Community Development Program (PCDP)
2
Mgmt ForForApprove Allocation of Income and Dividends 3
Mgmt ForForApprove Remuneration and Tantiem of Directors and Commissioners
4
Page 100 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
PT Telkom Indonesia (Persero) Tbk
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAppoint Auditors of the Company and the Partnership and Community Development Program (PCDP)
5
Mgmt AgainstForAmend Articles of Association 6
Mgmt ForForApprove Ratification of State-Owned Enterprises Regulations
7
Mgmt AgainstForApprove Changes in the Boards of the Company
8
Reckitt Benckiser Group Plc
Meeting Date: 05/28/2021
Record Date: 05/26/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G74079107
Ticker: RKT
Meeting ID: 1507035
Primary CUSIP: G74079107 Primary ISIN: GB00B24CGK77 Primary SEDOL: B24CGK7
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt ForForApprove Remuneration Report 2
Mgmt ForForApprove Final Dividend 3
Mgmt ForForRe-elect Andrew Bonfield as Director 4
Mgmt ForForRe-elect Jeff Carr as Director 5
Mgmt ForForRe-elect Nicandro Durante as Director 6
Mgmt ForForRe-elect Mary Harris as Director 7
Mgmt ForForRe-elect Mehmood Khan as Director 8
Mgmt ForForRe-elect Pam Kirby as Director 9
Mgmt ForForRe-elect Sara Mathew as Director 10
Mgmt ForForRe-elect Laxman Narasimhan as Director 11
Mgmt ForForRe-elect Chris Sinclair as Director 12
Mgmt ForForRe-elect Elane Stock as Director 13
Mgmt ForForElect Olivier Bohuon as Director 14
Mgmt ForForElect Margherita Della Valle as Director 15
Page 101 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Reckitt Benckiser Group Plc
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForReappoint KPMG LLP as Auditors 16
Mgmt ForForAuthorise the Audit Committee to Fix Remuneration of Auditors
17
Mgmt ForForAuthorise UK Political Donations and Expenditure
18
Mgmt ForForAuthorise Issue of Equity 19
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights
20
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
21
Mgmt ForForAuthorise Market Purchase of Ordinary Shares 22
Mgmt ForForAdopt New Articles of Association 23
Mgmt ForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
24
Yum China Holdings, Inc.
Meeting Date: 05/28/2021
Record Date: 03/29/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 98850P109
Ticker: YUMC
Meeting ID: 1527491
Primary CUSIP: 98850P109 Primary ISIN: US98850P1093 Primary SEDOL: BYW4289
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Fred Hu Mgmt For For
Mgmt ForForElect Director Joey Wat 1b
Mgmt ForForElect Director Peter A. Bassi 1c
Mgmt ForForElect Director Edouard Ettedgui 1d
Mgmt ForForElect Director Cyril Han 1e
Mgmt ForForElect Director Louis T. Hsieh 1f
Mgmt ForForElect Director Ruby Lu 1g
Mgmt ForForElect Director Zili Shao 1h
Mgmt ForForElect Director William Wang 1i
Mgmt ForForElect Director Min (Jenny) Zhang 1j
Page 102 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Yum China Holdings, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForRatify KPMG Huazhen LLP as Auditor 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForProvide Right to Call Special Meeting 4
Deutsche Wohnen SE
Meeting Date: 06/01/2021
Record Date: 05/10/2021
Country: Germany
Meeting Type: Annual
Primary Security ID: D2046U176
Ticker: DWNI
Meeting ID: 1536840
Primary CUSIP: D2046U176 Primary ISIN: DE000A0HN5C6 Primary SEDOL: B0YZ0Z5
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Receive Financial Statements and Statutory Reports for Fiscal Year 2020 (Non-Voting)
Mgmt
Mgmt ForForApprove Allocation of Income and Dividends of EUR 1.03 per Share
2
Mgmt ForForApprove Discharge of Management Board Member Michael Zahn for Fiscal Year 2020
3.1
Mgmt ForForApprove Discharge of Management Board Member Philip Grosse for Fiscal Year 2020
3.2
Mgmt ForForApprove Discharge of Management Board Member Henrik Thomsen for Fiscal Year 2020
3.3
Mgmt ForForApprove Discharge of Management Board Member Lars Urbansky for Fiscal Year 2020
3.4
Mgmt ForForApprove Discharge of Supervisory Board Member Matthias Huenlein for Fiscal Year 2020
4.1
Mgmt ForForApprove Discharge of Supervisory Board Member Juergen Fenk (from June 5, 2020) for Fiscal Year 2020
4.2
Mgmt ForForApprove Discharge of Supervisory Board Member Arwed Fischer for Fiscal Year 2020
4.3
Mgmt ForForApprove Discharge of Supervisory Board Member Kerstin Guenther (from June 5, 2020) for Fiscal Year 2020
4.4
Mgmt ForForApprove Discharge of Supervisory Board Member Tina Kleingarn for Fiscal Year 2020
4.5
Page 103 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Deutsche Wohnen SE
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Discharge of Supervisory Board Member Andreas Kretschmer (until June 5, 2020) for Fiscal Year 2020
4.6
Mgmt ForForApprove Discharge of Supervisory Board Member Florian Stetter for Fiscal Year 2020
4.7
Mgmt ForForRatify KPMG AG as Auditors for Fiscal Year 2021
5
Mgmt ForForElect Florian Stetter to the Supervisory Board 6
Mgmt ForForApprove Remuneration Policy 7
Mgmt ForForApprove Remuneration of Supervisory Board 8
Mgmt ForForAmend Articles Re: Participation of Supervisory Board Members in the Annual General Meeting by Means of Audio and Video Transmission
9
Mgmt AgainstForAuthorize Share Repurchase Program and Reissuance or Cancellation of Repurchased Shares (item withdrawn)
10
Mgmt AgainstForAuthorize Use of Financial Derivatives when Repurchasing Shares (item withdrawn)
11
Aon plc
Meeting Date: 06/02/2021
Record Date: 04/08/2021
Country: Ireland
Meeting Type: Annual
Primary Security ID: G0403H108
Ticker: AON
Meeting ID: 1532995
Primary CUSIP: G0403H108 Primary ISIN: IE00BLP1HW54 Primary SEDOL: BLP1HW5
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Lester B. Knight Mgmt For For
Mgmt ForForElect Director Gregory C. Case 1.2
Mgmt ForForElect Director Jin-Yong Cai 1.3
Mgmt ForForElect Director Jeffrey C. Campbell 1.4
Mgmt ForForElect Director Fulvio Conti 1.5
Mgmt ForForElect Director Cheryl A. Francis 1.6
Mgmt ForForElect Director J. Michael Losh 1.7
Mgmt ForForElect Director Richard B. Myers 1.8
Page 104 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Aon plc
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Richard C. Notebaert 1.9
Mgmt ForForElect Director Gloria Santona 1.10
Mgmt ForForElect Director Byron O. Spruell 1.11
Mgmt ForForElect Director Carolyn Y. Woo 1.12
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForRatify Ernst & Young Chartered Accountants as Statutory Auditor
4
Mgmt ForForAuthorize Board to Fix Remuneration of Auditors
5
Mgmt ForForAmend Articles of Association Re: Article 190 6
Mgmt ForForAuthorize the Board of Directors to Capitalize Certain Non-distributable Reserves
7
Mgmt ForForApprove Creation of Distributable Profits by the Reduction and Cancellation of the Amounts Capitalized Pursuant to the Authority Given Under Proposal 7
8
Artisan Partners Asset Management Inc.
