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    SunWise 2001 CI Global Value 100/100 (F000003XW0.TO)

    11.35 Down 0.06(0.53%) Apr 16

    Profile as of Mar 30, 2015Get Profile for:
    SunWise 2001 CI Global Value 100/100
    2 Queen Street East,Twentieth Floor
    Phone: 800 563 5181
    Fund Overview 
    Category:Global Equity
    Fund Family:CI Investments Inc.
    Net Assets:2.84M
    Year-to-Date Return:12.50%
    Morningstar Rating:3 stars
    Fund Inception Date:Dec 3, 2001
    Morningstar Style Box 
    Global Equity
    [View Category Definition]
    View Top Global Equity Funds
    About the Morningstar Style Box
    Management Information 
    John Hock
    Lead Manager since Dec 3, 2001
    John Hock est le fondateur et directeur des placements d'Altrinsic Global Advisors, avec la responsabilité principale de la recherche sur l'industrie financière. Avant de fonder Altrinsic, M. Hock était vice-président principal à Hanberger Global Investors à Fort Lauderdale en Floride. Auparavant chez Merrill Lynch, son analyse se concentrait sur les actions étrangères. M. Hock est analyste financier agréé. Il est titulaire d'un baccalauréat en sciences en économie appliquée de Cornell University et d'un M.B.A. en finances de l'université de New York.
    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
    F000003XW0.TO can be purchased from 0 brokerages.

    Fund Summary 
    The investment objective of the Fund is to provide superior long-term investment returns through capital growth through investment in a diversified portfolio of worldwide marketable securities primarily from North America, Europe and the Far East.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 2.43%
    Average for Category:38.98%
    Fees & Expenses 
    ExpenseF000003XW0.TOCategory Avg
    Annual Report Expense Ratio (net):3.93%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/A669
    5 Yr Expense Projection*:N/A1,171
    10 Yr Expense Projection*:N/A2,665
    * Per $10,000 invested