SunWise Elite CI Cambridge Canadian Asset Allocation Corporate Fund

Currency

Currency
NAVPS ($)

As at 2019-12-12

15.5776

Management fee (%)

2.100

Fund codes

ISC 7707 Capped
ISC 7707P Capped
DSC 7757P Capped
DSC 7757 Capped

MER (%)
As at 2019-06-30

3.90

Total net assets ($CAD)

As at 2019-11-30

$149.45 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

Robert Swanson

Principal & Portfolio Manager
Full bio

Paul Marcogliese

Fixed Income 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.