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SunWise CI Synergy American Basic (F0CAN05O1P.TO)

18.55 Down 0.08(0.43%) Sep 19

Profile as of Aug 30, 2014Get Profile for:
SunWise CI Synergy American 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:10.38%
Morningstar Rating:4 stars
Fund Inception Date:Jan 27, 2003
Morningstar Style Box 
US Equity
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Management Information 
David Picton
Lead Manager since May 1, 2005
David Picton is a founding partner of Picton Mahoney Asset Management. Prior to this, he helped launch Synergy Asset Management in 1997. His experience in the investment industry includes eight years as head of quantitative research at RBC Dominion Securities where he was one of the top ranked analysts in his sector. David holds an Honours Bachelor of Commerce degree from the University of British Columbia. He also received a Leslie Wong Fellowship from UBC's prestigious Portfolio Management Foundation.
Investment Information 
Min Initial Investment:500
Min Initial Investment, IRA:500
Min Initial Investment, AIP:50
Min Subsequent Investment:100
Min Subsequent Investment, IRA:25
Min Subsequent Investment, AIP:N/A
F0CAN05O1P.TO can be purchased from 0 brokerages.

Fund Summary 
This fund's objective is to obtain long-term appreciation of capital. It invests primarily in equity and equity-related securities of companies that the portfolio advisor believes have good growth potential. These companies are located in countries that have signed the North American Free Trade Agreement (NAFTA) (or its successor). These countries currently include the United States, Canada and Mexico, but may also include countries that become members of NAFTA in the future.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 5.31%
Average for Category:55.42%
Fees & Expenses 
ExpenseF0CAN05O1P.TOCategory Avg
Annual Report Expense Ratio (net):3.30%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