SunWise Elite CI Canadian Balanced Fund 100/100

(Tactical Balanced)
FundGrade A+® Rating recipient
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Inception Return
(10/31/2005)
-
YTD Return -
NAVPS
(9/16/2022)
$17.51
Change ($0.08) / -0.48 %
Growth of $10,000 (Data not available)
Data not available
MER 3.85 %
Assets ($mil) $38.20
Rank (1Yr) -
Std Dev (3Yr) -
Volatility Ranking (3Yr) -
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End -
Max Back End -
Sales Status Capped
 
Objective
Fund Manager

CI Investments Inc

Portfolio Manager

Eric B. Bushell, CI Investments Inc

John Shaw, CI Investments Inc

Sub-Advisor
Data not available
 
Asset Allocation
(As of August 31, 2022)
Sector Allocation
(As of August 31, 2022)
Geographic Allocation
(As of August 31, 2022)
Top 10 Holdings
NameAssetSectorGeographicPercent
CI Canadian Balanced Fund Class IOtherMutual FundCanada99.82%
Canadian DollarsCash and EquivalentsCash and Cash EquivalentCanada0.25%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada-0.08%

Performance Data (Data not available)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -    -    -    -    -    -    -    -   
Benchmark -1.82 6.09 5.20 -11.62 -11.62 1.50 3.81 7.69
Quartile Ranking - - - - - - - -

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -      -      -      -      -      -      -      -      -      -     
Benchmark -11.62 6.48 11.12 12.26 2.68 8.66 2.39 17.05 12.44 18.86
Quartile Ranking - - - - - - - - - -

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