SunWise Essential 2 CI Black Creek Global Balanced Segregated Fund



As at 2019-10-18


Management fee (%)


Fund codes

Investment Class 75/75: ISC 22127 Capped
Estate Class 75/100: ISC 22427
Investment Class 75/75: DSC 22227 Capped
Estate Class 75/100: DSC 22527

MER (%)
As at 2018-06-30


Total net assets ($CAD)

As at 2019-09-30

$15.16 million

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

Management team

Black Creek Investment Management is led by award-winning money managers Bill Kanko and Richard Jenkins. Black Creek pursues an equity mandate with no restrictions on finding the best businesses in the world. Black Creek Investment Management is a sub-advisor to CI Investments Inc.

Samir Jhaveri

Director of Global Equities
Full bio

Richard Schulte-Hostedde

Director of Global Fixed Income
Full bio

Richard Jenkins

Chairman and Managing Director
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 for additional information.