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    SunWise 2001 Mack Cundill Cdn Sec 75/100 (SUNWISE2001M.TO)

    16.98 Down 0.07(0.41%) May 2

    Profile as of Mar 30, 2016Get Profile for:
    SunWise 2001 Mack Cundill Cdn Sec 75/100
    2 Queen Street East,Twentieth Floor
    Phone: 800 563 5181
    Fund Overview 
    Category:Canadian Focused Equity
    Fund Family:CI Investments Inc
    Net Assets:2.95M
    Year-to-Date Return:-5.90%
    Morningstar Rating:2 stars
    Fund Inception Date:Dec 3, 2001
    Morningstar Style Box 
    Canadian Focused Equity
    [View Category Definition]
    View Top Canadian Focused Equity Funds
    About the Morningstar Style Box
    Management Information 
    Alan Radlo
    Lead Manager since Dec 3, 2001
    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 Masters of Business Administration from the University of Massachusetts in Amherst, Massachusetts.
    Investment Information 
    Min Initial Investment:500
    Min Initial Investment, IRA:500
    Min Initial Investment, AIP:50
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:50
    SUNWISE2001M.TO can be purchased from 0 brokerages.

    Fund Summary 
    The Fund's objective is to provide long-term growth of capital by investing primarily in equity securities of Canadian issuers.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 3.56%
    Average for Category:37.10%
    Fees & Expenses 
    ExpenseSUNWISE2001M.TOCategory Avg
    Annual Report Expense Ratio (net):3.79%1.89%
    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/A557
    5 Yr Expense Projection*:N/A974
    10 Yr Expense Projection*:N/A2,213
    * Per $10,000 invested