F000003XT5.TO - SunWise 2001 CI Synergy Cdn 75/75

Toronto - Toronto Delayed Price. Currency in CAD

SunWise 2001 CI Synergy Cdn 75/75

2 Queen Street East,Twentieth Floor
800 563 5181
Management Information
David Picton,Lead Manager since June 22, 2004
David Picton is a founding partner of Picton Mahoney Asset Management. Prior to this, he helped launch Synergy Asset Management in 1997. His experience in the investment industry includes eight years as head of quantitative research at RBC Dominion Securities where he was one of the top ranked analysts in his sector. David holds an Honours Bachelor of Commerce degree from the University of British Columbia. He also received a Leslie Wong Fellowship from UBC's prestigious Portfolio Management Foundation.
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

CategoryCanadian Focused Equity
Fund FamilyCI Investments Inc
Net AssetsN/A
YTD Return-3.88%
Morningstar Rating★★★
Inception DateJun 22, 2004

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover6.32%
Average for CategoryN/A

Fees & Expenses

ExpenseF000003XT5.TOCategory Average
Annual Report Expense Ratio (net)3.20%1.80%
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