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SunWise II CI Select Cdn 75/75 (0P000072CC.TO)

Toronto - Toronto Delayed Price. Currency in CAD
45.41+0.36 (+0.79%)
At close: 04:00PM EDT

SunWise II CI Select Cdn 75/75

15 York Street, 2nd Floor

+1 416 3641145
Management Information
,Lead Manager since December 2, 2001
Eric Bushell, CFA Senior Vice-President, Portfolio Management and Chief Investment Officer, began his career as an equity analyst and trader at BPI Mutual Funds in 1993, before becoming a portfolio manager at the firm. He joined CI’s Signature team in 1999 when BPI became part of CI Investments. He was named Chief Investment Officer of Signature in 2002. He was named Morningstar’s Fund Manager of the Decade in 2011, Morningstar’s Equity Fund Manager of the Year in 2009 and Investment Executive's Fund Manager of the Year for 2008. Mr. Bushell holds a BA from Queen's University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryN/A
Fund FamilyCI Investments Inc
Net Assets16.84M
YTD Return4.67%
Yield0.00%
Morningstar Rating★★★★
Inception DateDec 2, 2001

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover2.55%
Average for CategoryN/A

Fees & Expenses

Expense0P000072CC.TOCategory Average
Annual Report Expense Ratio (net)0.00%N/A
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A