SunWise Elite CI PSS i50/e50 Basic Gtee

 (MUTF_CA:CIG9444)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +0.89%
   
4 week   +1.23%
   
3 month   +2.43%
   
YTD   +2.84%
   
1 year   +8.71%
   
3 years*   +4.09%
   
5 years*   +7.21%
   
*annualized
Best 3 month return+10.62%  
Worst 3 month return-7.24%  

Morningstar statistics

Morningstar category: Global Neutral Balanced
  Return Risk Rating
3 years Average Average
5 years Above Average Average
10 years     -     - -
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets9.51M 
Front load-  
Deferred load-  
Expense ratio-  
Management fee-  
Fund familyCI Investments Inc 

Asset allocation

Cash13.99%  
Stocks42.71%  
Bonds42.48%  
Preferred0.38%  
Convertible0.33%  
Other0.11%  

Purchase information

InitialCA$25,000  
AdditionalCA$100  
IRA InitialCA$25,000  
AIP InitialCA$50  
18.090.00(0.00%)
Apr 20, 8:00PM EDT Overall Morningstar RatingTM

Description

To provide conservative returns from a diversified portfolio of income securities, with a small amount of exposure to equity securities to seek conservative capital growth. It aims to invest 50% of its assets in a pool that invest primarily in income securities and 50% of its assets in pools that invest primarily in equity securities. No new contributions will be accepted.
Fund filings (PDF) »
Asset manager:
Not Disclosed (Started: Oct 20, 2008)
Advisor Company:
CI Investment Consulting
Fund family reports on Morningstar »
2 Queen Street East,Twentieth Floor
416 364 6299 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 2.78 -0.63 0.61     -
Beta* 0.55 0.44 0.50     -
Mean annual return 0.73 0.34 0.57     -
R-squared* 75.37 37.11 40.94     -
Standard deviation 4.12 5.69 5.22     -
Sharpe ratio 2.02 0.61 1.16     -
* Against standard index

Top 10 holdings