Meeting Date: 06/02/2021
Record Date: 04/08/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 04316A108
Ticker: APAM
Meeting ID: 1533310
Primary CUSIP: 04316A108 Primary ISIN: US04316A1088 Primary SEDOL: B8FW545
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Jennifer A. Barbetta Mgmt For For
Mgmt ForForElect Director Matthew R. Barger 1.2
Mgmt ForForElect Director Eric R. Colson 1.3
Mgmt WithholdForElect Director Tench Coxe 1.4
Mgmt WithholdForElect Director Stephanie G. DiMarco 1.5
Mgmt WithholdForElect Director Jeffrey A. Joerres 1.6
Mgmt ForForElect Director Andrew A. Ziegler 1.7
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditor 2
Page 105 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Comcast Corporation
Meeting Date: 06/02/2021
Record Date: 04/05/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 20030N101
Ticker: CMCSA
Meeting ID: 1536976
Primary CUSIP: 20030N101 Primary ISIN: US20030N1019 Primary SEDOL: 2044545
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Kenneth J. Bacon Mgmt For For
Mgmt ForForElect Director Madeline S. Bell 1.2
Mgmt ForForElect Director Naomi M. Bergman 1.3
Mgmt WithholdForElect Director Edward D. Breen 1.4
Mgmt ForForElect Director Gerald L. Hassell 1.5
Mgmt ForForElect Director Jeffrey A. Honickman 1.6
Mgmt ForForElect Director Maritza G. Montiel 1.7
Mgmt ForForElect Director Asuka Nakahara 1.8
Mgmt ForForElect Director David C. Novak 1.9
Mgmt ForForElect Director Brian L. Roberts 1.10
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 3
SH AgainstAgainstReport on Risks Posed by the Failing to Prevent Workplace Sexual Harassment
4
Hess Corporation
Meeting Date: 06/02/2021
Record Date: 04/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 42809H107
Ticker: HES
Meeting ID: 1537013
Primary CUSIP: 42809H107 Primary ISIN: US42809H1077 Primary SEDOL: 2023748
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Terrence J. Checki Mgmt For For
Mgmt ForForElect Director Leonard S. Coleman, Jr. 1b
Mgmt ForForElect Director Joaquin Duato 1c
Page 106 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Hess Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director John B. Hess 1d
Mgmt ForForElect Director Edith E. Holiday 1e
Mgmt ForForElect Director Marc S. Lipschultz 1f
Mgmt ForForElect Director David McManus 1g
Mgmt ForForElect Director Kevin O. Meyers 1h
Mgmt ForForElect Director Karyn F. Ovelmen 1i
Mgmt ForForElect Director James H. Quigley 1j
Mgmt ForForElect Director William G. Schrader 1k
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
Mgmt ForForAmend Omnibus Stock Plan 4
Omega Healthcare Investors, Inc.
Meeting Date: 06/03/2021
Record Date: 04/06/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 681936100
Ticker: OHI
Meeting ID: 1536869
Primary CUSIP: 681936100 Primary ISIN: US6819361006 Primary SEDOL: 2043274
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Kapila K. Anand Mgmt For For
Mgmt ForForElect Director Craig R. Callen 1.2
Mgmt ForForElect Director Barbara B. Hill 1.3
Mgmt ForForElect Director Kevin J. Jacobs 1.4
Mgmt ForForElect Director Edward Lowenthal 1.5
Mgmt ForForElect Director C. Taylor Pickett 1.6
Mgmt ForForElect Director Stephen D. Plavin 1.7
Mgmt ForForElect Director Burke W. Whitman 1.8
Mgmt ForForRatify Ernst & Young LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Page 107 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
T-Mobile US, Inc.
