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SunWise CI International Balanced Comb (F0CAN05O4J.TO)

YHD - YHD Delayed Price. Currency in CAD
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18.1100-0.1400 (-0.7671%)
At close: 4:00PM EDT

SunWise CI International Balanced Comb

2 Queen Street East,Twentieth Floor
800 563 5181
Management Information
Eric Bushell,Lead Manager since January 26, 2003
Eric Bushell, Senior Vice-President, Portfolio Management and Chief Investment Officer of Signature Global Advisors of CI Investments Inc., has over 19 years of investment industry experience. Mr. Bushell chairs the Signature Equity and the Signature Asset Allocation Committees. Mr. Bushell began his career as an equity analyst and equity trader at BPI Mutual Funds before becoming a portfolio manager at the firm. He joined CI's Signature team in 1999 when BPI became part of CI Investments. Mr. Bushell holds the Chartered Financial Analyst designation and a B.A. from Queen's 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 Neutral Balanced
Fund FamilyCI Investments Inc
Net AssetsN/A
YTD Return-8.39%
Yield0.00%
Morningstar Rating★★★
Inception DateJan 26, 2003

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover19.19%
Average for CategoryN/A

Fees & Expenses

ExpenseF0CAN05O4J.TOCategory Average
Annual Report Expense Ratio (net)3.12%1.76%
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