SunWise CI Global Short-Term Bond Fund (formerly SunWise CI Short-Term Bond Fund)

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

NAVPS ($)

As at 2025-06-13

12.0879

Management fee (%)

1.79

MER (%)

As at 2024-12-31

2.63

Risk rating

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

Fund codes

ISC 8551 Hard capped
DSC 8651 Hard capped

Total net assets ($CAD)

As at 2025-05-30

$67.80 thousand

RRSP

Eligible

Management team Popular documents

Investor suitability

For those who:

  • want short-term global bond exposure to minimize interest rate risk
  • are investing for the short to medium term and are primarily concerned with volatility reduction and income generation
  • want to receive regular monthly cash flows (if any)
  • can tolerate low risk

Fund overview

The fund invests in the CI Global Short-Term Bond Fund.


Fund/ETF Facts (2025-05-30)

Asset class

Global Fixed Income

Income distribution

Annually

Minimum investment

$500 initial/$50 additional

Growth of $10,000


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Management team

Leanne Ongaro

VP, Portfolio Manager – Fixed Income

Full bio

Fernanda Fenton

VP, Portfolio Manager – Fixed Income

Full bio

Darren Arrowsmith

VP, Portfolio Manager – Fixed Income

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.