Meeting Date: 06/03/2021
Record Date: 04/07/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 872590104
Ticker: TMUS
Meeting ID: 1535635
Primary CUSIP: 872590104 Primary ISIN: US8725901040 Primary SEDOL: B94Q9V0
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Marcelo Claure Mgmt For Withhold
Mgmt ForForElect Director Srikant M. Datar 1.2
Mgmt ForForElect Director Bavan M. Holloway 1.3
Mgmt WithholdForElect Director Timotheus Hottges 1.4
Mgmt WithholdForElect Director Christian P. Illek 1.5
Mgmt WithholdForElect Director Raphael Kubler 1.6
Mgmt WithholdForElect Director Thorsten Langheim 1.7
Mgmt WithholdForElect Director Dominique Leroy 1.8
Mgmt WithholdForElect Director G. Michael (Mike) Sievert 1.9
Mgmt ForForElect Director Teresa A. Taylor 1.10
Mgmt WithholdForElect Director Omar Tazi 1.11
Mgmt WithholdForElect Director Kelvin R. Westbrook 1.12
Mgmt WithholdForElect Director Michael Wilkens 1.13
Mgmt ForForRatify PricewaterhouseCoopers LLP as Auditors
2
Shimao Group Holdings Limited
Meeting Date: 06/08/2021
Record Date: 06/01/2021
Country: Cayman Islands
Meeting Type: Annual
Primary Security ID: G81043104
Ticker: 813
Meeting ID: 1540946
Primary CUSIP: G81043104 Primary ISIN: KYG810431042 Primary SEDOL: B16YNS1
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt ForForApprove Final Dividend 2.1
Page 108 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Shimao Group Holdings Limited
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Special Dividend 2.2
Mgmt ForForElect Hui Sai Tan, Jason as Director 3.1
Mgmt ForForElect Ye Mingjie as Director 3.2
Mgmt ForForElect Lyu Hong Bing as Director 3.3
Mgmt ForForElect Lam Ching Kam as Director 3.4
Mgmt ForForAuthorize Board to Fix Remuneration of Directors
3.5
Mgmt ForForApprove PricewaterhouseCoopers as Auditor and Authorize Board to Fix Their Remuneration
4
Mgmt AgainstForApprove Issuance of Equity or Equity-Linked Securities without Preemptive Rights
5
Mgmt ForForAuthorize Repurchase of Issued Share Capital 6
SLM Corporation
Meeting Date: 06/08/2021
Record Date: 04/12/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 78442P106
Ticker: SLM
Meeting ID: 1536458
Primary CUSIP: 78442P106 Primary ISIN: US78442P1066 Primary SEDOL: 2101967
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Paul G. Child Mgmt For For
Mgmt ForForElect Director Mary Carter Warren Franke 1b
Mgmt ForForElect Director Marianne M. Keler 1c
Mgmt ForForElect Director Mark L. Lavelle 1d
Mgmt ForForElect Director Ted Manvitz 1e
Mgmt ForForElect Director Jim Matheson 1f
Mgmt ForForElect Director Frank C. Puleo 1g
Mgmt ForForElect Director Vivian C. Schneck-Last 1h
Mgmt ForForElect Director William N. Shiebler 1i
Mgmt ForForElect Director Robert S. Strong 1j
Mgmt ForForElect Director Jonathan W. Witter 1k
Page 109 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
SLM Corporation
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Kirsten O. Wolberg 1l
Mgmt ForForApprove Omnibus Stock Plan 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Mgmt ForForRatify KPMG LLP as Auditors 4
Taiwan Semiconductor Manufacturing Co., Ltd.
Meeting Date: 06/08/2021
Record Date: 04/09/2021
Country: Taiwan
Meeting Type: Annual
Primary Security ID: Y84629107
Ticker: 2330
Meeting ID: 1544255
Primary CUSIP: Y84629107 Primary ISIN: TW0002330008 Primary SEDOL: 6889106
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForApprove Business Operations Report and Financial Statements
1
Mgmt ForForApprove Amendment to Rules and Procedures for Election of Directors
2
Mgmt ForForApprove Issuance of Restricted Stocks 3
MgmtELECT NON-INDEPENDENT DIRECTORS AND INDEPENDENT DIRECTORS VIA CUMULATIVE VOTING
Mgmt ForForElect Mark Liu, with Shareholder No. 10758, as Non-independent Director
4.1
Mgmt ForForElect C.C. Wei, with Shareholder No. 370885, as Non-independent Director
4.2
Mgmt ForForElect F.C. Tseng, with Shareholder No. 104, as Non-independent Director
4.3
Mgmt ForForElect Ming Hsin Kung. a Representative of National Development Fund, Executive Yuan, with Shareholder No. 1, as Non-independent Director
4.4
Mgmt ForForElect Peter L. Bonfield, with Shareholder No. 504512XXX, as Independent Director
4.5
Mgmt ForForElect Kok Choo Chen, with Shareholder No. A210358XXX, as Independent Director
4.6
Mgmt ForForElect Michael R. Splinter, with Shareholder No. 488601XXX, as Independent Director
4.7
Page 110 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Taiwan Semiconductor Manufacturing Co., Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Moshe N. Gavrielov, with Shareholder No. 505930XXX, as Independent Director
4.8
Mgmt ForForElect Yancey Hai, with Shareholder No. D100708XXX, as Independent Director
4.9
Mgmt ForForElect L. Rafael Reif, with Shareholder No. 545784XXX, as Independent Director
4.10
Hellenic Telecommunications Organization SA
Meeting Date: 06/09/2021
Record Date: 06/03/2021
Country: Greece
Meeting Type: Annual
Primary Security ID: X3258B102
Ticker: HTO
Meeting ID: 1500734
Primary CUSIP: X3258B102 Primary ISIN: GRS260333000 Primary SEDOL: 5051605
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Annual Meeting Agenda Mgmt
Mgmt ForForApprove Financial Statements, Statutory Reports and Income Allocation
1
MgmtReceive Audit Committee's Activity Report 2
Mgmt ForForApprove Management of Company and Grant Discharge to Auditors
3
Mgmt ForForRatify Auditors 4
Mgmt ForForApprove Remuneration of Directors and Members of Committees
5
Mgmt ForForApprove Remuneration of Certain Board Members
6
Mgmt AgainstForAdvisory Vote on Remuneration Report 7
Mgmt ForForApprove Director and Officer Liability Contracts
8
MgmtAnnouncement on Related Party Transactions 9
Mgmt ForForApprove Reduction in Issued Share Capital 10
Mgmt ForForApprove Suitability Policy for Directors 11
MgmtElect Directors: Items 12.1-12.10: Please Vote FOR up to Ten Directors; Otherwise Please ABSTAIN
Page 111 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Hellenic Telecommunications Organization SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
MgmtShareholder Proposals 12.1-12.6, 12.8 and 12.10 Submitted by Deutsche Telekom AG and 12.7 and 12.9 Submitted by Hellenic Republic
SH ForNoneElect Michael Tsamaz as Director 12.1
SH ForNoneElect Charalampos Mazarakis as Director 12.2
SH ForNoneElect Robert Hauber as Director 12.3
SH ForNoneElect Kyra Orth as Director 12.4
SH ForNoneElect Dominique Leroy as Director 12.5
SH ForNoneElect Michael Wilkens as Director 12.6
SH ForNoneElect Gregory Zarifopoulos as Director 12.7
SH AbstainNoneElect Eelco Blok as Independent Director 12.8
SH ForNoneElect Dimitris Georgoutsos as Independent Director
12.9
SH ForNoneElect Catherine Dorlodot as Independent Director
12.10
SH ForNoneApprove Type, Composition and Tenure of the Audit Committee
13
Mgmt ForForAuthorize Board to Participate in Companies with Similar Business Interests
14
MgmtVarious Announcements 15
MetLife, Inc.
