Investor suitability

For those who:

  • want both equity and fixed income securities in a single fund and prefer to have the portfolio advisor make the asset mix decisions
  • are investing for the medium term
  • can tolerate low to moderate risk

Fund overview

The Fund invests in the CI Canadian Balanced Fund.


Fund/ETF Facts (2024-01-31)

Asset class

Canadian Balanced

Income distribution

Annually

Minimum investment

$500 initial/$100 additional

Growth of $10,000