Investor suitability

For those who:

  • want moderate long-term capital growth
  • are investing for the medium term
  • can tolerate low to moderate risk

Fund overview

The Fund invests in the CI Portfolio Series Balanced Growth Fund.


Fund/ETF Facts (2026-08-31)

CIFSC Category

Global Equity Balanced

Income distribution

Annually

Minimum investment

$500 initial/$50 additional

Growth of $10,000