• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down0.16% Nasdaq Down0.08%

    More On SUNWISEEMOND…


    SunWise Elite CI Glb High Div Ad 100/100 (SUNWISEEMOND.TO)

    11.13 Up 0.07(0.63%) Jul 3

    Profile as of May 30, 2015Get Profile for:
    SunWise Elite CI Glb High Div Ad 100/100
    2 Queen Street East,Twentieth Floor
    Map
    Phone: 800 563 5181
    Fund Overview 
    Category:Global Equity
    Fund Family:CI Investments Inc.
    Net Assets:NaN
    Year-to-Date Return:5.50%
    Yield:0.00%
    Morningstar Rating:2 stars
    Fund Inception Date:Apr 16, 2007
    Morningstar Style Box 
    Global Equity
    [View Category Definition]
    View Top Global Equity Funds
    About the Morningstar Style Box
    Management Information 
    William W. Priest Jr.
    Lead Manager since Apr 16, 2007
    Priest is Chief Executive Officer & Chief Investment Officer. Previously was a Co-Managing Partner and Portfolio Manager at Steinberg Priest & Sloane Capital Management, LLC. Prior to joining Steinberg Priest, he was a Member of the Global Executive Committee of Credit Suisse Asset Management, Chairman and CEO of Credit Suisse Asset Management Americas and CEO and Portfolio Manager of its predecessor firm BEA Associates, which he co-founded in 1972. He is a CFA charterholder, CPA, and a graduate of Duke University and the University of Pennsylvania Wharton Graduate School of Business.
    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
    SUNWISEEMOND.TO can be purchased from 0 brokerages.

    Fund Summary 
    To generate a stable stream of income and to preserve and enhance the net asset value of the fund by obtaining exposure primarily to income generating equity, equity-related and fixed income securities of issuers located anywhere in the world.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 13.36%
    Average for Category:43.85%
    Fees & Expenses 
    ExpenseSUNWISEEMOND.TOCategory Avg
    Annual Report Expense Ratio (net):4.78%1.99%
    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/A669
    5 Yr Expense Projection*:N/A1,171
    10 Yr Expense Projection*:N/A2,665
    * Per $10,000 invested