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SunWise Elite CI Glb High Div Ad 100/100 (SUNWISEEMOND.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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11.78000.0000 (0.0000%)
At close: 4:00PM EDT

SunWise Elite CI Glb High Div Ad 100/100

2 Queen Street East,Twentieth Floor
800 563 5181
Management Information
William W. Priest Jr.,Lead Manager since April 15, 2007
Priest is Chief Executive Officer & Chief Investment Officer. Previously was a Co-Managing Partner and Portfolio Manager at Steinberg Priest & Sloane Capital Management, LLC. Prior to joining Steinberg Priest, he was a Member of the Global Executive Committee of Credit Suisse Asset Management, Chairman and CEO of Credit Suisse Asset Management Americas and CEO and Portfolio Manager of its predecessor firm BEA Associates, which he co-founded in 1972. He is a CFA charterholder, CPA, and a graduate of Duke University and the University of Pennsylvania Wharton Graduate School of Business.
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 Equity
Fund FamilyCI Investments Inc
Net AssetsN/A
YTD Return-2.46%
Morningstar Rating★★★
Inception DateApr 15, 2007

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings Turnover4.89%
Average for CategoryN/A

Fees & Expenses

ExpenseSUNWISEEMOND.TOCategory Average
Annual Report Expense Ratio (net)4.78%1.89%
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