SunWise Essential 2 Sun Life MFS U.S. Growth Segregated Bundle

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

NAVPS ($)

As at 2025-06-06

36.9646

Management fee (%)

2.10

MER (%)

As at 2024-12-31

3.13

Risk rating

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

Fund codes

Investment Class 75/75: ISC 22175 Soft capped
Estate Class 75/100: ISC 22475 Soft capped
Investment Class 75/75: DSC 22275 Hard capped
Estate Class 75/100: DSC 22575 Hard capped

Total net assets ($CAD)

As at 2025-04-29

$6.65 million

RRSP

Eligible

Management team Popular documents

Investor suitability

For those who:

  • want to invest in equity securities, with a small amount of exposure to income securities to mitigate short-term volatility
  • are investing for the medium-to-long term
  • can tolerate moderate risk

Fund overview

The bundle invests in the Sun Life MFS U.S. Growth Fund and Sun Life Multi-Strategy Bond Fund. The Underlying Funds are combined to hold about 70% in shares and 30% in bonds.


Fund/ETF Facts (2025-04-29)

Inception date

2012-08-01

Asset class

U.S. Balanced

Income distribution

Annually

Minimum investment

$500 initial/$100 additional

Growth of $10,000


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Management team

Cl GAM | Multi-Asset Management, led by portfolio manager Alfred Lam, oversees Cl's managed solutions. The team’s philosophy is centred on delivering predictable outcomes for investors by utilizing a full set of asset classes while adding value and managing risk through multiple factors. CI GAM | Multi Asset Management is a division of CI Global Asset Management, a subsidiary of CI Financial Corp.

Multi Manager

none

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.