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

13.72 Up 0.05(0.37%) Jul 25

Profile as of Jun 29, 2014Get 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:189.36M
Year-to-Date Return:6.39%
Morningstar Rating:5 stars
Fund Inception Date:Apr 1, 2008
Morningstar Style Box 
Tactical Balanced
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Alan R. Radlo
Lead Manager since Mar 24, 2008
Alan Radlo, Chief Investment Officer of Cambridge Advisors. Mr. Radlo joined CI Investments in 2008 to found Cambridge Advisors. Prior to that, he was a portfolio manager at Fidelity Investments. In his 21-year career at the company, Mr. Radlo analyzed and selected stocks for Canadian, American and global equity portfolios. Prior to that, he worked as an analyst and a portfolio manager of a small-cap growth fund at Bank of Boston. He holds an economics degree from Brandeis University and a MBA from the University of Massachusetts in Amherst, Massachusetts.
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 : 11.77%
Average for Category:121.79%
Fees & Expenses 
ExpenseF000001W0S.TOCategory Avg
Annual Report Expense Ratio (net):3.72%1.99%
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/A1,121
5 Yr Expense Projection*:N/A1,966
10 Yr Expense Projection*:N/A4,475
* Per $10,000 invested