YHD - Delayed Quote • CAD
SunWise 2001 PS Summit Bal Growth 75/75 (F000003XV3.TO)
At close: June 28 at 6:07 PM EDT
Investment Information
- Min Initial Investment
- 500
- Min Initial Investment, IRA
- 5
- Min Initial Investment, AIP
- 0.5
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- 1
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
Broker Availability Information Not Available
Fund Summary
To achieve long-term capital growth by investing primarily in equity mutual funds. The Fund may also invest in income mutual funds to reduce overall portfolio volatility.
Fund Overview
| Category | Global Equity Balanced |
| Fund Family | CI Investments Inc |
| Net Assets | 1.19M |
| YTD Return | 5.22% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 03, 2001 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
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