SunWise Essential CI Premier II Canadian Balanced Segregated Fund

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

NAVPS ($)

As at 2025-06-06

22.1829

Management fee (%)

2.02

MER (%)

As at 2024-12-31

2.53

Risk rating

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

Fund codes

ISC 12729 Hard capped
DSC 12829 Hard capped

Total net assets ($CAD)

As at 2025-04-29

$15.10 million

RRSP

Eligible

Management team Popular documents

Investor suitability

For those who:

  • want both equity and fixed income securities in a single fund and prefer to have the portfolio advisor make the asset mix decisions
  • are investing for the medium term
  • can tolerate low to moderate risk

Fund overview

The Fund invests in the CI Canadian Balanced Fund.


Fund/ETF Facts (2025-04-29)

Asset class

Canadian Balanced

Income distribution

Annually

Minimum investment

$500 initial/$100 additional

Growth of $10,000


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Management team

Kevin McSweeney

SVP, Portfolio Manager & Lead – Canadian Equities

Full bio

John Shaw

SVP, Portfolio Manager – Fixed Income

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.