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SunWise Essntl 2 Cl Cam Gl Eq Bdl PIMInv (F00000PJA1.TO)

14.50 Down 0.03(0.21%) Sep 16

Profile as of Aug 30, 2014Get Profile for:
SunWise Essntl 2 Cl Cam Gl Eq Bdl 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:10.68%
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 
Management Team
Lead Manager since Aug 27, 2012
Team Managed
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
F00000PJA1.TO can be purchased from 0 brokerages.

Fund Summary 
To achieve long-term capital growth and income by obtaining exposure primarily to equity, equity-related and fixed-income securities. It invests in securities that are located anywhere in the world.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 37.88%
Average for Category:574.38%
Fees & Expenses 
ExpenseF00000PJA1.TOCategory Avg
Annual Report Expense Ratio (net):0.27%2.04%
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