SunWise Elite Plus | Portfolio Series

SunWise Elite Portfolio Series

SunWise Elite gives your clients access to Portfolio Series, a comprehensive investment program.

Portfolio Series Portfolio Series is a family of seven strategic asset allocation funds designed to maximize returns for a given risk tolerance. The seven funds are suitable for a range of distinct investor profiles, from income to maximum growth. The portfolios achieve their objectives by investing in a mix of CI mutual funds, providing diversification by asset class, region and economic sectors.

Provide your clients with the benefits of a fully diversified managed solution, with CI’s leading portfolio managers, and the convenience of one fund to purchase and track.

Seven Risk Adjusted Portfolios to choose from

Requires a 30% investment in fixed income.


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