Investor suitability

For those who:

  • want capital growth and income while diversifying risk
  • are investing for the medium term
  • want to invest in an optimized portfolio of equity and income funds
  • can tolerate low to moderate risk

Fund overview

The Fund invests in the CI Portfolio Series Balanced Fund.

Fund/ETF Facts (2024-05-30)

Asset class

Asset Allocation

Income distribution


Minimum investment

$500 initial/$100 additional

Growth of $10,000