Meeting Date: 06/15/2021
Record Date: 04/22/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 59156R108
Ticker: MET
Meeting ID: 1540989
Primary CUSIP: 59156R108 Primary ISIN: US59156R1086 Primary SEDOL: 2573209
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Cheryl W. Grise Mgmt For For
Mgmt ForForElect Director Carlos M. Gutierrez 1b
Mgmt ForForElect Director Gerald L. Hassell 1c
Mgmt ForForElect Director David L. Herzog 1d
Mgmt ForForElect Director R. Glenn Hubbard 1e
Page 112 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
MetLife, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Edward J. Kelly, III 1f
Mgmt ForForElect Director William E. Kennard 1g
Mgmt ForForElect Director Michel A. Khalaf 1h
Mgmt ForForElect Director Catherine R. Kinney 1i
Mgmt ForForElect Director Diana L. McKenzie 1j
Mgmt ForForElect Director Denise M. Morrison 1k
Mgmt ForForElect Director Mark A. Weinberger 1l
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 2
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
3
Nasdaq, Inc.
Meeting Date: 06/15/2021
Record Date: 04/19/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 631103108
Ticker: NDAQ
Meeting ID: 1539402
Primary CUSIP: 631103108 Primary ISIN: US6311031081 Primary SEDOL: 2965107
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1a Elect Director Melissa M. Arnoldi Mgmt For For
Mgmt ForForElect Director Charlene T. Begley 1b
Mgmt ForForElect Director Steven D. Black 1c
Mgmt ForForElect Director Adena T. Friedman 1d
Mgmt ForForElect Director Essa Kazim 1e
Mgmt ForForElect Director Thomas A. Kloet 1f
Mgmt ForForElect Director John D. Rainey 1g
Mgmt ForForElect Director Michael R. Splinter 1h
Mgmt ForForElect Director Jacob Wallenberg 1i
Mgmt ForForElect Director Alfred W. Zollar 1j
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
2
Mgmt ForForRatify Ernst & Young LLP as Auditors 3
Page 113 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Nasdaq, Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
SH ForAgainstProvide Right to Act by Written Consent 4
Amadeus IT Group SA
Meeting Date: 06/16/2021
Record Date: 06/11/2021
Country: Spain
Meeting Type: Annual
Primary Security ID: E04648114
Ticker: AMS
Meeting ID: 1545536
Primary CUSIP: E04648114 Primary ISIN: ES0109067019 Primary SEDOL: B3MSM28
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Consolidated and Standalone Financial Statements
Mgmt For For
Mgmt ForForApprove Non-Financial Information Statement 2
Mgmt ForForApprove Treatment of Net Loss 3
Mgmt ForForApprove Discharge of Board 4
Mgmt ForForElect Jana Eggers as Director 5.1
Mgmt ForForElect Amanda Mesler as Director 5.2
Mgmt ForForReelect Luis Maroto Camino as Director 5.3
Mgmt ForForReelect David Webster as Director 5.4
Mgmt ForForReelect Clara Furse as Director 5.5
Mgmt ForForReelect Nicolas Huss as Director 5.6
Mgmt ForForReelect Stephan Gemkow as Director 5.7
Mgmt ForForReelect Peter Kuerpick as Director 5.8
Mgmt ForForReelect Pilar Garcia Ceballos-Zuniga as Director
5.9
Mgmt ForForReelect Francesco Loredan as Director 5.10
Mgmt ForForAdvisory Vote on Remuneration Report 6
Mgmt ForForApprove Remuneration of Directors 7
Mgmt ForForApprove Remuneration Policy 8
Mgmt ForForApprove Performance Share Plan 9
Mgmt ForForAmend Article 11 Re: Share Capital Increase 10.1
Mgmt ForForAmend Article 24 Re: Remote Voting 10.2
Page 114 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Amadeus IT Group SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAdd New Article 24 bis Re: Allow Shareholder Meetings to be Held in Virtual-Only Format
10.3
Mgmt ForForAmend Articles Re: Board Functions and Remuneration
10.4
Mgmt ForForAmend Articles Re: Board Committees 10.5
Mgmt ForForAmend Articles of General Meeting Regulations Re: Company's Name and Corporate Website
11.1
Mgmt ForForAmend Article 7 of General Meeting Regulations Re: Right to Information
11.2
Mgmt ForForAmend Articles of General Meeting Regulations Re: Holding of the General Meeting
11.3
Mgmt ForForAmend Articles of General Meeting Regulations Re: Constitution and Start of the Session
11.4
Mgmt ForForAuthorize Board to Ratify and Execute Approved Resolutions
12
Ingersoll Rand Inc.
