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    SunWise Essntl 2 Port Bal Invmt (F00000PJCT.TO)

    13.25 0.00(0.00%) Oct 7

    Profile as of Aug 30, 2015Get Profile for:
    SunWise Essntl 2 Port Bal Invmt
    2 Queen Street East,Twentieth Floor
    Fund Overview 
    Category:Global Equity Balanced
    Fund Family:CI Investments Inc.
    Net Assets:NaN
    Year-to-Date Return:2.86%
    Morningstar Rating:2 stars
    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: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
    F00000PJCT.TO can be purchased from 0 brokerages.

    Fund Summary 
    To provide a balance between income and long-term capital growth by obtaining exposure 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 : 8.36%
    Average for Category:34.90%
    Fees & Expenses 
    ExpenseF00000PJCT.TOCategory Avg
    Annual Report Expense Ratio (net):2.87%1.99%
    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/A654
    5 Yr Expense Projection*:N/A1,144
    10 Yr Expense Projection*:N/A2,604
    * Per $10,000 invested