SunWise Essential 2 Sun Life Granite Moderate Portfolio Segregated Fund

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

NAVPS ($)

As at 2025-06-06

16.6781

Management fee (%)

2.14

MER (%)

As at 2024-12-31

3.12

Risk rating

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

Fund codes

Investment Class 75/75: ISC 22194 Soft capped
Estate Class 75/100: ISC 22494 Soft capped
Investment Class 75/75: DSC 22294 Hard capped
Estate Class 75/100: DSC 22594 Hard capped

Total net assets ($CAD)

As at 2025-04-29

$1.42 million

RRSP

Eligible

Management team Popular documents

Investor suitability

For those who:

  • want income and capital appreciation from a well diversified fund
  • are investing for the medium-to-long term
  • can tolerate low to moderate risk

Fund overview

The Fund invests in the Sun Life Granite Moderate Portfolio.


Fund/ETF Facts (2025-04-29)

Inception date

2012-08-01

Asset class

Global Balanced

Income distribution

Annually

Minimum investment

$500 initial/$100 additional

Growth of $10,000


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Management team

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.