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SunWise Elite CI Synergy American PMA (0P0000NDHA.TO)

Toronto - Toronto Delayed price. Currency in CAD
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49.99+0.06 (+0.12%)
At close: 04:00PM EDT

SunWise Elite CI Synergy American PMA

15 York Street, 2nd Floor

+1 416 3641145
Management information
,Lead manager since 30 November 2010
Michael is a founding partner of Picton Mahoney Asset Management and the portfolio manager responsible for the American equity allocation of our market-neutral and long/short strategies, as well as select long-only American equity strategies. Michael began his work in the industry in 1998 as an analyst and associate at N M Rothschild & Sons, a boutique investment bank specializing in mergers and acquisitions. Michael then served as an investment analyst at UBS Global Asset Management and Synergy Asset Management. Michael has a B.Com. from McGill University and is a CFA charterholder.
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 assets11.61M
YTD return12.92%
Yield0.00%
Morningstar rating★★★★★
Inception date18 Nov 2007

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover1.41%
Average for categoryN/A

Fees and expenses

Expense0P0000NDHA.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