SunWise Elite CI Balanced Bundle 75/100

(Global Equity Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2013





Inception Return
(1/11/2010)
-
YTD Return -
NAVPS
(9/16/2022)
$21.32
Change ($0.11) / -0.53 %
Growth of $10,000 (Data not available)
Data not available
MER 3.41 %
Assets ($mil) $114.06
Rank (1Yr) -
Std Dev (3Yr) -
Volatility Ranking (3Yr) -
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End 5.50 %
Sales Status Capped
 
Objective
To provide long term capital growth and income by obtaining a diversified exposure primarily to equity, equity-related and fixed-income securities of issuers located anywhere in the world. Equity investments may include common shares, preferred shares, real estate investment trust (REITs) and royalty trusts.
Fund Manager

CI Investments Inc

Portfolio Manager

Alan R. Radlo, CI Investments Inc

Joe Sylvester, 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 Select Canadian Equity Fund Class ICanadian EquityMutual FundCanada72.54%
CI Canadian Bond Fund Class IDomestic BondsFixed IncomeCanada26.98%
Canadian DollarsCash and EquivalentsCash and Cash EquivalentCanada0.31%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.17%

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 3.74 -2.17 -3.53 -14.90 -12.31 3.28 4.54 9.31
Quartile Ranking - - - - - - - -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund -      -      -      -      -      -      -      -      -      -     
Benchmark 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13 24.73 10.84
Quartile Ranking - - - - - - - - - -

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