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    SunWise Elite CI Intl Balanced Basic (F0CAN064JP.TO)

    14.58 Up 0.27(1.89%) May 19

    Profile as of Apr 29, 2015Get Profile for:
    SunWise Elite CI Intl Balanced Basic
    2 Queen Street East,Twentieth Floor
    Map
    Phone: 800 563 5181
    Fund Overview 
    Category:Global Equity Balanced
    Fund Family:CI Investments Inc.
    Net Assets:NaN
    Year-to-Date Return:5.78%
    Yield:0.00%
    Morningstar Rating:4 stars
    Fund Inception Date:Oct 31, 2005
    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 Jun 1, 2011
    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
    F0CAN064JP.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 and 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 : 19.08%
    Average for Category:34.45%
    Fees & Expenses 
    ExpenseF0CAN064JP.TOCategory Avg
    Annual Report Expense Ratio (net):3.14%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/A636
    5 Yr Expense Projection*:N/A1,113
    10 Yr Expense Projection*:N/A2,533
    * Per $10,000 invested