SunWise CI Cambridge Core Global Equity Corporate Fund

Currency

Currency
NAVPS ($)

As at 2019-11-15

15.7715

Management fee (%)

-

Fund codes

ISC 8306 Capped
DSC 8406 Capped

MER (%)
As at 2019-06-30

3.55

Total net assets ($CAD)

As at 2019-10-31

$11.12 million

Risk rating
  • Low
  • Low to Moderate
  • Moderate
  • Moderate to High
  • High

Management team

Cambridge Global Asset Management, a division of Cl Investments Inc., is led by Chief Investment Officer Brandon Snow. The team, including lead portfolio managers Robert Swanson (Cl Global Investments Inc.), Stephen Groff and Greg Dean, invests in companies building long-term economic value. CI Global Investments Inc. is a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. Certain funds associated with Cambridge Global Asset Management are sub-advised by CI Global Investments Inc.

Brandon Snow

Principal and Chief Investment Officer
Full bio

Dan Rohinton

Portfolio Manager
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.