SunWise CI Synergy Global Fund

NAVPS ($)

As at 2024-11-01

25.9649

Management fee (%)

2.10

MER (%)

As at 2024-06-30

3.93

Risk rating

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

Fund codes

ISC 8065 Soft capped
DSC 8965 Hard capped

Total net assets ($CAD)

As at 2024-09-27

$1.68 million

RRSP

Eligible

Management team

Picton Mahoney Asset Management is led by David Picton and uses quantitative analysis as the foundation of its approach. Picton Mahoney Asset Management is a sub-advisor to CI Global Asset Management.

Michael Kimmel

Portfolio Manager, U.S. Equities

Full bio

Michael Kuan

Portfolio Manager, International 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.