SunWise Essential CI Global Income & Growth Segregated Fund (formerly SunWise Essential CI Signature Global Income & Growth Segregated Fund)


As at 2022-01-18


Management fee (%)


Fund codes

ISC 12712 Closed
DSC 12812 Closed

MER (%)

As at 2021-06-30


Total net assets ($CAD)

As at 2021-12-31

$74.78 million

Risk rating

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



Management team

Drummond Brodeur

Senior Vice-President, Portfolio Manager and Global Strategist

Full bio

Geof Marshall

Senior Vice-President and Senior Portfolio Manager

Full bio

John Shaw

Vice-President, Portfolio Management and Portfolio Manager

Full bio

Matthew Strauss

Senior Vice-President and Portfolio Manager – Global Equities

Full bio

Allan Maclean-Howard

Senior Vice-President Asset Allocation & Portfolio Risk Management

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 for additional information.