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    More On SWESSSRIEPOR…

    SunWise Essntl Port Ser Bal Inc (SWESSSRIEPOR.TO)

    13.91 Up 0.02(0.14%) May 2
    Prev Close:13.89
    YTD Return*:-2.99%
    Net Assets*:80.46M
    Yield*:N/A

    * As of 31-Mar-16

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

    Headlines

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

    Top Holdings

    Symbol% AssetsYTD Return %
    CI Portfolio Series Balanced99.54N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:80.46M
    Category:Global Equity Balanced
    Annual Report Expense Ratio (net):2.51%

    Performance & Risk

    YTD Return:-2.99%
    5y Avg Return:5.60%
    Rank in Category (ytd):64
    % Rank in Category (ytd):6.31%
    Beta (3y):0.73
    Morningstar Risk Rating:1

    Fund Summary

    To provide a balance between income and long-term capital growth by obtaining exposure primarily to equity, equity-related and fixed income securities of Canadian issuers. View More
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