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SunWise Elite Quotential Cdn Gr 100/100 (SWELITEQUOTE.TO)

19.20 Up 0.04(0.21%) Jul 9

Profile as of May 30, 2014Get Profile for:
SunWise Elite Quotential Cdn Gr 100/100
2 Queen Street East,Twentieth Floor
Phone: 800-563-5181
Fund Overview 
Category:Canadian Equity
Fund Family:CI Investments Inc.
Net Assets:NaN
Year-to-Date Return:7.10%
Morningstar Rating:4 stars
Fund Inception Date:Oct 20, 2008
Morningstar Style Box 
Canadian Equity
[View Category Definition]
View Top Canadian Equity Funds
About the Morningstar Style Box
Management Information 
Management Team
Lead Manager since Oct 20, 2008
Team Managed
Investment Information 
Min Initial Investment:25,000
Min Initial Investment, IRA:25,000
Min Initial Investment, AIP:50
Min Subsequent Investment:100
Min Subsequent Investment, IRA:100
Min Subsequent Investment, AIP:50
SWELITEQUOTE.TO can be purchased from 0 brokerages.

Fund Summary 
To provide long-term capital growth by obtaining exposure primarily to a diversified portfolio of equity securities of issuers located primarily in Canada.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 27.51%
Average for Category:44.41%
Fees & Expenses 
ExpenseSWELITEQUOTE.TOCategory Avg
Annual Report Expense Ratio (net):4.20%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/A607
5 Yr Expense Projection*:N/A1,064
10 Yr Expense Projection*:N/A2,420
* Per $10,000 invested