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 Dow Down 0.72% Nasdaq Down 0.50%

SunWise Essntl FT Quotntl Bal Gr Seg (F00000JVYI.TO)

12.23 Up 0.01(0.08%) Jul 24
Prev Close:12.22
YTD Return*:4.12%
Net Assets*:11.46M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for F00000JVYI.TO at this time.

Top Holdings

Symbol% AssetsYTD Return %
Quotential Bal Growth Port99.71N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:11.46M
Category:Global Equity Balanced
Annual Report Expense Ratio (net):3.14%

Performance & Risk

YTD Return:4.12%
5y Avg Return:N/A
Rank in Category (ytd):79
% Rank in Category (ytd):10.42%
Beta (3y):0.86
Morningstar Risk Rating:2

Fund Summary

The investment objective of the Fund is to obtain a balance of current income and long-term capital appreciation by investing in a diversified mix of equity and income mutual funds, with a bias towards capital appreciation. View More
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