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 Dow Down 0.72% Nasdaq Down 0.50%

SunWise Essntl CI Harbour Gr&Inc Inc (SWESSREVCROI.TO)

12.71 Up 0.03(0.24%) Jul 24
Prev Close:12.68
YTD Return*:6.99%
Net Assets*:65.61M
Yield*:N/A

* As of 30-Jun-14

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

Headlines

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

Top Holdings

Symbol% AssetsYTD Return %
CI Harbour Growth & Income Class Z99.51N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:65.61M
Category:Tactical Balanced
Annual Report Expense Ratio (net):2.52%

Performance & Risk

YTD Return:6.99%
5y Avg Return:N/A
Rank in Category (ytd):23
% Rank in Category (ytd):11.56%
Beta (3y):0.97
Morningstar Risk Rating:4

Fund Summary

This fund's objective is to obtain long-term total return through a prudent balance of income and capital appreciation. It invests primarily in equity and equity-related securities of mid- to large-capitalization Canadian companies and fixed income securities issued by Canadian governments and companies. The proportion of the fund's assets invested in equity and fixed income securities may vary according to market conditions. 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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