Investor suitability

For those who:

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

Fund overview

The Fund invests in the CI Canadian Bond Fund and CI Portfolio Series Income Fund.

Fund/ETF Facts (2024-05-30)

Asset class

Asset Allocation

Income distribution


Minimum investment

$500 initial/$100 additional

Growth of $10,000