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

22.16 0.00(0.00%) Aug 18

Profile as of Jul 30, 2014Get 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:5.46%
Morningstar Rating:4 stars
Fund Inception Date:Nov 24, 1998
Morningstar Style Box 
Global Equity Balanced
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Management Team
Lead Manager since Nov 24, 1998
Team Managed
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 : N/A
Average for Category:31.88%
Fees & Expenses 
ExpenseF0CAN05MHP.TOCategory Avg
Annual Report Expense Ratio (net):2.63%2.05%
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