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SunWise Elite CI Intl Balanced Basic (F0CAN064JP.TO)

13.35 Up 0.09(0.68%) Nov 24

Profile as of Oct 30, 2014Get Profile for:
SunWise Elite CI Intl Balanced Basic
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:7.69%
Morningstar Rating:2 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:563.24%
Fees & Expenses 
ExpenseF0CAN064JP.TOCategory Avg
Annual Report Expense Ratio (net):3.14%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/A636
5 Yr Expense Projection*:N/A1,113
10 Yr Expense Projection*:N/A2,533
* Per $10,000 invested