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    SunWise Essntl Fdty Can Asset Allc Seg (SWESSFIDRPAR.TO)

    12.27 Down 0.10(0.81%) Jan 28
    Prev Close:12.37
    YTD Return*:8.72%
    Net Assets*:28.86M

    * As of 31-Dec-14

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


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

    Top Holdings

    Symbol% AssetsYTD Return %
    Fidelity Canadian Asset Allocation Sr A99.61N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:28.86M
    Category:Canadian Equity Balanced
    Annual Report Expense Ratio (net):3.20%

    Performance & Risk

    YTD Return:8.72%
    5y Avg Return:N/A
    Rank in Category (ytd):44
    % Rank in Category (ytd):10.58%
    Beta (3y):1.00
    Morningstar Risk Rating:3

    Fund Summary

    The investment objective of the Fund is to achieve high total investment return. Total investment return is the combination of income and changes in value. The Fund seeks to achieve its objective by allocating its assets among stocks, bonds and short-term instruments issued by Canadian issuers, and by foreign issuers to the extent permitted for registered plans. This Fund offers a balanced approach to investing, with assets allocated among the three asset classes. It provides portfolio diversification in a single fund; potential for long-term growth; diversification into Canadian debt; equity, and money market securities; opportunity for dividend and interest income, as well as capital gains; high level of liquidity. This Fund is well-suited for mutual fund investors seeking a single Canadian fund or as a core position for RRSP investors. View More
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