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SunWise AIC American Focused Basic (F0CAN05NZO.TO)

10.22 Up 0.07(0.69%) Aug 18

Profile as of Jul 30, 2014Get Profile for:
SunWise AIC American Focused Basic
2 Queen Street East,Twentieth Floor
Phone: 800 563 5181
Fund Overview 
Category:US Equity
Fund Family:CI Investments Inc.
Net Assets:NaN
Year-to-Date Return:5.05%
Morningstar Rating:2 stars
Fund Inception Date:Dec 3, 2001
Morningstar Style Box 
US Equity
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Management Team
Lead Manager since Dec 3, 2001
Team Managed
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
F0CAN05NZO.TO can be purchased from 0 brokerages.

Fund Summary 
The fundamental investment objective of the Fund is to obtain capital preservation and appreciation by investing primarily in a select number of U.S. equities.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 2.08%
Average for Category:58.31%
Fees & Expenses 
ExpenseF0CAN05NZO.TOCategory Avg
Annual Report Expense Ratio (net):3.62%1.91%
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/A579
5 Yr Expense Projection*:N/A1,013
10 Yr Expense Projection*:N/A2,305
* Per $10,000 invested