YHD - Delayed Quote CAD

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

11.59 -0.05 (-0.43%)
At close: June 28 at 6:07 PM EDT

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

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.

Fund Overview

Category Tactical Balanced
Fund Family CI Investments Inc
Net Assets --
YTD Return 3.27%
Yield 0.00%
Morningstar Rating
Inception Date Sep 16, 2010

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.27
Morningstar Risk Rating

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