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SunWise Essntl 2 SL MFS MB Gl Gr Bdl Inc (SWESS2JMCROI.TO)

12.81 Up 0.03(0.23%) Sep 18

Profile as of Aug 30, 2014Get Profile for:
SunWise Essntl 2 SL MFS MB Gl Gr Bdl Inc
150 King St West
Phone: 800-786-5433
Fund Overview 
Category:Global Equity Balanced
Fund Family:Sun Life Global Investments (Canada) Inc
Net Assets:NaN
Year-to-Date Return:4.23%
Morningstar Rating:N/A
Fund Inception Date:Aug 27, 2012
Morningstar Style Box 
Global Equity Balanced
[View Category Definition]
View Top Global Equity Balanced Funds
About the Morningstar Style Box
Management Information 
Management Team
Lead Manager since Aug 27, 2012
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
SWESS2JMCROI.TO can be purchased from 0 brokerages.

Fund Summary 
To seek capital appreciation and income by investing primarily in equity 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 : 26.09%
Average for Category:574.38%
Fees & Expenses 
ExpenseSWESS2JMCROI.TOCategory Avg
Annual Report Expense Ratio (net):2.79%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