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

    18.46 Up 0.12(0.65%) Feb 4

    Profile as of Dec 30, 2015Get Profile for:
    SunWise 2001 CI Synergy Cdn 75/75
    2 Queen Street East,Twentieth Floor
    Map
    Phone: 800 563 5181
    Fund Overview 
    Category:Canadian Focused Equity
    Fund Family:CI Investments Inc
    Net Assets:1.46M
    Year-to-Date Return:0.10%
    Yield:0.00%
    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 : 6.32%
    Average for Category:32.27%
    Fees & Expenses 
    ExpenseF000003XT5.TOCategory Avg
    Annual Report Expense Ratio (net):3.20%1.91%
    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/A557
    5 Yr Expense Projection*:N/A974
    10 Yr Expense Projection*:N/A2,213
    * Per $10,000 invested