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    SunWise Essntl Fdty Glb Asset Allc Inc (SWESSFIDELIT.TO)

    14.98 Up 0.08(0.54%) May 27

    Profile as of Apr 29, 2016Get Profile for:
    SunWise Essntl Fdty Glb Asset Allc Inc
    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:-7.18%
    Morningstar Rating:4 stars
    Fund Inception Date:Sep 16, 2010
    Morningstar Style Box 
    Global Equity Balanced
    [View Category Definition]
    View Top Global Equity Balanced Funds
    About the Morningstar Style Box
    Management Information 
    Trevor Greetham
    Lead Manager since Sep 16, 2010
    Trevor Greetham, Asset Allocation Director: Trevor is responsible for Fidelity International's asset allocation process. Trevor is based in London and works alongside Richard Skelt, who is Head of the Investment Strategies Group. At Fidelity, Trevor will also seek to incorporate fundamental information obtained from regional portfolio managers and analysts in the fine-tuning of this process. Trevor is a qualified actuary and started his career at Provident Life.
    Investment Information 
    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
    SWESSFIDELIT.TO can be purchased from 0 brokerages.

    Fund Summary 
    The investment objective of Fund is to achieve high total return with reduced risk over the long term by allocating its assets among stocks, bonds, and short-term instruments of issuers from around the world. Total investment return is the combination of income and changes in value.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 11.28%
    Average for Category:34.38%
    Fees & Expenses 
    ExpenseSWESSFIDELIT.TOCategory Avg
    Annual Report Expense Ratio (net):2.82%1.94%
    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/A2,534
    * Per $10,000 invested