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    SunWise Essntl 2 CIBlkCrk GlblBal PIMInv (F00000PJ8Y.TO)

    17.31 Up 0.26(1.52%) Aug 28

    Profile as of Jul 30, 2015Get Profile for:
    SunWise Essntl 2 CIBlkCrk GlblBal PIMInv
    2 Queen Street East,Twentieth Floor
    Fund Overview 
    Category:Global Equity Balanced
    Fund Family:CI Investments Inc.
    Net Assets:NaN
    Year-to-Date Return:17.53%
    Morningstar Rating:N/A
    Fund Inception Date:Aug 27, 2012
    Morningstar Style Box 
    Global Equity Balanced
    [View Category Definition]
    View Top Global Equity Balanced Funds
    About the Morningstar Style Box
    Management Information 
    Richard Jenkins
    Lead Manager since Aug 27, 2012
    Richard Jenkins joined Black Creek Investment Management in July 2008 as Chairman and Managing Director. Prior to joining Black Creek, Richard spent over 14 years with Trimark. Richard was the lead manager of the top- performing Trimark Europlus fund from inception, and the Trimark Global Balanced Fund. Richard also has experience managing equity and real estate portfolios with TD Bank and with Alberta Heritage Savings and Trust fund. Richard has a Bachelor of Commerce degree with distinction from the University of Alberta, an MBA from INSEAD and has completed programs at Harvard University.
    Investment Information 
    Min Initial Investment:100,000
    Min Initial Investment, IRA:100,000
    Min Initial Investment, AIP:5,000
    Min Subsequent Investment:5,000
    Min Subsequent Investment, IRA:5,000
    Min Subsequent Investment, AIP:5,000
    F00000PJ8Y.TO can be purchased from 0 brokerages.

    Fund Summary 
    To seek the growth of long-term total return by investing primarily in equity and fixed income securities of issuers located anywhere in the world.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 11.38%
    Average for Category:39.87%
    Fees & Expenses 
    ExpenseF00000PJ8Y.TOCategory Avg
    Annual Report Expense Ratio (net):0.16%1.97%
    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