SunWise Elite CI Premier Canadian Balanced Fund

NAVPS ($)

As at 2024-03-26

35.8682

Management fee (%)

Negotiable

MER (%)

As at 2023-06-30

0.54

Risk rating

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

Fund codes

Class A 100/100: 7233P Hard capped
Class A 100/100: 7233 Hard capped
Class B 75/100: 7130P Hard capped
Class B 75/100: 7130 Hard capped
Class C 75/75: 7339P Hard capped
Class C 75/75: 7339 Hard capped

Total net assets ($CAD)

As at 2024-02-29

$85.29 million

RRSP

Eligible

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.