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SunWise CI Synergy Glbl Corp Class Basic (F0CAN05O2R.TO)

13.00 Up 0.06(0.46%) Jul 24

Profile as of Jun 29, 2014Get Profile for:
SunWise CI Synergy Glbl Corp Class Basic
2 Queen Street East,Twentieth Floor
Phone: 800 563 5181
Fund Overview 
Category:Global Equity
Fund Family:CI Investments Inc.
Net Assets:4.02M
Year-to-Date Return:4.54%
Morningstar Rating:4 stars
Fund Inception Date:Dec 3, 2001
Morningstar Style Box 
Global Equity
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Michael Mahoney
Lead Manager since Dec 3, 2001
Mike Mahoney, a principal of Picton Mahoney Asset Management, has 17 years of investment management experience. He began his investment career at the Alberta Treasury as a U.S. equities analyst. He later became a portfolio manager of U.S. and international equities at Genus Capital Management and a research manager at HSBC Asset Management Europe, a U.K.-based firm. He has managed global portfolios for Synergy mutual funds since 1997. He continues to manage those portfolios through Picton Mahoney Asset Management, an investment firm he founded in November 2004.
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
F0CAN05O2R.TO can be purchased from 0 brokerages.

Fund Summary 
The investment objective is to achieve superior long-term capital growth through the tactical allocation of assets among various markets and industry sectors throughout the world. The Fund uses a proprietary quantitative model to select investments in any market or industry. The Fund invests primarily in exchange-traded funds (or ETFs) and/or other equity securities and instruments that provide exposure to those markets and industry sectors.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 5.01%
Average for Category:41.71%
Fees & Expenses 
ExpenseF0CAN05O2R.TOCategory Avg
Annual Report Expense Ratio (net):3.29%2.08%
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/A669
5 Yr Expense Projection*:N/A1,171
10 Yr Expense Projection*:N/A2,665
* Per $10,000 invested