YHD - Delayed Quote • CAD
SunWise Essntl 2 Port Cnsrv PIM Invmt (SWESS2SRPRTP.TO)
At close: June 28 at 6:07 PM EDT
Investment Information
- Min Initial Investment
- 100,000
- Min Initial Investment, IRA
- 1,000
- Min Initial Investment, AIP
- 50
- Min Subsequent Investment
- 5,000
- Min Subsequent Investment, IRA
- 50
- Min Subsequent Investment, AIP
- 50
Broker Availability
Broker Availability Information Not Available
Fund Summary
To provide a balance between income and capital growth at lower than average levels of volatility by obtaining exposure primarily to equity, equity-related and fixed income securities of issuers located anywhere in the world.
Fund Overview
| Category | Global Neutral Balanced |
| Fund Family | CI Investments Inc |
| Net Assets | -- |
| YTD Return | -2.10% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Aug 27, 2012 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.54 |
| Morningstar Risk Rating |
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