SunWise CI Premier American Value Corporate Fund

Currency

Currency
NAVPS ($)

As at 2019-11-12

15.7602

Management fee (%)

-

Fund codes

ISC 8077 Capped
DSC 8977 Capped

MER (%)
As at 2019-06-30

4.14

Total net assets ($CAD)

As at 2019-10-31

$787.16 thousand

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

Management team

Epoch Investment Partners is an investment management firm founded by Wall Street veteran William Priest and associates. Epoch uses a value-based approach that focuses on companies with superior shareholder yield. Epoch Investment Partners is a sub-advisor to CI Investments Inc.

William W. Priest

Chief Executive Officer, Co-Chief Investment Officer and Portfolio Manager
Full bio

Michael Welhoelter

Managing Director, Co-Chief Investment Officer, Chief Risk Officer
Full bio

David Pearl

Executive Vice President, Co-Chief Investment Officer
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.