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 low to moderate risk

Fund overview

The bundle invests in the CI Select Canadian Equity 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)

Inception date

2012-08-01

Asset class

Canadian Balanced

Income distribution

Annually

Minimum investment

$500 initial/$100 additional

Growth of $10,000