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    SunWise Essntl FT Quotntl Bal Gr Seg (F00000JVYI.TO)

    12.47 0.00(0.00%) Dec 24

    Profile as of Nov 29, 2014Get Profile for:
    SunWise Essntl FT Quotntl Bal Gr Seg
    2 Queen Street East,Twentieth Floor
    Map
    Phone: 800 563 5181
    Fund Overview 
    Category:Global Equity Balanced
    Fund Family:CI Investments Inc.
    Net Assets:NaN
    Year-to-Date Return:7.12%
    Yield:0.00%
    Morningstar Rating:1 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 
    Brent Smith
    Lead Manager since Sep 16, 2010
    Mr. Smith joined Franklin Templeton Investments Private Client Group in February 1996, where he is currently Chief Investment Officer and Portfolio Manager for the Quotential Program. Prior to joining the Private Client Group, Mr. Smith spent eight years with a major Canadian Life Insurer. Mr. Smith is a graduate of the University of New Brunswick (B.BA, 1986) and received his Chartered Financial Analyst designation in 1999.
    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
    F00000JVYI.TO can be purchased from 0 brokerages.

    Fund Summary 
    The investment objective of the Fund is to obtain a balance of current income and long-term capital appreciation by investing in a diversified mix of equity and income mutual funds, with a bias towards capital appreciation.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 4.67%
    Average for Category:565.37%
    Fees & Expenses 
    ExpenseF00000JVYI.TOCategory Avg
    Annual Report Expense Ratio (net):3.14%2.03%
    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