YHD - Delayed Quote CAD

SunWise Essntl CI Synergy Am Seg Fd (SWESSAMRICAI.TO)

21.99 -0.37 (-1.65%)
At close: June 28 at 6:07 PM EDT

Fund Summary

This fund's objective is to obtain long-term appreciation of capital. It invests primarily in equity and equity-related securities of companies that the portfolio advisor believes have good growth potential. These companies are located in countries that have signed the North American Free Trade Agreement (NAFTA) (or its successor). These countries currently include the United States, Canada and Mexico, but may also include countries that become members of NAFTA in the future. Any change to the investment objective must be approved by a majority of votes cast at a meeting of unitholders held for that reason.

SunWise Essntl CI Synergy Am Seg Fd

2 Queen Street East,Twentieth Floor
800 563 5181

Fund Overview

Category US Equity
Fund Family CI Investments Inc
Net Assets --
YTD Return -10.56%
Yield 0.00%
Morningstar Rating
Inception Date Sep 16, 2010

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 0.76%
Average for Category --

Fees & Expenses

Expense SWESSAMRICAI.TO Category Average
Annual Report Expense Ratio (net) 3.29% 1.70%
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

David Picton, Lead Manager since September 16, 2010
David Picton is a founding partner of Picton Mahoney Asset Management. Prior to this, he helped launch Synergy Asset Management in 1997. His experience in the investment industry includes eight years as head of quantitative research at RBC Dominion Securities where he was one of the top ranked analysts in his sector. David holds an Honours Bachelor of Commerce degree from the University of British Columbia. He also received a Leslie Wong Fellowship from UBC's prestigious Portfolio Management Foundation.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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