YHD - Delayed Quote CAD

SunWise Elite Port Ser Bal Growth (SWESPCROISSQ.TO)

15.25 -0.12 (-0.78%)
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

Fund Summary

This portfolio's objective is to provide long-term capital growth with a moderate level of risk and volatility by investing directly in other mutual funds managed by CI.

Fund Overview

Category Global Equity Balanced
Fund Family CI Investments Inc
Net Assets --
YTD Return -3.94%
Yield 0.00%
Morningstar Rating
Inception Date Oct 31, 2005

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.82
Morningstar Risk Rating

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