Meeting Date: 06/16/2021
Record Date: 04/20/2021
Country: USA
Meeting Type: Annual
Primary Security ID: 45687V106
Ticker: IR
Meeting ID: 1541358
Primary CUSIP: 45687V106 Primary ISIN: US45687V1061 Primary SEDOL: BL5GZ82
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Declassify the Board of Directors Mgmt For For
Mgmt ForForEliminate Supermajority Vote Requirement to Amend Certificate of Incorporation
2
Mgmt ForForEliminate Supermajority Vote Requirement to Amend Bylaws
3
Mgmt ForForRatify Deloitte & Touche LLP as Auditors 4
Mgmt ForForAdvisory Vote to Ratify Named Executive Officers' Compensation
5
MgmtIf Proposal 1 is Approved, Elect Ten Director Nominees
Mgmt ForForElect Director Peter M. Stavros 6a.1
Mgmt ForForElect Director Kirk E. Arnold 6a.2
Page 115 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Ingersoll Rand Inc.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Elizabeth Centoni 6a.3
Mgmt ForForElect Director William P. Donnelly 6a.4
Mgmt ForForElect Director Gary D. Forsee 6a.5
Mgmt ForForElect Director John Humphrey 6a.6
Mgmt ForForElect Director Marc E. Jones 6a.7
Mgmt ForForElect Director Vicente Reynal 6a.8
Mgmt ForForElect Director Joshua T. Weisenbeck 6a.9
Mgmt ForForElect Director Tony L. White 6a.10
MgmtIf Proposal 1 is Not Approved, Elect Four Class I Director Nominees
Mgmt ForForElect Director Peter M. Stavros 6b.11
Mgmt ForForElect Director Elizabeth Centoni 6b.12
Mgmt ForForElect Director Gary D. Forsee 6b.13
Mgmt ForForElect Director Tony L. White 6b.14
Iberdrola SA
Meeting Date: 06/17/2021
Record Date: 06/11/2021
Country: Spain
Meeting Type: Annual
Primary Security ID: E6165F166
Ticker: IBE
Meeting ID: 1545361
Primary CUSIP: E6165F166 Primary ISIN: ES0144580Y14 Primary SEDOL: B288C92
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Consolidated and Standalone Financial Statements
Mgmt For For
Mgmt ForForApprove Consolidated and Standalone Management Reports
2
Mgmt ForForApprove Non-Financial Information Statement 3
Mgmt ForForApprove Discharge of Board 4
Mgmt ForForAmend Articles Re: Update of the Name of the Governance and Sustainability System and Incorporation of Other Technical Improvements
5
Mgmt ForForAmend Article 10 to Reflect Changes in Capital
6
Page 116 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Iberdrola SA
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAmend Articles Re: New Regulations Regarding Long-Term Involvement of Shareholders
7
Mgmt ForForAmend Articles Re: Allow Shareholder Meetings to be Held in Virtual-Only Format
8
Mgmt ForForAmend Article 32 Re: Climate Action Plan 9
Mgmt ForForAmend Articles Re: Meetings of Board of Directors and its Committees
10
Mgmt ForForAmend Articles Re: Annual Financial and Non-Financial Information
11
Mgmt ForForAmend Articles Re: Technical Improvements 12
Mgmt ForForAmend Articles of General Meeting Regulations Re: Update of the Name of the Governance and Sustainability System and Incorporation of Other Technical Improvements
13
Mgmt ForForAmend Articles of General Meeting Regulations Re: New Regulations Regarding Long-Term Involvement of Shareholders
14
Mgmt ForForAmend Articles of General Meeting Regulations Re: Allow Shareholder Meetings to be Held in Virtual-Only Format
15
Mgmt ForForApprove Remuneration Policy 16
Mgmt ForForApprove Allocation of Income and Dividends 17
Mgmt ForForApprove Scrip Dividends 18
Mgmt ForForApprove Scrip Dividends 19
Mgmt ForForReelect Juan Manuel Gonzalez Serna as Director
20
Mgmt ForForReelect Francisco Martinez Corcoles as Director
21
Mgmt ForForRatify Appointment of and Elect Angel Jesus Acebes Paniagua as Director
22
Mgmt ForForFix Number of Directors at 14 23
Mgmt ForForAuthorize Issuance of Non-Convertible Bonds/Debentures and/or Other Debt Securities up to EUR 30 Billion and Issuance of Notes up to EUR 6 Billion
24
Mgmt ForForAuthorize Board to Ratify and Execute Approved Resolutions
25
Mgmt ForForAdvisory Vote on Remuneration Report 26
Mgmt ForForAdvisory Vote on Company's Climate Action Plan
27
Page 117 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Nitto Denko Corp.
Meeting Date: 06/18/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J58472119
Ticker: 6988
Meeting ID: 1548913
Primary CUSIP: J58472119 Primary ISIN: JP3684000007 Primary SEDOL: 6641801
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Allocation of Income, With a Final Dividend of JPY 100
Mgmt For For
Mgmt ForForApprove Annual Bonus 2
Mgmt ForForElect Director Takasaki, Hideo 3.1
Mgmt ForForElect Director Todokoro, Nobuhiro 3.2
Mgmt ForForElect Director Miki, Yosuke 3.3
Mgmt ForForElect Director Iseyama, Yasuhiro 3.4
Mgmt ForForElect Director Furuse, Yoichiro 3.5
Mgmt ForForElect Director Hatchoji, Takashi 3.6
Mgmt ForForElect Director Fukuda, Tamio 3.7
Mgmt ForForElect Director Wong Lai Yong 3.8
Mgmt ForForElect Director Sawada, Michitaka 3.9
Mgmt ForForApprove Compensation Ceilings for Directors and Statutory Auditors
4
Nomura Research Institute Ltd.
Meeting Date: 06/18/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J5900F106
Ticker: 4307
Meeting ID: 1548311
Primary CUSIP: J5900F106 Primary ISIN: JP3762800005 Primary SEDOL: 6390921
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Konomoto, Shingo Mgmt For For
Mgmt ForForElect Director Fukami, Yasuo 1.2
Mgmt ForForElect Director Momose, Hironori 1.3
Mgmt ForForElect Director Anzai, Hidenori 1.4
Page 118 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Nomura Research Institute Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Ebato, Ken 1.5
Mgmt ForForElect Director Funakura, Hiroshi 1.6
Mgmt ForForElect Director Omiya, Hideaki 1.7
Mgmt ForForElect Director Sakata, Shinoi 1.8
Mgmt ForForElect Director Ohashi, Tetsuji 1.9
Mgmt ForForAppoint Statutory Auditor Kosakai, Kenkichi 2
Wal-Mart de Mexico SAB de CV
Meeting Date: 06/22/2021
Record Date: 06/14/2021
Country: Mexico
Meeting Type: Extraordinary Shareholders
Primary Security ID: P98180188
Ticker: WALMEX
Meeting ID: 1554837
Primary CUSIP: P98180188 Primary ISIN: MX01WA000038 Primary SEDOL: BW1YVH8
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Amend Article 3 Re: Corporate Purpose Mgmt For For
Mgmt AgainstForApprove Report and Resolutions Re: Employee Stock Purchase Plan
2
Mgmt ForForAuthorize Board to Ratify and Execute Approved Resolutions
3
Hitachi Ltd.
