YHD - Delayed Quote CAD

SunWise Essntl FT Quotntl Bal Gr Seg (F00000JVYI.TO)

13.86 +0.07 (+0.51%)
At close: June 28 at 6:07 PM EDT

Investment Information

Min Initial Investment
500
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

Fund Summary

The investment objective of the Fund is to obtain a balance of current income and long-term capital appreciation by investing in a diversified mix of equity and income mutual funds, with a bias towards capital appreciation.

Fund Overview

Category Global Equity Balanced
Fund Family CI Investments Inc
Net Assets 6.61M
YTD Return 5.06%
Yield 0.00%
Morningstar Rating
Inception Date Sep 16, 2010

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.79
Morningstar Risk Rating

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