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SunWise 2001 Fidelity NorthStar 100/100 (SUNWISEFIDTO.TO)

17.75 Down 0.05(0.28%) Jun 24

Profile as of Apr 29, 2016Get Profile for:
SunWise 2001 Fidelity NorthStar 100/100
2 Queen Street East,Twentieth Floor
Phone: 800 563 5181
Fund Overview 
Category:Global Small/Mid Cap Equity
Fund Family:CI Investments Inc
Net Assets:NaN
Year-to-Date Return:-8.91%
Morningstar Rating:3 stars
Fund Inception Date:Mar 28, 2005
Morningstar Style Box 
Global Small/Mid Cap Equity
[View Category Definition]
View Top Global Small/Mid Cap Equity Funds
About the Morningstar Style Box
Management Information 
Not Disclosed
Lead Manager since Apr 1, 2009
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
SUNWISEFIDTO.TO can be purchased from 0 brokerages.

Fund Summary 
This fund aims to achieve long-term capital growth. It invests primarily in equity securities of companies anywhere in the world.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 4.74%
Average for Category:52.21%
Fees & Expenses 
ExpenseSUNWISEFIDTO.TOCategory Avg
Annual Report Expense Ratio (net):3.99%1.95%
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/A703
5 Yr Expense Projection*:N/A1,232
10 Yr Expense Projection*:N/A2,805
* Per $10,000 invested