Meeting Date: 06/23/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J20454112
Ticker: 6501
Meeting ID: 1549817
Primary CUSIP: J20454112 Primary ISIN: JP3788600009 Primary SEDOL: 6429104
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Ihara, Katsumi Mgmt For For
Mgmt ForForElect Director Ravi Venkatesan 1.2
Mgmt ForForElect Director Cynthia Carroll 1.3
Page 119 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Hitachi Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Joe Harlan 1.4
Mgmt ForForElect Director George Buckley 1.5
Mgmt ForForElect Director Louise Pentland 1.6
Mgmt ForForElect Director Mochizuki, Harufumi 1.7
Mgmt ForForElect Director Yamamoto, Takatoshi 1.8
Mgmt ForForElect Director Yoshihara, Hiroaki 1.9
Mgmt ForForElect Director Helmuth Ludwig 1.10
Mgmt ForForElect Director Kojima, Keiji 1.11
Mgmt ForForElect Director Seki, Hideaki 1.12
Mgmt ForForElect Director Higashihara, Toshiaki 1.13
Hon Hai Precision Industry Co., Ltd.
Meeting Date: 06/23/2021
Record Date: 04/23/2021
Country: Taiwan
Meeting Type: Annual
Primary Security ID: Y36861105
Ticker: 2317
Meeting ID: 1552624
Primary CUSIP: Y36861105 Primary ISIN: TW0002317005 Primary SEDOL: 6438564
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Business Operations Report and Financial Statements
Mgmt For For
Mgmt ForForApprove Plan on Profit Distribution 2
Mgmt ForForApprove Release of Restrictions of Competitive Activities of Directors
3
KDDI Corp.
Meeting Date: 06/23/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J31843105
Ticker: 9433
Meeting ID: 1549295
Primary CUSIP: J31843105 Primary ISIN: JP3496400007 Primary SEDOL: 6248990
Page 120 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
KDDI Corp.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 60
Mgmt For For
Mgmt AgainstForElect Director Tanaka, Takashi 2.1
Mgmt ForForElect Director Takahashi, Makoto 2.2
Mgmt ForForElect Director Shoji, Takashi 2.3
Mgmt ForForElect Director Muramoto, Shinichi 2.4
Mgmt ForForElect Director Mori, Keiichi 2.5
Mgmt ForForElect Director Morita, Kei 2.6
Mgmt ForForElect Director Amamiya, Toshitake 2.7
Mgmt ForForElect Director Takeyama, Hirokuni 2.8
Mgmt ForForElect Director Yoshimura, Kazuyuki 2.9
Mgmt ForForElect Director Yamaguchi, Goro 2.10
Mgmt ForForElect Director Yamamoto, Keiji 2.11
Mgmt ForForElect Director Oyagi, Shigeo 2.12
Mgmt ForForElect Director Kano, Riyo 2.13
Mgmt ForForElect Director Goto, Shigeki 2.14
Mgmt ForForAppoint Statutory Auditor Asahina, Yukihiro 3
Mobile TeleSystems PJSC
Meeting Date: 06/23/2021
Record Date: 05/24/2021
Country: Russia
Meeting Type: Annual
Primary Security ID: X5430T109
Ticker: MTSS
Meeting ID: 1550208
Primary CUSIP: X5430T109 Primary ISIN: RU0007775219 Primary SEDOL: B59FPS3
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForApprove Annual Report and Financial Statements
1.1
Mgmt ForForApprove Allocation of Income and Dividends of RUB 26.51 per Share
1.2
Page 121 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Mobile TeleSystems PJSC
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
MgmtElect Nine Directors by Cumulative Voting
Mgmt AgainstNoneElect Feliks Evtushenkov as Director 2.1
Mgmt AgainstNoneElect Artem Zasurskii as Director 2.2
Mgmt AgainstNoneElect Viacheslav Nikolaev as Director 2.3
Mgmt ForNoneElect Regina Dagmar Benedicta von Flemming as Director
2.4
Mgmt ForNoneElect Shaygan Kheradpir as Director 2.5
Mgmt AgainstNoneElect Thomas Holtrop as Director 2.6
Mgmt ForNoneElect Nadia Shouraboura as Director 2.7
Mgmt ForNoneElect Konstantin Ernst as Director 2.8
Mgmt ForNoneElect Valentin Iumashev as Director 2.9
MgmtElect Three Members of Audit Commission
Mgmt ForForElect Irina Borisenkova as Member of Audit Commission
3.1
Mgmt ForForElect Evgenii Madorskii as Member of Audit Commission
3.2
Mgmt ForForElect Natalia Mikheeva as Member of Audit Commission
3.3
Mgmt ForForRatify Auditor 4
Mgmt ForForApprove New Edition of Charter 5
Yokogawa Electric Corp.
