Other OTC - Delayed Quote USD

CI Synergy American Class P (0P0001H8I2)

17.61 -0.13 (-0.73%)
At close: April 17 at 4:00 PM EDT

Fund Summary

CI Synergy American Class P

15 York Street, 2nd Floor
+1 416 3641145

Fund Overview

Category --
Fund Family CI Investments Inc
Net Assets 90.8M
YTD Return --
Yield --
Morningstar Rating --
Inception Date Jul 26, 2013

Fund Operations

Last Dividend --
Last Cap Gain --
Holdings Turnover 49.13%
Average for Category --

Fees & Expenses

Expense 0P0001H8I2 Category Average
Annual Report Expense Ratio (net) 0.00% --
Prospectus Net Expense Ratio 0.00% --
Prospectus Gross Expense Ratio 0.00% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Michael is a founding partner of Picton Mahoney Asset Management and the portfolio manager responsible for the American equity allocation of our market-neutral and long/short strategies, as well as select long-only American equity strategies. Michael began his work in the industry in 1998 as an analyst and associate at N M Rothschild & Sons, a boutique investment bank specializing in mergers and acquisitions. Michael then served as an investment analyst at UBS Global Asset Management and Synergy Asset Management. Michael has a B.Com. from McGill University and is a CFA charterholder.

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.

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