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

11.00 Up 0.04(0.36%) Jul 22

Profile as of Jun 29, 2014Get Profile for:
SunWise Elite CI Har For Eq Corp 75/100
2 Queen Street East,Twentieth Floor
Map
Phone: 800 563 5181
Fund Overview 
Category:Global Equity
Fund Family:CI Investments Inc.
Net Assets:46.23M
Year-to-Date Return:7.69%
Yield:0.00%
Morningstar Rating:4 stars
Fund Inception Date:Apr 16, 2007
Morningstar Style Box 
Global Equity
[View Category Definition]
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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 : 5.93%
Average for Category:41.71%
Fees & Expenses 
ExpenseF000002568.TOCategory Avg
Annual Report Expense Ratio (net):4.13%2.08%
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/A669
5 Yr Expense Projection*:N/A1,171
10 Yr Expense Projection*:N/A2,665
* Per $10,000 invested