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SunWise CI Harbour Growth & Income Full (F0CAN05O2T.TO)

18.60 Up 0.04(0.22%) Jul 11

Profile as of May 30, 2014Get Profile for:
SunWise CI Harbour Growth & Income Full
2 Queen Street East,Twentieth Floor
Map
Phone: 800 563 5181
Fund Overview 
Category:Tactical Balanced
Fund Family:CI Investments Inc.
Net Assets:NaN
Year-to-Date Return:3.89%
Yield:0.00%
Morningstar Rating:3 stars
Fund Inception Date:Dec 3, 2001
Morningstar Style Box 
Tactical Balanced
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Gerry Coleman
Lead Manager since Dec 3, 2001
Gerald Coleman, head of the Harbour Funds portfolio management team at CI Mutual Funds Inc., joined CI in 1997 to establish the Harbour Funds. Mr. Coleman's expertise is the result of more than 35 years of experience in Canadian financial markets. Mr. Coleman began his career in finance with Montreal Trust where he managed investment portfolios for estate, trust, personal and pension portfolios. In 1978, Mr. Coleman moved to United Financial Management to concentrate exclusively on mutual funds. In 1992, he moved to Mackenzie Financial Corporation to assist in the creation of the Ivy Funds.
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
F0CAN05O2T.TO can be purchased from 0 brokerages.

Fund Summary 
This Fund's objective is to obtain long-term total return through a prudent balance of income and capital appreciation. It invests primarily in equity and equity-related securities of mid-to-large-capitalization Canadian companies and fixed income securities issued by Canadian governments and companies. The proportion of the Fund's assets invested in equity and fixed income securities may vary according to market conditions.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 2.97%
Average for Category:105.71%
Fees & Expenses 
ExpenseF0CAN05O2T.TOCategory Avg
Annual Report Expense Ratio (net):3.46%2.02%
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/A1,121
5 Yr Expense Projection*:N/A1,966
10 Yr Expense Projection*:N/A4,475
* Per $10,000 invested