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SunWise Elite Port Ser Balanced 100/100 (F0CAN064IO.TO)

14.13 Up 0.07(0.50%) Jul 22
Prev Close:14.06
YTD Return*:4.77%
Net Assets*:531.51M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for F0CAN064IO.TO at this time.

Top Holdings

Symbol% AssetsYTD Return %
CI Portfolio Series Balanced99.68N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:531.51M
Category:Global Equity Balanced
Annual Report Expense Ratio (net):3.73%

Performance & Risk

YTD Return:4.77%
5y Avg Return:7.55%
Rank in Category (ytd):69
% Rank in Category (ytd):9.1%
Beta (3y):0.85
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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