SunWise Essential 2 CI Signature Income & Growth Segregated Fund

NAVPS ($)

As at 2021-09-24

17.5915

Management fee (%)

2.02

Fund codes

Investment Class 75/75: ISC 22109 Capped
Estate Class 75/100: ISC 22409 Capped
Investment Class 75/75: DSC 22209 Capped
Estate Class 75/100: DSC 22509 Capped

MER (%)

As at 2020-12-31

2.88

Total net assets ($CAD)

As at 2021-08-31

$36.64 million

Risk rating

  • Low
  • Low to Moderate
  • Moderate
  • Moderate to High
  • High

RRSP

Eligible

Management team

Kevin McSweeney

Senior Vice-President and Portfolio Manager

Full bio

Geof Marshall

Senior Vice-President and Senior Portfolio Manager

Full bio

John Shaw

Vice-President, Portfolio Management and Portfolio Manager

Full bio

Allan Maclean-Howard

Senior Vice-President Asset Allocation & Portfolio Risk Management

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.