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    SunWise Elite CI Camb Cdn AA Crp 100/100 (F000001W0S.TO)

    14.22 0.00(0.00%) May 3

    Profile as of Mar 30, 2016Get Profile for:
    SunWise Elite CI Camb Cdn AA Crp 100/100
    2 Queen Street East,Twentieth Floor
    Phone: 800 563 5181
    Fund Overview 
    Category:Tactical Balanced
    Fund Family:CI Investments Inc
    Net Assets:157.74M
    Year-to-Date Return:-0.91%
    Morningstar Rating:4 stars
    Fund Inception Date:Apr 1, 2008
    Morningstar Style Box 
    Tactical Balanced
    [View Category Definition]
    View Top Tactical Balanced Funds
    About the Morningstar Style Box
    Management Information 
    Robert Swanson
    Lead Manager since Jan 9, 2012
    Robert Swanson, Principal and Portfolio Manager at Cambridge global Advisors. Prior to joining Cambridge in 2011, he worked at Fidelity Investments, where he was lead portfolio manager. Prior to joining Fidelity in 1999, he worked as a portfolio manager at Bank of America in Chicago. Mr. Swanson holds a B.Sc. in finance from Northern Illinois University and an MBA from Northwestern University, as well as the Chartered Financial Analyst designation.
    Investment Information 
    Min Initial Investment:500
    Min Initial Investment, IRA:500
    Min Initial Investment, AIP:50
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:50
    F000001W0S.TO can be purchased from 0 brokerages.

    Fund Summary 
    To achieve high total investment returns by obtaining exposure primarily to equity, equity-related and fixed income securities of Canadian issuers.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 8.73%
    Average for Category:87.42%
    Fees & Expenses 
    ExpenseF000001W0S.TOCategory Avg
    Annual Report Expense Ratio (net):3.90%1.83%
    Prospectus Net Expense Ratio:N/AN/A
    Prospectus Gross Expense Ratio:N/AN/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/AN/A
    Max Deferred Sales Load: N/AN/A
    3 Yr Expense Projection*:N/A658
    5 Yr Expense Projection*:N/A1,153
    10 Yr Expense Projection*:N/A2,626
    * Per $10,000 invested