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More On F000003XTZ.T…

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

18.96 Down 0.13(0.68%) Feb 11
Prev Close:19.09
YTD Return*:9.88%
Net Assets*:13.84M
Yield*:N/A

* As of 31-Dec-15

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

Headlines

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

Top Holdings

Symbol% AssetsYTD Return %
SunWise Elite CI Sig Glb Inc&Gr PMA Cl A99.87N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:13.84M
Category:Global Neutral Balanced
Annual Report Expense Ratio (net):2.96%

Performance & Risk

YTD Return:9.88%
5y Avg Return:8.20%
Rank in Category (ytd):8
% Rank in Category (ytd):0.72%
Beta (3y):0.97
Morningstar Risk Rating:5

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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