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

20.12 Up 0.16(0.80%) Aug 20

Profile as of Jul 30, 2014Get 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:5.59%
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 : 16.24%
Average for Category:31.88%
Fees & Expenses 
ExpenseF000003XV3.TOCategory Avg
Annual Report Expense Ratio (net):2.77%2.05%
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/A636
5 Yr Expense Projection*:N/A1,113
10 Yr Expense Projection*:N/A2,533
* Per $10,000 invested