YHD - Delayed Quote CAD

SunWise Elite CI Har For G&I Cp 75/75 (SUNESOCDECRO.TO)

13.03 -0.01 (-0.08%)
As of June 28 at 6:07 PM EDT. Market Open.

Fund Summary

To obtain maximum long term capital growth by obtaining exposure primarily to equity, equity-related and fixed income securities of issuers located anywhere in the world.

SunWise Elite CI Har For G&I Cp 75/75

2 Queen Street East,Twentieth Floor
800 563 5181

Fund Overview

Category Global Equity Balanced
Fund Family CI Investments Inc
Net Assets --
YTD Return -2.11%
Yield 0.00%
Morningstar Rating
Inception Date Apr 16, 2007

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 12.68%
Average for Category --

Fees & Expenses

Expense SUNESOCDECRO.TO Category Average
Annual Report Expense Ratio (net) 3.18% 1.89%
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Stephen Jenkins, Lead Manager since April 16, 2007
Gerald Coleman, chef de Harbour Advisors, s'est joint à Placements CI en 1997 pour lancer les Fonds Harbour. M. Coleman découle de plus de 40 années d’expérience sur les marchés financiers canadiens. Sa réputation à titre de l'un des plus importants gestionnaires de fonds du Canada a été reconnue lorsqu'il a remporté le titre de gestionnaire de fonds de l'année en 2008 et 2001. En outre, il a été nommé le gestionnaire d'actifs de la décennie par The Globe and Mail en 2010.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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