Clarica MVP Global Equity Fund

Fund Commentary Gold Bar List Positioning Piece Fund/ETF Facts Print

NAVPS ($)

As at 2025-04-03

32.8516

Management fee (%)

2.00

MER (%)

As at 2024-06-30

3.01

Risk rating

  • Low
  • Low to Moderate
  • Moderate
  • Moderate to High
  • High

Fund codes

9255 Soft capped

Total net assets ($CAD)

As at 2025-02-27

$1.59 million

RRSP

Eligible

Management team Popular documents

Investor suitability

For those who:

  • want a core foreign equity fund for your portfolio
  • are investing for the medium and/or long term
  • can tolerate moderate risk

Fund overview

The fund invests in the CI Select Global Equity Corporate Class.


Fund/ETF Facts (2025-02-27)

Inception date

1996-12-01

Asset class

Global Equity

Income distribution

Annually

Minimum investment

$500 initial/$50 additional

Growth of $10,000


Created with Highstock 2.1.9Zoom1 mo3 mo6 moYTD1 YAllFrom:Apr 1, 2015To:Mar 31, 202516171819202122232425201620182020202220245k10k15k20k25k

Management team

Matthew Strauss

SVP, Portfolio Manager & Lead – Global Equities

Full bio

Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in Clarica and SunWise segregated funds. A description of the key features of the applicable individual variable annuity contract is contained in the information folder. SUBJECT TO ANY APPLICABLE DEATH AND MATURITY GUARANTEES, ANY PART OF THE PREMIUM OR OTHER AMOUNT THAT IS ALLOCATED TO A SEGREGATED FUND IS INVESTED AT THE RISK OF THE CONTRACTHOLDER AND MAY INCREASE OR DECREASE IN VALUE ACCORDING TO FLUCTUATIONS IN THE MARKET VALUE OF THE ASSETS OF THE RELEVANT SEGREGATED FUND. Please refer to the Legal section of www.ci.com for additional information.