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    SunWise 2001 PS Summit Bal Growth 75/75 (F000003XV3.TO)

    21.21 Down 0.01(0.05%) Nov 23

    Profile as of Oct 30, 2015Get Profile for:
    SunWise 2001 PS Summit Bal Growth 75/75
    2 Queen Street East,Twentieth Floor
    Phone: 800 563 5181
    Fund Overview 
    Category:Global Equity Balanced
    Fund Family:CI Investments Inc.
    Net Assets:NaN
    Year-to-Date Return:3.84%
    Morningstar Rating:4 stars
    Fund Inception Date:Dec 3, 2001
    Morningstar Style Box 
    Global Equity Balanced
    [View Category Definition]
    View Top Global Equity Balanced Funds
    About the Morningstar Style Box
    Management Information 
    Management Team
    Lead Manager since Dec 3, 2001
    Team Managed
    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
    F000003XV3.TO can be purchased from 0 brokerages.

    Fund Summary 
    To achieve long-term capital growth by investing primarily in equity mutual funds. The Fund may also invest in income mutual funds to reduce overall portfolio volatility.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 16.85%
    Average for Category:30.85%
    Fees & Expenses 
    ExpenseF000003XV3.TOCategory Avg
    Annual Report Expense Ratio (net):2.81%1.98%
    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/A654
    5 Yr Expense Projection*:N/A1,144
    10 Yr Expense Projection*:N/A2,604
    * Per $10,000 invested