Meeting Date: 06/23/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J97272124
Ticker: 6841
Meeting ID: 1550456
Primary CUSIP: J97272124 Primary ISIN: JP3955000009 Primary SEDOL: 6986427
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 17
Mgmt For For
Mgmt ForForAmend Articles to Amend Business Lines 2
Mgmt ForForElect Director Nishijima, Takashi 3.1
Mgmt ForForElect Director Nara, Hitoshi 3.2
Page 122 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Yokogawa Electric Corp.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForElect Director Anabuki, Junichi 3.3
Mgmt ForForElect Director Dai, Yu 3.4
Mgmt ForForElect Director Uji, Noritaka 3.5
Mgmt ForForElect Director Seki, Nobuo 3.6
Mgmt ForForElect Director Sugata, Shiro 3.7
Mgmt ForForElect Director Uchida, Akira 3.8
Mgmt ForForElect Director Urano, Kuniko 3.9
Mgmt ForForAppoint Statutory Auditor Maemura, Koji 4.1
Mgmt ForForAppoint Statutory Auditor Takayama, Yasuko 4.2
Oil Co. LUKOIL PJSC
Meeting Date: 06/24/2021
Record Date: 05/28/2021
Country: Russia
Meeting Type: Annual
Primary Security ID: X6983S100
Ticker: LKOH
Meeting ID: 1549254
Primary CUSIP: X6983S100 Primary ISIN: RU0009024277 Primary SEDOL: B59SNS8
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Meeting for ADR Holders Mgmt
Mgmt ForForApprove Annual Report, Financial Statements, and Allocation of Income, Including Dividends of RUB 213 per Share
1
MgmtElect 11 Directors by Cumulative Voting
Mgmt AgainstNoneElect Vagit Alekperov as Director 2.1
Mgmt AgainstNoneElect Viktor Blazheev as Director 2.2
Mgmt ForNoneElect Toby Trister Gati as Director 2.3
Mgmt AgainstNoneElect Ravil Maganov as Director 2.4
Mgmt ForNoneElect Roger Munnings as Director 2.5
Mgmt ForNoneElect Boris Porfirev as Director 2.6
Mgmt ForNoneElect Pavel Teplukhin as Director 2.7
Mgmt AgainstNoneElect Leonid Fedun as Director 2.8
Mgmt AgainstNoneElect Liubov Khoba as Director 2.9
Page 123 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Oil Co. LUKOIL PJSC
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForNoneElect Sergei Shatalov as Director 2.10
Mgmt ForNoneElect Wolfgang Schuessel as Director 2.11
Mgmt ForForElect Vagit Alekperov as President 3
Mgmt ForForApprove Remuneration of Directors 4.1
Mgmt ForForApprove Remuneration of New Directors 4.2
Mgmt ForForRatify KPMG as Auditor 5
Mgmt ForForAmend Charter 6
Mgmt ForForApprove Related-Party Transaction Re: Liability Insurance for Directors, Executives, and Companies
7
China Construction Bank Corporation
Meeting Date: 06/25/2021
Record Date: 05/25/2021
Country: China
Meeting Type: Annual
Primary Security ID: Y1397N101
Ticker: 939
Meeting ID: 1539773
Primary CUSIP: Y1397N101 Primary ISIN: CNE1000002H1 Primary SEDOL: B0LMTQ3
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
Mgmt ForForApprove Report of the Board of Directors 1
Mgmt ForForApprove Report of the Board of Supervisors 2
Mgmt ForForApprove Final Financial Accounts 3
Mgmt ForForApprove Profit Distribution Plan 4
Mgmt ForForApprove Budget for Fixed Assets Investment 5
Mgmt ForForElect Kenneth Patrick Chung as Director 6
Mgmt ForForElect Leung Kam Chung, Antony as Director 7
Mgmt ForForApprove Ernst & Young Hua Ming LLP as Domestic Auditor and Ernst & Young as International Auditor and Authorize Board to Fix Their Remuneration
8
Page 124 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
China Shenhua Energy Company Limited
Meeting Date: 06/25/2021
Record Date: 06/21/2021
Country: China
Meeting Type: Annual
Primary Security ID: Y1504C113
Ticker: 1088
Meeting ID: 1546271
Primary CUSIP: Y1504C113 Primary ISIN: CNE1000002R0 Primary SEDOL: B09N7M0
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
AGM BALLOT FOR HOLDERS OF H SHARES Mgmt
Mgmt ForForApprove Report of the Board of Directors 1
Mgmt ForForApprove Report of the Supervisory Committee 2
Mgmt ForForApprove Audited Financial Statements 3
Mgmt ForForApprove Profit Distribution Plan and Final Dividend
4
Mgmt ForForApprove Remuneration of Directors and Supervisors
5
Mgmt ForForApprove KPMG as International Auditors and KPMG Huazhen LLP as PRC Auditors and Authorize Directors' Committee to Fix Their Remuneration
6
Mgmt AgainstForApprove 2021-2023 Financial Services Agreement with China Energy Finance Co., Ltd., Proposed Annual Caps and Related Transactions
7
Mgmt ForForElect Yang Rongming as Director 8
Mgmt AgainstForApprove Decrease of Registered Capital and Amend Articles of Association
9
Mgmt ForForApprove Grant of General Mandate to the Board to Repurchase H Shares of the Company
10
China Shenhua Energy Company Limited
Meeting Date: 06/25/2021
Record Date: 06/21/2021
Country: China
Meeting Type: Special
Primary Security ID: Y1504C113
Ticker: 1088
Meeting ID: 1546281
Primary CUSIP: Y1504C113 Primary ISIN: CNE1000002R0 Primary SEDOL: B09N7M0
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
CLASS MEETING FOR HOLDERS OF H SHARES Mgmt
Page 125 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
China Shenhua Energy Company Limited
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Grant of General Mandate to the Board to Repurchase H Shares of the Company
1
Kyocera Corp.
Meeting Date: 06/25/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J37479110
Ticker: 6971
Meeting ID: 1553155
Primary CUSIP: J37479110 Primary ISIN: JP3249600002 Primary SEDOL: 6499260
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 80
Mgmt For For
Mgmt ForForElect Director Yamaguchi, Goro 2.1
Mgmt ForForElect Director Tanimoto, Hideo 2.2
Mgmt ForForElect Director Fure, Hiroshi 2.3
Mgmt ForForElect Director Ina, Norihiko 2.4
Mgmt ForForElect Director Kano, Koichi 2.5
Mgmt ForForElect Director Aoki, Shoichi 2.6
Mgmt ForForElect Director Aoyama, Atsushi 2.7
Mgmt ForForElect Director Koyano, Akiko 2.8
Mgmt ForForElect Director Kakiuchi, Eiji 2.9
Mgmt ForForAppoint Alternate Statutory Auditor Kida, Minoru
3
Santen Pharmaceutical Co., Ltd.
Meeting Date: 06/25/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J68467109
Ticker: 4536
Meeting ID: 1550991
Primary CUSIP: J68467109 Primary ISIN: JP3336000009 Primary SEDOL: 6776606
Page 126 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Santen Pharmaceutical Co., Ltd.
