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SunWise Elite Port Ser Bal Gr 75/100 (SWESPCROISSQ.TO)

14.33 Up 0.01(0.07%) Sep 18

Profile as of Aug 30, 2014Get Profile for:
SunWise Elite Port Ser Bal Gr 75/100
2 Queen Street East,Twentieth Floor
Phone: 800 563 5181
Fund Overview 
Category:Global Equity Balanced
Fund Family:CI Investments Inc.
Net Assets:NaN
Year-to-Date Return:6.75%
Morningstar Rating:4 stars
Fund Inception Date:Oct 31, 2005
Morningstar Style Box 
Global Equity Balanced
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Management Team
Lead Manager since Oct 31, 2005
Team Managed
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
SWESPCROISSQ.TO can be purchased from 0 brokerages.

Fund Summary 
This portfolio's objective is to provide long-term capital growth with a moderate level of risk and volatility by investing directly in other mutual funds managed by CI.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 5.74%
Average for Category:574.38%
Fees & Expenses 
ExpenseSWESPCROISSQ.TOCategory Avg
Annual Report Expense Ratio (net):3.46%2.04%
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/A636
5 Yr Expense Projection*:N/A1,113
10 Yr Expense Projection*:N/A2,533
* Per $10,000 invested