SunWise Essntl RBC Can Divid Seg
2 Queen Street East,Twentieth Floor
Map
Phone: 800 563 5181
| Category: | Canadian Dividend and Income Equity | | Fund Family: | CI Investments Inc. | | Net Assets: | NaN | | Year-to-Date Return: | 4.62% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | Sep 15, 2010 |
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Management Team
Lead Manager since Sep 15, 2010 | | | Team Managed |
| Min Initial Investment: | N/A | | Min Initial Investment, IRA: | N/A | | Min Initial Investment, AIP: | N/A | | Min Subsequent Investment: | N/A | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| To achieve long-term total returns consisting of regular dividend income and modest long-term capital growth by investing primarily in common and preferred shares of major Canadian companies with above average dividend yields. |
| Last Dividend
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| N/A | | Last Cap Gain
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| N/A | | Annual Holdings Turnover
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| 13.82% | | Average for Category: | 52.90% |
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| Expense | SWESSCDNDEDI.TO | Category Avg |
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| Annual Report Expense Ratio (net): | 3.51% | 1.94% | | Prospectus Net Expense Ratio: | N/A | N/A | | Prospectus Gross Expense Ratio: | N/A | N/A | | Max 12b1 Fee: | N/A | N/A | | Max Front End Sales Load: | N/A | N/A | | Max Deferred Sales Load:
| N/A | N/A | | 3 Yr Expense Projection*: | N/A | 630 | | 5 Yr Expense Projection*: | N/A | 1,104 | | 10 Yr Expense Projection*: | N/A | 2,512 |
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0.11(0.97%) May 17