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SunWise CI Global Balanced Corp Cl Bas (F0CAN05O46.TO)

12.37 Down 0.03(0.24%) Sep 19

Profile as of Aug 30, 2014Get Profile for:
SunWise CI Global Balanced Corp Cl Bas
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:6.20%
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
F0CAN05O46.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 : 2.28%
Average for Category:574.38%
Fees & Expenses 
ExpenseF0CAN05O46.TOCategory Avg
Annual Report Expense Ratio (net):2.95%2.04%
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