SunWise Essential 2 CI Signature Diversified Yield II Segregated Fund


As at 2020-10-23


Management fee (%)


Fund codes
Investment Class 75/75: ISC 22100 Capped
Estate Class 75/100: ISC 22400 Capped
Investment Class 75/75: DSC 22200 Capped
Estate Class 75/100: DSC 22500 Capped
MER (%)
As at 2020-06-30


Total net assets ($CAD)

As at 2020-09-30

$15.51 million

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


Management team

Signature Global Asset Managements is among the largest portfolio management teams in Canada, managing a full range of global and Canadian income, equity and balanced mandates. Chief Investment Officer Eric Bushell was named Morningstar Fund Manager of the Decade in 2010. Signature Global Asset Management is a division of CI Investments Inc. Certain funds associated with Signature Global Asset Management are sub-advised by CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc.

Eric Bushell

Senior Vice-President and Chief Investment Officer
Full bio

Geof Marshall

Senior Vice-President, Portfolio Management and Head of Fixed Income
Full bio

Kevin McSweeney

Vice-President, Portfolio Management and Portfolio Manager
Full bio

Joshua Varghese

Vice-President, Portfolio Management 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 for additional information.