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    SunWise Essntl 2 CICamCdnAABalBdl Inc (F00000PJ9W.TO)

    13.04 Down 0.06(0.46%) Jan 28

    Profile as of Dec 30, 2014Get Profile for:
    SunWise Essntl 2 CICamCdnAABalBdl Inc
    2 Queen Street East,Twentieth Floor
    Fund Overview 
    Category:Tactical Balanced
    Fund Family:CI Investments Inc.
    Net Assets:22.18M
    Year-to-Date Return:9.59%
    Morningstar Rating:N/A
    Fund Inception Date:Aug 27, 2012
    Morningstar Style Box 
    Tactical Balanced
    [View Category Definition]
    View Top Tactical Balanced Funds
    About the Morningstar Style Box
    Management Information 
    Management Team
    Lead Manager since Aug 27, 2012
    Team Managed
    Investment Information 
    Min Initial Investment:500
    Min Initial Investment, IRA:500
    Min Initial Investment, AIP:50
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:50
    F00000PJ9W.TO can be purchased from 0 brokerages.

    Fund Summary 
    To achieve a superior total rate of return by obtaining exposure primarily to equity, equity-related and fixed income securities of Canadian issuers.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 5.15%
    Average for Category:94.64%
    Fees & Expenses 
    ExpenseF00000PJ9W.TOCategory Avg
    Annual Report Expense Ratio (net):2.52%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/A977
    5 Yr Expense Projection*:N/A1,712
    10 Yr Expense Projection*:N/A3,897
    * Per $10,000 invested