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    SunWise CI Global Balanced Corp Cl Full (F0CAN05NNO.TO)

    12.77 Down 0.11(0.85%) Sep 1

    Profile as of Jul 30, 2015Get Profile for:
    SunWise CI Global Balanced Corp Cl Full
    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:11.19%
    Morningstar Rating:3 stars
    Fund Inception Date:Dec 3, 2001
    Morningstar Style Box 
    Global Equity Balanced
    [View Category Definition]
    View Top Global Equity Balanced Funds
    About the Morningstar Style Box
    Management Information 
    Eric Bushell
    Lead Manager since Dec 3, 2001
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:50
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:N/A
    F0CAN05NNO.TO can be purchased from 0 brokerages.

    Fund Summary 
    To obtain maximum long-term capital growth. It invests primarily in equity and equity-related securities of companies around the world that target the rapidly growing segments of the population. It invests a portion of its assets in fixed income securities. The Fund is not limited to how much it invests in a country or asset class or keeps invested in each asset class. These will vary according to market conditions.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 25.49%
    Average for Category:39.87%
    Fees & Expenses 
    ExpenseF0CAN05NNO.TOCategory Avg
    Annual Report Expense Ratio (net):3.52%1.97%
    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