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SunWise 2001 PS Balanced 100/100 (F000003XX3.TO)

17.24 Up 0.03(0.17%) Jul 30

Profile as of Jun 29, 2014Get Profile for:
SunWise 2001 PS Balanced 100/100
2 Queen Street East,Twentieth Floor
Map
Phone: 800 563 5181
Fund Overview 
Category:Global Equity Balanced
Fund Family:CI Investments Inc.
Net Assets:84.19M
Year-to-Date Return:4.92%
Yield:0.00%
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
F000003XX3.TO can be purchased from 0 brokerages.

Fund Summary 
The investment objective of the fund is to provide a prudent balance between income and long-term capital growth while further diversifying risk by limiting its investments primarily to securities of mutual funds.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 7.03%
Average for Category:30.97%
Fees & Expenses 
ExpenseF000003XX3.TOCategory Avg
Annual Report Expense Ratio (net):3.43%2.06%
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