Dow Up0.82% Nasdaq Up0.70%

More On F0CAN05O4J.T…

SunWise CI International Balanced Comb (F0CAN05O4J.TO)

16.64 0.00(0.00%) May 20

Profile as of Apr 29, 2016Get Profile for:
SunWise CI International Balanced Comb
2 Queen Street East,Twentieth Floor
Phone: 800 563 5181
Fund Overview 
Category:Global Neutral Balanced
Fund Family:CI Investments Inc
Net Assets:NaN
Year-to-Date Return:-8.39%
Morningstar Rating:3 stars
Fund Inception Date:Jan 27, 2003
Morningstar Style Box 
Global Neutral Balanced
[View Category Definition]
View Top Global Neutral Balanced Funds
About the Morningstar Style Box
Management Information 
Eric Bushell
Lead Manager since Jan 27, 2003
Eric Bushell, Senior Vice-President, Portfolio Management and Chief Investment Officer of Signature Global Advisors of CI Investments Inc., has over 19 years of investment industry experience. Mr. Bushell chairs the Signature Equity and the Signature Asset Allocation Committees. Mr. Bushell began his career as an equity analyst and equity trader at BPI Mutual Funds before becoming a portfolio manager at the firm. He joined CI's Signature team in 1999 when BPI became part of CI Investments. Mr. Bushell holds the Chartered Financial Analyst designation and a B.A. from Queen's University.
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
F0CAN05O4J.TO can be purchased from 0 brokerages.

Fund Summary 
This fund's objective is to obtain maximum long-term total return. It invests primarily in equities, equity-related securities an fixed income securities of issuers located throughout the world. The fund is not limited to how much it invests in a country or asset class or keeps invested in each asset class. This will vary according to market conditions.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 19.19%
Average for Category:51.15%
Fees & Expenses 
ExpenseF0CAN05O4J.TOCategory Avg
Annual Report Expense Ratio (net):3.12%1.79%
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/A653
5 Yr Expense Projection*:N/A1,145
10 Yr Expense Projection*:N/A2,606
* Per $10,000 invested