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SunWise Essntl Fdty Glb Asset Allc Seg (SWESSFIDITYR.TO)

12.86 Down 0.05(0.39%) Aug 28

Profile as of Jul 30, 2014Get Profile for:
SunWise Essntl Fdty Glb Asset Allc Seg
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:4.42%
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
SWESSFIDITYR.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 : 9.09%
Average for Category:31.88%
Fees & Expenses 
ExpenseSWESSFIDITYR.TOCategory Avg
Annual Report Expense Ratio (net):3.23%2.05%
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