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SunWise 2001 CI Synergy Cdn 100/100 (F000003XTB.TO)

17.44 0.00(0.00%) Oct 30
Prev Close:17.44
YTD Return*:6.75%
Net Assets*:2.85M

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in CAD.


  • No Headlines available for F000003XTB.TO at this time.

Top Holdings

Symbol% AssetsYTD Return %
Synergy Canadian Corporate Class99.67N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.85M
Category:Canadian Focused Equity
Annual Report Expense Ratio (net):3.77%

Performance & Risk

YTD Return:6.75%
5y Avg Return:7.63%
Rank in Category (ytd):75
% Rank in Category (ytd):12.58%
Beta (3y):0.81
Morningstar Risk Rating:4

Fund Summary

The Fund seeks long-term capital growth by investing primarily in equity and equity-related securities of Canadian companies representing the momentum style. The Fund may also invest in foreign securities. The fundamental investment objective of the Fund cannot be changed without obtaining security holder approval. View More
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