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 14
Mgmt For For
Mgmt ForForElect Director Kurokawa, Akira 2.1
Mgmt ForForElect Director Taniuchi, Shigeo 2.2
Mgmt ForForElect Director Ito, Takeshi 2.3
Mgmt ForForElect Director Oishi, Kanoko 2.4
Mgmt ForForElect Director Shintaku, Yutaro 2.5
Mgmt ForForElect Director Minakawa, Kunihito 2.6
SECOM Co., Ltd.
Meeting Date: 06/25/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J69972107
Ticker: 9735
Meeting ID: 1553201
Primary CUSIP: J69972107 Primary ISIN: JP3421800008 Primary SEDOL: 6791591
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Approve Allocation of Income, with a Final Dividend of JPY 85
Mgmt For For
Mgmt ForForElect Director Iida, Makoto 2.1
Mgmt ForForElect Director Nakayama, Yasuo 2.2
Mgmt ForForElect Director Ozeki, Ichiro 2.3
Mgmt ForForElect Director Yoshida, Yasuyuki 2.4
Mgmt ForForElect Director Fuse, Tatsuro 2.5
Mgmt ForForElect Director Izumida, Tatsuya 2.6
Mgmt ForForElect Director Kurihara, Tatsushi 2.7
Mgmt ForForElect Director Hirose, Takaharu 2.8
Mgmt ForForElect Director Kawano, Hirobumi 2.9
Mgmt ForForElect Director Watanabe, Hajime 2.10
Mgmt ForForElect Director Hara, Miri 2.11
Page 127 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
SECOM Co., Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Restricted Stock Plan 3
Tesco Plc
Meeting Date: 06/25/2021
Record Date: 06/23/2021
Country: United Kingdom
Meeting Type: Annual
Primary Security ID: G8T67X102
Ticker: TSCO
Meeting ID: 1531858
Primary CUSIP: G8T67X102 Primary ISIN: GB00BLGZ9862 Primary SEDOL: BLGZ986
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1 Accept Financial Statements and Statutory Reports
Mgmt For For
Mgmt ForForApprove Remuneration Report 2
Mgmt ForForApprove Remuneration Policy 3
Mgmt ForForApprove Final Dividend 4
Mgmt ForForRe-elect John Allan as Director 5
Mgmt ForForRe-elect Melissa Bethell as Director 6
Mgmt ForForRe-elect Stewart Gilliland as Director 7
Mgmt ForForRe-elect Steve Golsby as Director 8
Mgmt ForForRe-elect Byron Grote as Director 9
Mgmt ForForRe-elect Ken Murphy as Director 10
Mgmt ForForRe-elect Simon Patterson as Director 11
Mgmt ForForRe-elect Alison Platt as Director 12
Mgmt ForForRe-elect Lindsey Pownall as Director 13
Mgmt ForForElect Bertrand Bodson as Director 14
Mgmt ForForElect Thierry Garnier as Director 15
Mgmt ForForElect Imran Nawaz as Director 16
Mgmt ForForElect Karen Whitworth as Director 17
Mgmt ForForReappoint Deloitte LLP as Auditors 18
Mgmt ForForAuthorise the Audit Committee to Fix Remuneration of Auditors
19
Mgmt ForForAuthorise Issue of Equity 20
Page 128 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Tesco Plc
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights
21
Mgmt ForForAuthorise Issue of Equity without Pre-emptive Rights in Connection with an Acquisition or Other Capital Investment
22
Mgmt ForForAuthorise Market Purchase of Ordinary Shares 23
Mgmt ForForAuthorise UK Political Donations and Expenditure
24
Mgmt ForForAuthorise the Company to Call General Meeting with Two Weeks' Notice
25
Mgmt ForForApprove Long-Term Incentive Plan 26
Mgmt ForForApprove Savings-Related Share Option Scheme
27
Mgmt ForForAdopt New Articles of Association 28
Fujitsu Ltd.
Meeting Date: 06/28/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J15708159
Ticker: 6702
Meeting ID: 1551897
Primary CUSIP: J15708159 Primary ISIN: JP3818000006 Primary SEDOL: 6356945
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Tokita, Takahito Mgmt For For
Mgmt ForForElect Director Furuta, Hidenori 1.2
Mgmt ForForElect Director Isobe, Takeshi 1.3
Mgmt ForForElect Director Yamamoto, Masami 1.4
Mgmt ForForElect Director Mukai, Chiaki 1.5
Mgmt ForForElect Director Abe, Atsushi 1.6
Mgmt ForForElect Director Kojo, Yoshiko 1.7
Mgmt ForForElect Director Scott Callon 1.8
Mgmt ForForElect Director Sasae, Kenichiro 1.9
Mgmt ForForAppoint Statutory Auditor Hirose, Yoichi 2
Mgmt ForForAppoint Alternate Statutory Auditor Namba, Koichi
3
Page 129 of 130
Vote Summary Report
Date range covered: 04/01/2021 to 06/30/2021
Location(s): Massachusetts Financial Services
Institution Account(s): Sun Life MFS Global Total Return
Fujitsu Ltd.
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
Mgmt ForForApprove Compensation Ceiling for Directors 4
Mgmt ForForApprove Performance Share Plan 5
HOYA Corp.
Meeting Date: 06/29/2021
Record Date: 03/31/2021
Country: Japan
Meeting Type: Annual
Primary Security ID: J22848105
Ticker: 7741
Meeting ID: 1551729
Primary CUSIP: J22848105 Primary ISIN: JP3837800006 Primary SEDOL: 6441506
Voting Policy: MFS
Proposal Number ProponentProposal Text Mgmt Rec
Vote Instruction
1.1 Elect Director Uchinaga, Yukako Mgmt For For
Mgmt ForForElect Director Urano, Mitsudo 1.2
Mgmt ForForElect Director Kaihori, Shuzo 1.3
Mgmt ForForElect Director Yoshihara, Hiroaki 1.4
Mgmt ForForElect Director Abe, Yasuyuki 1.5
Mgmt ForForElect Director Suzuki, Hiroshi 1.6
Page 130 of 130