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SW Esntl CI PremGlb Inc&Gr Sgrgtd Inc Cl (0P0000Q3AP.TO)

Toronto - Toronto Delayed price. Currency in CAD
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23.07+0.09 (+0.40%)
As of 04:00PM EDT. Market open.

SW Esntl CI PremGlb Inc&Gr Sgrgtd Inc Cl

15 York Street, 2nd Floor

+1 416 3641145
Management information
,Lead manager since 9 June 2021
Matthew Strauss, Vice-President, Portfolio Management and Portfolio Manager of Signature Global Advisors of CI Investments Inc., has over 20 years of investment industry experience. Currently, Mr. Strauss provides macroeconomic strategy on the foreign exchange and emerging market components of the Signature mandates and is a member of the Signature Asset Allocation Committee. Mr. Strauss holds the Chartered Financial Analyst designation and is a graduate of the University of Stellenbosch, South Africa (B. Comm., M.A.).
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyCI Investments Inc
Net assets11.16M
YTD return4.66%
Yield0.00%
Morningstar rating★★★
Inception date15 Sept 2010

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover114.88%
Average for categoryN/A

Fees and expenses

Expense0P0000Q3AP.TOCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A