F0CAN05NZ5.TO - SunWise CI Money Market Combined

YHD - YHD Delayed Price. Currency in CAD

SunWise CI Money Market Combined

2 Queen Street East,Twentieth Floor
800 563 5181
Management Information
Paul Simon,Lead Manager since November 30, 2010
Paul Simon, Vice-President, Portfolio Management and Portfolio Manager with Signature Global Advisors of CI Investments Inc., is responsible for analyzing and managing derivatives and short-term fixed-income securities. Mr. Simon joined Signature in 2001. He is the primary decision-maker on the money market funds managed by Signature Global Advisors and is a member of the Signature Asset Allocation Committee. Mr. Simon holds the Chartered Financial Analyst designation and a Bachelor of Commerce degree from the University of Toronto.
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 Money Market
Fund FamilyCI Investments Inc
Net AssetsN/A
YTD Return-0.14%
Morningstar Rating★★★
Inception DateDec 2, 2001

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover101.78%
Average for CategoryN/A

Fees & Expenses

ExpenseF0CAN05NZ5.TOCategory Average
Annual Report Expense Ratio (net)1.22%0.54%
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