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    SunWise Essntl 2 Cl Camb Glbl Eq Invmt (F00000PJA4.TO)

    15.79 Up 0.21(1.35%) Sep 2

    Profile as of Jul 30, 2015Get Profile for:
    SunWise Essntl 2 Cl Camb Glbl Eq Invmt
    2 Queen Street East,Twentieth Floor
    Fund Overview 
    Category:Global Equity
    Fund Family:CI Investments Inc.
    Net Assets:NaN
    Year-to-Date Return:11.78%
    Morningstar Rating:N/A
    Fund Inception Date:Aug 27, 2012
    Morningstar Style Box 
    Global Equity
    [View Category Definition]
    View Top Global Equity Funds
    About the Morningstar Style Box
    Management Information 
    Robert R. Swanson
    Lead Manager since Aug 27, 2012
    Robert Swanson, Principal and Portfolio Manager at Cambridge global Advisors. Prior to joining Cambridge in 2011, he worked at Fidelity Investments, where he was lead portfolio manager. Prior to joining Fidelity in 1999, he worked as a portfolio manager at Bank of America in Chicago. Mr. Swanson holds a B.Sc. in finance from Northern Illinois University and an MBA from Northwestern University, as well as the Chartered Financial Analyst designation.
    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
    F00000PJA4.TO can be purchased from 0 brokerages.

    Fund Summary 
    To achieve maximum long-term capital growth by obtaining exposure primarily to equity and equity-related securities of issuers located anywhere in the world.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 12.26%
    Average for Category:50.36%
    Fees & Expenses 
    ExpenseF00000PJA4.TOCategory Avg
    Annual Report Expense Ratio (net):3.28%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/A669
    5 Yr Expense Projection*:N/A1,171
    10 Yr Expense Projection*:N/A2,665
    * Per $10,000 invested