Investor suitability

For those who:

  • want to invest in a diversified portfolio of equity and income securities designed for steady, long-term growth
  • are investing for the medium and/or long term
  • can tolerate moderate risk

Fund overview

The Fund invests in the CI U.S. Stock Selection Fund and CI Canadian Bond Fund. The underlying funds are combined to hold about 70% in shares and 30% in bonds.


Fund/ETF Facts (2025-05-30)

Asset class

U.S. Balanced

Income distribution

Annually

Minimum investment

$500 initial/$50 additional

Growth of $10,000