Dow Up1.31% Nasdaq Up2.40%

SunWise Essntl CI Signature High Inc Seg (SWESSREVLEVS.TO)

13.39 0.00(0.00%) Oct 20

Profile as of Sep 29, 2014Get Profile for:
SunWise Essntl CI Signature High Inc Seg
2 Queen Street East,Twentieth Floor
Map
Phone: 800 563 5181
Fund Overview 
Category:Global Neutral Balanced
Fund Family:CI Investments Inc.
Net Assets:221.02M
Year-to-Date Return:6.96%
Yield:0.00%
Morningstar Rating:3 stars
Fund Inception Date:Sep 16, 2010
Morningstar Style Box 
Global Neutral Balanced
[View Category Definition]
View Top Global Neutral Balanced Funds
About the Morningstar Style Box
Management Information 
Geof Marshall
Lead Manager since Dec 1, 2010
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
SWESSREVLEVS.TO can be purchased from 0 brokerages.

Fund Summary 
This fund's objective is to generate a high level of income and long-term capital growth. It invests primarily in high-yielding equity securities and Canadian corporate bonds. Any change to the investment objective must be approved by a majority of votes cast at a meeting of unitholders held for that reason.

Fund Operations 
Last Dividend : N/A
Last Cap Gain : N/A
Annual Holdings Turnover : 9.76%
Average for Category:46.87%
Fees & Expenses 
ExpenseSWESSREVLEVS.TOCategory Avg
Annual Report Expense Ratio (net):2.90%1.85%
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/A621
5 Yr Expense Projection*:N/A1,089
10 Yr Expense Projection*:N/A2,478
* Per $10,000 invested