SunWise Elite CI American Value Fund
NAVPS ($)
As at
Management fee (%)
2.10
Fund codes
ISC 7261 Closed
DSC 7061 Closed
DSC 7061P Closed
MER (%)
As at 2020-06-304.10
Total net assets ($CAD)
As at 2021-02-26
$40.47 million
Risk rating
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
RRSP
Eligible
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.
Popular documents
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.