YHD - Delayed Quote • CAD
SunWise Essntl Fdty Glb Asset Allc Fund (SWESSFIDELIT.TO)
As of June 28 at 6:07 PM EDT. Market Open.
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
Broker Availability Information Not Available
Fund Summary
The investment objective of Fund is to achieve high total return with reduced risk over the long term by allocating its assets among stocks, bonds, and short-term instruments of issuers from around the world. Total investment return is the combination of income and changes in value.
Fund Overview
| Category | Global Equity Balanced |
| Fund Family | CI Investments Inc |
| Net Assets | -- |
| YTD Return | -7.18% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 16, 2010 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 90 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
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