Send me a link:

*Only U.S. numbers are accepted. Text messaging rates may apply.

 Dow Down0.10% Nasdaq Up0.23%

More On F00000PJAT.T…

SunWise Essntl 2 CI Har Bdle PIM Invmt (F00000PJAT.TO)

12.07 Up 0.01(0.08%) Apr 17
Get the big picture on all your investments.

Profile as of Mar 30, 2014Get Profile for:
SunWise Essntl 2 CI Har Bdle PIM Invmt
2 Queen Street East,Twentieth Floor
Fund Overview 
Category:Global Equity Balanced
Fund Family:CI Investments Inc.
Net Assets:5.83M
Year-to-Date Return:3.98%
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
F00000PJAT.TO can be purchased from 0 brokerages.

Fund Summary 
To provide long-term capital growth and income with low to moderate volatility by obtaining exposure primarily to equity, equity-related 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 : 9.35%
Average for Category:29.23%
Fees & Expenses 
ExpenseF00000PJAT.TOCategory Avg
Annual Report Expense Ratio (net):N/A2.09%
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