SunWise CI Harbour Growth & Income Fund

Currency

Currency
NAVPS ($)

As at 2019-05-24

17.8257

Management fee (%)

-

Fund codes

ISC 8803 Closed
DSC 8831 Closed
LL 8859 Closed

MER (%)
As at 2018-06-30

2.98

Total net assets ($CAD)

As at 2019-04-30

$1.65 million

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

Management team

Signature Global Asset Management, a division of Cl Investments Inc., is among the largest portfolio management teams in Canada, managing a full range of global and Canadian income, equity and balanced mandates. Chief Investment Officer Eric Bushell was named Morningstar Fund Manager of the Decade in 2010.

Eric Bushell

Senior Vice-President and Chief Investment Officer
Full bio

Robert Lyon

Senior Vice-President, Portfolio Management and Head of Equities
Full bio

John Shaw

Vice-President, Portfolio Management and 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.