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SunWise Elite CI Synergy Canadian Basic (F0CAN064KF.TO)

15.55 Down 0.09(0.58%) Sep 19

Profile as of Aug 30, 2014Get Profile for:
SunWise Elite CI Synergy Canadian Basic
2 Queen Street East,Twentieth Floor
Phone: 800 563 5181
Fund Overview 
Category:Canadian Focused Equity
Fund Family:CI Investments Inc.
Net Assets:NaN
Year-to-Date Return:9.69%
Morningstar Rating:3 stars
Fund Inception Date:Oct 31, 2005
Morningstar Style Box 
Canadian Focused Equity
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Management Team
Lead Manager since Oct 31, 2005
Team Managed
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
F0CAN064KF.TO can be purchased from 0 brokerages.

Fund Summary 
This fund invests in Synergy Canadian Corporate Class and Signature Corporate Bond Corporate Class. The underlying Funds are combined to hold about 70% in shares and 30% in bonds.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 1.92%
Average for Category:56.67%
Fees & Expenses 
ExpenseF0CAN064KF.TOCategory Avg
Annual Report Expense Ratio (net):3.51%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