Toronto - Delayed Quote • CAD
Synergy American Corporate Class A4T8 (0P0001FIU9.TO)
At close: August 7 at 4:00 PM EDT
Fund Summary
This fund’s objective is to obtain long-term appreciation of capital. It invests primarily in equity and equity-related securities of companies that the portfolio advisor believes have good growth potential. These companies are located in countries that have signed the North American Free Trade Agreement (NAFTA) (or its successor). These countries currently include the United States, Canada and Mexico.
Synergy American Corporate Class A4T8
2 Queen Street East,Twentieth Floor
Fund Overview
Category | US Equity |
Fund Family | CI Investments Inc |
Net Assets | 117.22M |
YTD Return | 16.41% |
Yield | 0.92% |
Morningstar Rating | -- |
Inception Date | May 01, 2017 |
Fund Operations
Last Dividend | 0.00 |
Last Cap Gain | 0.00 |
Holdings Turnover | 87.63% |
Average for Category | -- |
Fees & Expenses
Expense | 0P0001FIU9.TO | Category Average |
---|---|---|
Annual Report Expense Ratio (net) | 0.00% | 1.70% |
Prospectus Net Expense Ratio | 0.00% | -- |
Prospectus Gross Expense Ratio | 0.00% | -- |
Max 12b1 Fee | -- | -- |
Max Front End Sales Load | -- | -- |
Max Deferred Sales Load | -- | -- |
3 Yr Expense Projection | 0 | -- |
5 Yr Expense Projection | 0 | -- |
10 Yr Expense Projection | 0 | -- |
Management Information
David Picton, Lead Manager since May 01, 2005
David is a founding partner of Picton Mahoney Asset Management, President, and lead Portfolio Manager, responsible for our Canadian equity market neutral, long short, and long only strategies. David has been a prominent presence in the Canadian investment industry for the past several decades. Highlights of his career include launching Synergy Asset Management in 1997 and working as its lead Canadian momentum portfolio manager and spending 8 years as Head of Quantitative Research at RBC Dominion Securities. David holds an Honours Bachelor of Commerce degree from UBC. Morningstar Style Box
![MORNING_STAR_STYLE_BOX](http://us.i1.yimg.com/us.yimg.com/i/fi/3_0stylelargeeq3.gif)
Morningstar Category
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