(As of 12/31/2022)

SunWise Elite CI Premier II Cdn Bal Fd PMA

(Canadian Equity Balanced)
FundGrade A+® Rating recipient
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Inception Return
(11/28/2008)
8.02 %
YTD Return -10.42 %
NAVPS
(2/6/2023)
$31.74
Change ($0.21) / -0.66 %
Growth of $10,000 (As of December 31, 2022)
MER 0.56 %
Assets ($mil) $92.47
Rank (1Yr) 527/623
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 December 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -3.26 4.78 3.17 -10.42 -10.42 1.49 3.00 6.52
Benchmark -3.98 4.52 3.55 -7.12 -7.12 5.29 5.37 6.32
Quartile Ranking 2 2 3 4 4 4 3 1

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -10.42 11.86 4.32 14.12 -2.84 3.98 8.55 6.03 12.30 20.79
Benchmark -7.12 17.62 6.85 18.83 -6.34 7.50 15.95 -5.39 10.25 9.26
Quartile Ranking 4 4 3 2 1 4 3 1 1 1

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