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SunWise Essntl CI Synergy Am Seg Bundle (F00000JVXI.TO)

15.20 0.00(0.00%) Jul 21
Prev Close:15.20
YTD Return*:6.58%
Net Assets*:986.52K
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for F00000JVXI.TO at this time.

Top Holdings

Symbol% AssetsYTD Return %
CI Synergy American Corporate Class72.21N/A
CI Signature Corporate Bond27.67N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:986.52K
Category:Global Equity Balanced
Annual Report Expense Ratio (net):2.90%

Performance & Risk

YTD Return:6.58%
5y Avg Return:N/A
Rank in Category (ytd):23
% Rank in Category (ytd):3.03%
Beta (3y):1.11
Morningstar Risk Rating:4

Fund Summary

This fund's objective is to obtain long-term appreciation of capital. It invests primarily in equity and equity-related securities of companies that the portfolio advisor believes have good growth potential. These companies are located in countries that have signed the North American Free Trade Agreement (NAFTA) (or its successor). These countries currently include the United States, Canada and Mexico, but may also include countries that become members of NAFTA in the future. Any change to the investment objective must be approved by a majority of votes cast at a meeting of unitholders held for that reason. View More
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