SunWise Elite CI Canadian Balanced Fund (formerly SunWise Elite CI Premier Canadian Balanced Fund)

As of September 16, 2022 SunWise Elite CI Canadian Balanced Fund Class A 100/100 (DSC 7022) (ISC 7172) (ISC 7172P) (DSC 7022P) merged into (DSC 7023) (ISC 7173) (ISC 7173P) (DSC 7023P)
SunWise Elite CI Select Canadian Balanced Fund Class A 100/100 (DSC 7027) (ISC 7177) (ISC 7177P) (DSC 7027P) merged into (DSC 7023) (ISC 7173) (ISC 7173P) (DSC 7023P)
SunWise Elite Mackenzie Cundill Canadian Balanced Fund Class A 100/100 (DSC 7025) (ISC 7175) (ISC 7175P) (DSC 7025P) merged into (DSC 7023) (ISC 7173) (ISC 7173P) (DSC 7023P)
Fund Commentary Positioning Piece Fund/ETF Facts Print

NAVPS ($)

As at 2023-03-29

13.7413

Management fee (%)

2.10

MER (%)

As at 2022-06-30

3.89

Risk rating

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

Fund codes

ISC 7173P Hard capped
ISC 7173 Hard capped
DSC 7023P Hard capped
DSC 7023 Hard capped

Total net assets ($CAD)

As at 2023-02-28

$214.64 million

RRSP

Eligible

Management team Popular documents

Management team

Kevin McSweeney

SVP, Portfolio Manager & Lead – Canadian Equities

Full bio

John Shaw

SVP, 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.