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    SunWise Elite CI Camb Bal Bundle 75/75 (SWLITECAMBRI.TO)

    17.10 Up 0.11(0.65%) Jan 29

    Profile as of Dec 30, 2014Get Profile for:
    SunWise Elite CI Camb Bal Bundle 75/75
    2 Queen Street East,Twentieth Floor
    Phone: 800 563 5181
    Fund Overview 
    Category:Global Equity Balanced
    Fund Family:CI Investments Inc.
    Net Assets:129.75M
    Year-to-Date Return:11.18%
    Morningstar Rating:5 stars
    Fund Inception Date:Jan 11, 2010
    Morningstar Style Box 
    Global Equity Balanced
    [View Category Definition]
    View Top Global Equity Balanced Funds
    About the Morningstar Style Box
    Management Information 
    Management Team
    Lead Manager since Jan 11, 2010
    Team Managed
    Investment Information 
    Min Initial Investment:500
    Min Initial Investment, IRA:500
    Min Initial Investment, AIP:500
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:500
    SWLITECAMBRI.TO can be purchased from 0 brokerages.

    Fund Summary 
    To provide long term capital growth and income by obtaining a diversified exposure primarily to equity, equity−related and fixed−income securities of issuers located anywhere in the world. Equity investments may include common shares, preferred shares, real estate investment trust (REITs) and royalty trusts.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : 67.29%
    Average for Category:558.19%
    Fees & Expenses 
    ExpenseSWLITECAMBRI.TOCategory Avg
    Annual Report Expense Ratio (net):3.02%2.01%
    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