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    SunWise Portfolio Series Balanced Gr 75% (F0CAN05MHP.TO)

    22.85 Up 0.24(1.06%) Jun 29

    Profile as of Apr 29, 2016Get Profile for:
    SunWise Portfolio Series Balanced Gr 75%
    2 Queen Street East,Twentieth Floor
    Phone: 800 563 5181
    Fund Overview 
    Category:Global Equity Balanced
    Fund Family:CI Investments Inc
    Net Assets:NaN
    Year-to-Date Return:-3.80%
    Morningstar Rating:4 stars
    Fund Inception Date:Nov 24, 1998
    Morningstar Style Box 
    Global Equity Balanced
    [View Category Definition]
    View Top Global Equity Balanced Funds
    About the Morningstar Style Box
    Management Information 
    Not Disclosed
    Lead Manager since Nov 24, 1998
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:50
    Min Subsequent Investment:250
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:N/A
    F0CAN05MHP.TO can be purchased from 0 brokerages.

    Fund Summary 
    The investment objective of the fund is to achieve long-term capital appreciation by investing primarily in equity mutual funds. This fund may also invest in income mutual funds to reduce overall portfolio volatility.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 3.01%
    Average for Category:31.22%
    Fees & Expenses 
    ExpenseF0CAN05MHP.TOCategory Avg
    Annual Report Expense Ratio (net):2.87%1.94%
    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/A2,534
    * Per $10,000 invested