(As of 4/30/2022)

SunWise Elite CI Cambridge Cdn Asset Allo Corp PMA

(Canadian Equity Balanced)
FundGrade A+® Rating recipient
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Inception Return
(11/28/2008)
8.71 %
YTD Return -7.30 %
NAVPS
(5/13/2022)
$30.51
Change $0.43 / 1.44 %
Growth of $10,000 (As of April 30, 2022)
MER 0.56 %
Assets ($mil) $104.05
Rank (1Yr) 549/632
Std Dev (3Yr) 9.68 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load Front Fee Only
Max Front End 5.00 %
Max Back End -
Sales Status Capped
 
Objective
To achieve high total investment returns by obtaining exposure primarily to equity, equity-related and fixed income securities of Canadian issuers.
Fund Manager

CI Investments Inc

Portfolio Manager

Alan R. Radlo, CI Investments Inc

Sub-Advisor
Data not available
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of April 30, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -3.88 -4.63 -4.88 -7.30 -0.14 4.17 3.74 7.02
Benchmark -4.50 -2.40 -1.86 -3.43 6.66 8.29 7.14 7.10
Quartile Ranking 2 3 4 4 4 3 3 1

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 11.86 4.32 14.12 -2.84 3.98 8.55 6.03 12.30 20.79 5.67
Benchmark 17.62 6.85 18.83 -6.34 7.50 15.95 -5.39 10.25 9.26 6.43
Quartile Ranking 4 3 2 1 4 3 1 1 1 2

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