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SunWise 2001 PS Balanced 75/75 (F000003XXB.TO)

18.33 0.00(0.00%) Jul 18
Prev Close:18.33
YTD Return*:5.30%
Net Assets*:84.19M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for F000003XXB.TO at this time.

Top Holdings

Symbol% AssetsYTD Return %
CI Portfolio Series Balanced99.90N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:84.19M
Category:Global Equity Balanced
Annual Report Expense Ratio (net):2.91%

Performance & Risk

YTD Return:5.30%
5y Avg Return:8.42%
Rank in Category (ytd):58
% Rank in Category (ytd):7.65%
Beta (3y):0.86
Morningstar Risk Rating:2

Fund Summary

The investment objective of the fund is to provide a prudent balance between income and long-term capital growth while further diversifying risk by limiting its investments primarily to securities of mutual funds. View More
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