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    SunWise 2001 CI Sig Sel Cdn Bal 75/75 (F000003XY4.TO)

    17.41 Up 0.01(0.06%) Oct 6

    Profile as of Aug 30, 2015Get Profile for:
    SunWise 2001 CI Sig Sel Cdn Bal 75/75
    2 Queen Street East,Twentieth Floor
    Phone: 800 563 5181
    Fund Overview 
    Category:Canadian Equity Balanced
    Fund Family:CI Investments Inc.
    Net Assets:NaN
    Year-to-Date Return:-0.23%
    Morningstar Rating:3 stars
    Fund Inception Date:Dec 3, 2001
    Morningstar Style Box 
    Canadian Equity Balanced
    [View Category Definition]
    View Top Canadian Equity Balanced Funds
    About the Morningstar Style Box
    Management Information 
    Eric Bushell
    Lead Manager since Jul 1, 2002
    Eric Bushell, Senior Vice-President, Portfolio Management and Chief Investment Officer of Signature Global Advisors of CI Investments Inc., has over 19 years of investment industry experience. Mr. Bushell chairs the Signature Equity and the Signature Asset Allocation Committees. Mr. Bushell began his career as an equity analyst and equity trader at BPI Mutual Funds before becoming a portfolio manager at the firm. He joined CI's Signature team in 1999 when BPI became part of CI Investments. Mr. Bushell holds the Chartered Financial Analyst designation and a B.A. from Queen's University.
    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
    F000003XY4.TO can be purchased from 0 brokerages.

    Fund Summary 
    The Fund seeks to generate a steady and growing stream of income. The Fund holds a balanced portfolio of equities and convertible and fixed-income securities issued by Canadian governments and companies.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 8.69%
    Average for Category:41.15%
    Fees & Expenses 
    ExpenseF000003XY4.TOCategory Avg
    Annual Report Expense Ratio (net):2.94%1.95%
    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/A572
    5 Yr Expense Projection*:N/A1,004
    10 Yr Expense Projection*:N/A2,288
    * Per $10,000 invested