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SunWise Essntl 2 SL BTG Cdn Bond Invmt (SWESS2OBLIGC.TO)

10.11 Up 0.05(0.50%) Jun 24

Profile as of Apr 29, 2016Get Profile for:
SunWise Essntl 2 SL BTG Cdn Bond Invmt
150 King St West
Phone: 800-786-5433
Fund Overview 
Category:Canadian Fixed Income
Fund Family:CI Investments Inc
Net Assets:NaN
Year-to-Date Return:0.40%
Morningstar Rating:1 stars
Fund Inception Date:Aug 27, 2012
Morningstar Style Box 
Canadian Fixed Income
[View Category Definition]
View Top Canadian Fixed Income Funds
About the Morningstar Style Box
Management Information 
Not Disclosed
Lead Manager since Aug 27, 2012
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
SWESS2OBLIGC.TO can be purchased from 0 brokerages.

Fund Summary 
To seek a high rate of income by investing primarily in fixed income securities of Canadian government and corporate issuers.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 41.82%
Average for Category:99.47%
Fees & Expenses 
ExpenseSWESS2OBLIGC.TOCategory Avg
Annual Report Expense Ratio (net):2.36%1.21%
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/A393
5 Yr Expense Projection*:N/A687
10 Yr Expense Projection*:N/A1,563
* Per $10,000 invested