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    SunWise Elite CI Har For Eq Corp 75/100 (F000002568.TO)

    10.18 Down 0.13(1.26%) Apr 28

    Profile as of Mar 30, 2016Get Profile for:
    SunWise Elite CI Har For Eq Corp 75/100
    2 Queen Street East,Twentieth Floor
    Phone: 800 563 5181
    Fund Overview 
    Category:Global Equity
    Fund Family:CI Investments Inc
    Net Assets:26.03M
    Year-to-Date Return:-6.35%
    Morningstar Rating:2 stars
    Fund Inception Date:Apr 16, 2007
    Morningstar Style Box 
    Global Equity
    [View Category Definition]
    View Top Global Equity Funds
    About the Morningstar Style Box
    Management Information 
    Stephen Jenkins
    Lead Manager since Apr 16, 2007
    Stephen Jenkins began his career in 1990 as an Investment Analyst with Royal Insurance. In March 1996, Mr. Jenkins began working with Gerry Coleman on the Ivy Funds at Mackenzie Financial as a Senior Investment Analyst and Portfolio Manager. In 1997, Mr. Jenkins accompanied Mr. Coleman to CI Investments to assist in the creation and portfolio management of the Harbour funds. He was appointed Co-Chief Investment Officer in 2012. He holds the Chartered Financial Analyst designation and an Honours Bachelor of Business Administration degree from Wilfrid Laurier University.
    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:N/A
    F000002568.TO can be purchased from 0 brokerages.

    Fund Summary 
    To obtain long term capital growth by obtaining exposure primarily to equity and equity-related securities of issuers located anywhere in the world.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 4.40%
    Average for Category:34.72%
    Fees & Expenses 
    ExpenseF000002568.TOCategory Avg
    Annual Report Expense Ratio (net):4.10%2.01%
    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/A664
    5 Yr Expense Projection*:N/A1,163
    10 Yr Expense Projection*:N/A2,645
    * Per $10,000 invested