SunWise Elite CI Cambridge Canadian Equity Corporate Fund

Currency

Currency
NAVPS ($)

As at 2020-03-30

21.1936

Management fee (%)

0.000

Fund codes

Class A 100/100: 7287 Closed
Class A 100/100: 7287P Closed
Class B 75/100: 7138 Closed
Class B 75/100: 7138P Closed
Class C 75/75: 7342 Closed
Class C 75/75: 7342P Closed

MER (%)
As at 2019-06-30

0.97

Total net assets ($CAD)

As at 2020-02-29

$36.14 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

Stephen Groff

Principal 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.