SunWise CI Premier II U.S. Stock Selection Fund

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

NAVPS ($)

As at 2025-04-03

30.4507

Management fee (%)

2.30

MER (%)

As at 2024-06-30

4.44

Risk rating

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

Fund codes

ISC 8511 Hard capped
DSC 8611 Hard capped

Total net assets ($CAD)

As at 2025-02-27

$1.12 million

RRSP

Eligible

Management team Popular documents

Investor suitability

For those who:

  • want a U.S. equity fund that focuses on value
  • are investing for the medium and/or long term
  • can tolerate moderate risk

Fund overview

The Fund invests in the CI U.S. Stock Selection Fund.


Fund/ETF Facts (2025-02-27)

Asset class

U.S. Equity

Income distribution

Annually

Minimum investment

$500 initial/$50 additional

Growth of $10,000


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Management team

Greg Quickmire

VP, Portfolio Manager & Research Lead – Equities

Full bio

Jeremy Rosa

VP, Portfolio Manager & Research Lead – Equities

Full bio

Peter Hofstra

SVP, Co-Head of Equities – Research

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.