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    SunWise Elite CI PSS i30/e70 Comb Gtee (F00000LN8B.TO)

    17.42 Down 0.09(0.51%) Mar 26

    Profile as of Feb 27, 2015Get Profile for:
    SunWise Elite CI PSS i30/e70 Comb Gtee
    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:5.57%
    Morningstar Rating:4 stars
    Fund Inception Date:Oct 20, 2008
    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 Oct 20, 2008
    Team Managed
    Investment Information 
    Min Initial Investment:25,000
    Min Initial Investment, IRA:25,000
    Min Initial Investment, AIP:50
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:N/A
    F00000LN8B.TO can be purchased from 0 brokerages.

    Fund Summary 
    To provide conservative returns from a diversified portfolio of income securities, with a small amount of exposure to equity securities to seek conservative capital growth. It aims to invest 30% of its assets in a pool that invest primarily in income securities and 70% of its assets in pools that invest primarily in equity securities. No new contributions will be accepted.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 8.25%
    Average for Category:555.14%
    Fees & Expenses 
    ExpenseF00000LN8B.TOCategory Avg
    Annual Report Expense Ratio (net):3.49%2.01%
    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