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    SunWise 2001 CI Cdn Investment 75/75 (F000003XUD.TO)

    23.96 Up 0.32(1.35%) Jan 22

    Profile as of Dec 30, 2014Get Profile for:
    SunWise 2001 CI Cdn Investment 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:89.47M
    Year-to-Date Return:5.36%
    Yield:0.00%
    Morningstar Rating:3 stars
    Fund Inception Date:Dec 3, 2001
    Morningstar Style Box 
    Canadian Focused Equity
    [View Category Definition]
    View Top Canadian Focused Equity Funds
    About the Morningstar Style Box
    Management Information 
    Daniel A. Bubis
    Lead Manager since Dec 3, 2001
    Daniel A. Bubis is the President, Chief Investment Officer and founder of Tetrem Capital Management. Prior to launching Tetrem, Mr. Bubis was Chief Investment Officer at Assante Asset Management Ltd. He was responsible for all investment management operations, including overseeing Assante's investment pools and selecting and managing sub-advisors. During his tenure, Assante's funds were among the country's top performers and assets under management grew from $100 million to more than $7 Billion.
    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
    F000003XUD.TO can be purchased from 0 brokerages.

    Fund Summary 
    To achieve long-term capital growth by investing primarily in shares of major Canadian corporations.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 0.91%
    Average for Category:35.36%
    Fees & Expenses 
    ExpenseF000003XUD.TOCategory Avg
    Annual Report Expense Ratio (net):3.18%1.96%
    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