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SunWise Elite CI Har For Eq Corp 75/100 (F000002568.TO)

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10.8300-0.0200 (-0.1843%)
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SunWise Elite CI Har For Eq Corp 75/100

2 Queen Street East,Twentieth Floor
800 563 5181
Management Information
Stephen Jenkins,Lead Manager since April 15, 2007
Stephen Jenkins began his career in 1990 as an Investment Analyst with Royal Insurance. In March 1996, Mr. Jenkins began working with Gerry Coleman on the Ivy Funds at Mackenzie Financial as a Senior Investment Analyst and Portfolio Manager. In 1997, Mr. Jenkins accompanied Mr. Coleman to CI Investments to assist in the creation and portfolio management of the Harbour funds. He was appointed Co-Chief Investment Officer in 2012. He holds the Chartered Financial Analyst designation and an Honours Bachelor of Business Administration degree from Wilfrid Laurier 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

CategoryGlobal Equity
Fund FamilyCI Investments Inc
Net AssetsN/A
YTD Return-6.81%
Morningstar Rating★★
Inception DateApr 15, 2007

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover4.40%
Average for CategoryN/A

Fees & Expenses

ExpenseF000002568.TOCategory Average
Annual Report Expense Ratio (net)4.10%1.89%
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