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SunWise Elite CI PSS i40/e60 Full Gtee (F00000LN8M.TO)

15.43 Up 0.06(0.39%) Nov 21
Prev Close:15.37
YTD Return*:5.27%
Net Assets*:N/A
Yield*:N/A

* As of 31-Oct-14

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

Headlines

  • No Headlines available for F00000LN8M.TO at this time.

Top Holdings

Symbol% AssetsYTD Return %
CI Select Income Managed Corp Class31.54N/A
CI Select Income Adv Mgd Corp Cl A29.47N/A
CI Select US Equity Managed Cor Cl I22.89N/A
CI Select Intl Equity Managed Corp Cl I16.02N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:NaN
Category:Global Equity Balanced
Annual Report Expense Ratio (net):3.61%

Performance & Risk

YTD Return:5.27%
5y Avg Return:7.53%
Rank in Category (ytd):77
% Rank in Category (ytd):10.45%
Beta (3y):0.84
Morningstar Risk Rating:2

Fund Summary

To provide conservative returns from a diversified portfolio of income securities, with a small amount of exposure to equity securities to seek conservative capital growth. It aims to invest 40% of its assets in a pool that invest primarily in income securities and 60% of its assets in pools that invest primarily in equity securities. No new contributions will be accepted. View More
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