SunWise Elite Portfolio Series Income Bundle

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

NAVPS ($)

As at 2025-06-09

18.8480

Management fee (%)

1.90

MER (%)

As at 2024-12-31

2.85

Risk rating

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

Fund codes

ISC 7280P Hard capped
ISC 7280 Hard capped
DSC 7080P Hard capped
DSC 7080 Hard capped

Total net assets ($CAD)

As at 2025-04-29

$121.25 million

RRSP

Eligible

Management team Popular documents

Investor suitability

For those who:

  • want to invest in income securities with some potential for capital growth
  • are investing for the short and/or medium term
  • can tolerate low risk

Fund overview

The Fund invests in the CI Portfolio Series Income Fund and CI Canadian Bond Fund.


Fund/ETF Facts (2025-04-29)

Asset class

Asset Allocation

Income distribution

Annually

Minimum investment

$500 initial/$50 additional

Growth of $10,000


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Management team

Alfred Lam

SVP, Co-Head of Multi-Asset

Full bio

Stephen Lingard

SVP, Co-Head of Multi-Asset

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.