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    More On F000003XTZ.T…

    SunWise 2001 CI SS Gl Inc&Gr Cop 75/75 (F000003XTZ.TO)

    19.97 Down 0.15(0.75%) Jul 24
    Prev Close:20.12
    YTD Return*:7.16%
    Net Assets*:15.38M

    * As of 30-Jun-15

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


    • No Headlines available for F000003XTZ.TO at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SunWise Elite CI Sig Glb Inc&Gr PMA Cl A99.82N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:15.38M
    Category:Global Equity Balanced
    Annual Report Expense Ratio (net):2.96%

    Performance & Risk

    YTD Return:7.16%
    5y Avg Return:9.98%
    Rank in Category (ytd):15
    % Rank in Category (ytd):1.68%
    Beta (3y):0.98
    Morningstar Risk Rating:4

    Fund Summary

    Trimark Global Balanced Fund seeks to provide a high total investment return through a combination of income and strong capital growth. The Fund holds a balanced portfolio of equities, convertible and fixed-income securities issued by governments (federal, provincial or municipal) or corporations anywhere in the world. View More
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