YHD - Delayed Quote CAD

SunWise Essntl Port Sel 50i50eMgt Inc (F00000JVZ9.TO)

14.52 -0.09 (-0.62%)
At close: June 28 at 6:07 PM EDT

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 15.40%
Worst 1Y Total Return -5.44%
Best 3Y Total Return 15.40%
Worst 3Y Total Return 0.91%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F00000JVZ9.TO
Category
YTD
4.29%
2.83%
1-Month
1.48%
0.75%
3-Month
2.09%
2.83%
1-Year
-0.56%
9.58%
3-Year
3.69%
5.80%
5-Year
2.62%
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
F00000JVZ9.TO
Category
2018
-5.44%
--
2017
4.67%
--
2016
3.81%
--
2015
2.06%
5.37%
2014
6.67%
8.71%
2013
15.40%
12.80%
2012
8.56%
8.09%
2011
-2.10%
-1.69%

2010
--
8.65%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -1.35% 0.54% -0.10% -4.56%
2017 2.38% 0.28% -0.22% 2.17%
2016 -1.64% 1.44% 3.75% 0.29%
2015 4.96% -1.24% -3.53% 2.06%
2014 3.09% 1.42% 0.62% 1.39%
2013 5.35% 1.34% 2.81% 5.13%
2012 5.30% -1.16% 1.96% 2.31%
2011 2.20% -0.59% -6.68% 3.26%
2010 0.20% -- -- --

Rank in Category (By Total Return)

YTD 70
1-Month 65
3-Month 45
1-Year 75
3-Year 76
5-Year 70

Load Adjusted Returns

1-Year -0.56%
3-Year 3.69%
5-Year 2.62%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.59
Morningstar Risk Rating

Fund Overview

Category Global Neutral Balanced
Fund Family CI Investments Inc
Net Assets 5.72M
YTD Return 4.29%
Yield 0.00%
Morningstar Rating
Inception Date Sep 16, 2010

Fund Summary

The investment objective of this Managed Portfolio is to provide returns from a diversified portfolio split approximately equally between income and equity securities, designed for steady, long-term growth. It aims to invest 50% of its assets in mutual funds that invest primarily in income securities and 50% 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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