• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.44% Nasdaq Down0.37%

    More On F00000JVVP.T…

    SunWise Essntl CI Camb Glb Eq Inc Bundle (F00000JVVP.TO)

    15.65 Up 0.03(0.19%) Nov 27

    Profile as of Oct 30, 2015Get Profile for:
    SunWise Essntl CI Camb Glb Eq Inc Bundle
    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:3.56%
    Morningstar Rating:4 stars
    Fund Inception Date:Sep 16, 2010
    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 Sep 16, 2010
    Team Managed
    Investment Information 
    Min Initial Investment:N/A
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    F00000JVVP.TO can be purchased from 0 brokerages.

    Fund Summary 
    This fund's objective is to achieve long-term capital growth by investing, directly or indirectly, primarily in equity securities of companies located anywhere in the world. Indirect investments may include convertible securities, derivatives, equity-related securities and securities of other mutual funds. Any change to the investment objective must be approved by a majority of the votes cast by shareholders at a meeting called to consider the change.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 17.98%
    Average for Category:30.85%
    Fees & Expenses 
    ExpenseF00000JVVP.TOCategory Avg
    Annual Report Expense Ratio (net):2.53%1.98%
    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/A654
    5 Yr Expense Projection*:N/A1,144
    10 Yr Expense Projection*:N/A2,604
    * Per $10,000 invested