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SunWise 2001 CI Synergy Cdn 75/75 (F000003XT5.TO)

20.24 Up 0.02(0.10%) Jul 29

Profile as of Jun 29, 2014Get Profile for:
SunWise 2001 CI Synergy Cdn 75/75
2 Queen Street East,Twentieth Floor
Phone: 800 563 5181
Fund Overview 
Category:Canadian Focused Equity
Fund Family:CI Investments Inc.
Net Assets:2.98M
Year-to-Date Return:8.27%
Morningstar Rating:3 stars
Fund Inception Date:Jun 23, 2004
Morningstar Style Box 
Canadian Focused Equity
[View Category Definition]
View Top Canadian Focused Equity Funds
About the Morningstar Style Box
Management Information 
David Picton
Lead Manager since Jun 23, 2004
David Picton is a founding partner of Picton Mahoney Asset Management. Prior to this, he helped launch Synergy Asset Management in 1997. His experience in the investment industry includes eight years as head of quantitative research at RBC Dominion Securities where he was one of the top ranked analysts in his sector. David holds an Honours Bachelor of Commerce degree from the University of British Columbia. He also received a Leslie Wong Fellowship from UBC's prestigious Portfolio Management Foundation.
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
F000003XT5.TO can be purchased from 0 brokerages.

Fund Summary 
The Fund seeks long-term capital growth by investing primarily in equity and equity-related securities of Canadian companies representing the momentum style. The Fund may also invest in foreign securities. The fundamental investment objective of the Fund cannot be changed without obtaining security holder approval.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 2.23%
Average for Category:60.87%
Fees & Expenses 
ExpenseF000003XT5.TOCategory Avg
Annual Report Expense Ratio (net):3.22%2.00%
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/A564
5 Yr Expense Projection*:N/A986
10 Yr Expense Projection*:N/A2,240
* Per $10,000 invested