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SunWise 2001 Fidelity Gl AA 75/75 (F000003XXN.TO)

15.30 Up 0.11(0.72%) Jun 23

Profile as of Apr 29, 2016Get Profile for:
SunWise 2001 Fidelity Gl AA 75/75
2 Queen Street East,Twentieth Floor
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Phone: 800 563 5181
Fund Overview 
Category:Global Equity Balanced
Fund Family:CI Investments Inc
Net Assets:NaN
Year-to-Date Return:-7.23%
Yield:0.00%
Morningstar Rating:5 stars
Fund Inception Date:Dec 3, 2001
Morningstar Style Box 
Global Equity Balanced
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Richard Habermann
Lead Manager since Dec 3, 2001
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
F000003XXN.TO can be purchased from 0 brokerages.

Fund Summary 
This Fund aims to achieve high total investment return. This Fund uses an asset allocation approach. It invests primarily in a mix of equity securities, fixed-income securities and money market instruments from around the world.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 11.30%
Average for Category:31.22%
Fees & Expenses 
ExpenseF000003XXN.TOCategory Avg
Annual Report Expense Ratio (net):3.11%1.94%
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/A2,534
* Per $10,000 invested