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    SunWise Essntl CI Signature Can Bal Seg (F00000JVX0.TO)

    13.76 Up 0.16(1.18%) Jul 30

    Profile as of Jun 29, 2015Get Profile for:
    SunWise Essntl CI Signature Can Bal Seg
    2 Queen Street East,Twentieth Floor
    Phone: 800 563 5181
    Fund Overview 
    Category:Canadian Neutral Balanced
    Fund Family:CI Investments Inc.
    Net Assets:26.39M
    Year-to-Date Return:1.88%
    Morningstar Rating:4 stars
    Fund Inception Date:Sep 16, 2010
    Morningstar Style Box 
    Canadian Neutral Balanced
    [View Category Definition]
    View Top Canadian Neutral Balanced Funds
    About the Morningstar Style Box
    Management Information 
    Eric Bushell
    Lead Manager since Sep 16, 2010
    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: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
    F00000JVX0.TO can be purchased from 0 brokerages.

    Fund Summary 
    This fund's objective is to achieve an attractive total return, consisting of income and capital gains. It invests primarily in a mix of Canadian equity and equity-related securities and fixed income securities. The fund is not limited to how much it invests or keeps invested in each asset class. The mix may vary according to market conditions. Any change to the investment objective must be approved by a majority of votes cast at a meeting of unitholders held for that reason.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 10.86%
    Average for Category:57.40%
    Fees & Expenses 
    ExpenseF00000JVX0.TOCategory Avg
    Annual Report Expense Ratio (net):2.88%1.83%
    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/A570
    5 Yr Expense Projection*:N/A997
    10 Yr Expense Projection*:N/A2,268
    * Per $10,000 invested