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SunWise Essntl Port Sel 40i60eMgt Seg (F00000JVZ7.TO)

13.52 Up 0.02(0.15%) Jun 22

Profile as of Apr 29, 2016Get Profile for:
SunWise Essntl Port Sel 40i60eMgt Seg
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:-2.05%
Morningstar Rating:3 stars
Fund Inception Date:Sep 16, 2010
Morningstar Style Box 
Global Equity Balanced
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About the Morningstar Style Box

Style box information not available for F00000JVZ7.TO.

Management Information 
Not Disclosed
Lead Manager since Sep 16, 2010
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
F00000JVZ7.TO can be purchased from 0 brokerages.

Fund Summary 
The investment objective of this Managed Portfolio is to provide a balance between income and long-term capital growth, while diversifying risk by investing in equity and income securities. It aims to invest 40% of its assets in mutual funds that invest primarily in income securities and 60% of its assets in mutual funds that invest primarily in equity securities. 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 : 10.80%
Average for Category:31.22%
Fees & Expenses 
ExpenseF00000JVZ7.TOCategory Avg
Annual Report Expense Ratio (net):2.86%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