Toronto - Delayed Quote CAD

Synergy American Corporate Class A4T8 (0P0001FIU9.TO)

9.49 0.00 (0.00%)
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
800-563-5181

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

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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. When necessary, we may change a category assignment based on recent changes to the portfolio.

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