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SunWise Eli CI Camb Cor Cdn Eq Corp Coms (F0CAN064IC.TO)

15.16 Up 0.03(0.20%) Jul 29

Profile as of Jun 29, 2014Get Profile for:
SunWise Eli CI Camb Cor Cdn Eq Corp Coms
2 Queen Street East,Twentieth Floor
Map
Phone: 800 563 5181
Fund Overview 
Category:Canadian Focused Equity
Fund Family:CI Investments Inc.
Net Assets:28.25M
Year-to-Date Return:9.74%
Yield:0.00%
Morningstar Rating:5 stars
Fund Inception Date:Oct 31, 2005
Morningstar Style Box 
Canadian Focused Equity
[View Category Definition]
View Top Canadian Focused Equity Funds
About the Morningstar Style Box
Management Information 
Alan R. Radlo
Lead Manager since Oct 31, 2005
Alan Radlo, Chief Investment Officer of Cambridge Advisors. Mr. Radlo joined CI Investments in 2008 to found Cambridge Advisors. Prior to that, he was a portfolio manager at Fidelity Investments. In his 21-year career at the company, Mr. Radlo analyzed and selected stocks for Canadian, American and global equity portfolios. Prior to that, he worked as an analyst and a portfolio manager of a small-cap growth fund at Bank of Boston. He holds an economics degree from Brandeis University and a MBA from the University of Massachusetts in Amherst, Massachusetts.
Investment Information 
Min Initial Investment:500
Min Initial Investment, IRA:500
Min Initial Investment, AIP:N/A
Min Subsequent Investment:100
Min Subsequent Investment, IRA:100
Min Subsequent Investment, AIP:N/A
F0CAN064IC.TO can be purchased from 0 brokerages.

Fund Summary 
The fund seeks to generate long-term capital growth by investing mainly in Canadian equities that are determined to be undervalued and that have the potential for future growth.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 13.30%
Average for Category:60.87%
Fees & Expenses 
ExpenseF0CAN064IC.TOCategory Avg
Annual Report Expense Ratio (net):3.89%2.00%
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/A564
5 Yr Expense Projection*:N/A986
10 Yr Expense Projection*:N/A2,240
* Per $10,000 invested