SunWise Essential CI Global Income & Growth Segregated Fund

As of September 16, 2022 SunWise Essential CI Premier Global Income & Growth Segregated Fund Income Class 75/100 (ISC 12711) (DSC 12811) merged into (ISC 12712) (DSC 12812)
SunWise Essential CI Black Creek Global Balanced Segregated Fund Income Class 75/100 (ISC 12797) (DSC 12897) merged into (ISC 12712) (DSC 12812)
Fund Commentary Positioning Piece Fund/ETF Facts Print

NAVPS ($)

As at 2023-03-29

21.8818

Management fee (%)

2.02

MER (%)

As at 2022-06-30

2.53

Risk rating

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

Fund codes

ISC 12712 Hard capped
DSC 12812 Hard capped

Total net assets ($CAD)

As at 2023-02-28

$74.85 million

RRSP

Eligible

Management team Popular documents

Management team

Drummond Brodeur

SVP, Co-Head of Macroeconomic & FX Strategy

Full bio

Geof Marshall

SVP, Portfolio Manager – Fixed Income

Full bio

John Shaw

SVP, Portfolio Manager – Fixed Income

Full bio

Matthew Strauss

SVP, Portfolio Manager & Lead – Global Equities

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.