YHD - Delayed Quote CAD

SunWise Essntl Port Sel 40i60eMgt Seg (F00000JVZ7.TO)

14.94 +0.09 (+0.61%)
As of June 28 at 6:07 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return 17.40%
Worst 1Y Total Return -6.35%
Best 3Y Total Return 17.40%
Worst 3Y Total Return 0.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F00000JVZ7.TO
Category
YTD
4.83%
2.83%
1-Month
1.72%
0.75%
3-Month
1.97%
2.83%
1-Year
-0.99%
9.58%
3-Year
3.98%
5.80%
5-Year
2.67%
7.24%
10-Year
0.00%
4.23%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
F00000JVZ7.TO
Category
2018
-6.35%
--
2017
5.33%
--
2016
4.04%
--
2015
1.79%
5.37%
2014
6.69%
8.71%
2013
17.40%
12.80%
2012
8.53%
8.09%
2011
-3.34%
-1.69%

2010
--
8.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -1.58% 0.67% 0.12% -5.60%
2017 2.68% 0.27% -0.08% 2.38%
2016 -1.76% 1.12% 4.06% 0.64%
2015 5.08% -1.28% -4.10% 2.33%
2014 3.03% 1.39% 0.69% 1.44%
2013 5.89% 1.68% 3.13% 5.73%
2012 5.79% -1.73% 1.86% 2.49%
2011 2.16% -0.77% -8.03% 3.68%
2010 1.90% -- -- --

Rank in Category (By Total Return)

YTD 47
1-Month 42
3-Month 53
1-Year 86
3-Year 67
5-Year 68

Load Adjusted Returns

1-Year -0.99%
3-Year 3.98%
5-Year 2.67%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.64
Morningstar Risk Rating

Fund Overview

Category Global Neutral Balanced
Fund Family CI Investments Inc
Net Assets 7.14M
YTD Return 4.83%
Yield 0.00%
Morningstar Rating
Inception Date Sep 16, 2010

Fund Summary

The investment objective of this Managed Portfolio is to provide a balance between income and long-term capital growth, while diversifying risk by investing in equity and income securities. It aims to invest 40% of its assets in mutual funds that invest primarily in income securities and 60% of its assets in mutual funds that invest primarily in equity securities. Any change to the investment objective must be approved by a majority of the votes cast by shareholders at a meeting called to consider the change.

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