Investor suitability

For those who:

  • are willing to accept a medium degree of risk
  • are seeking a regular source of income and the potential for long-term capital appreciation
  • are seeking to add diversification to your investment portfolio
  • are planning to hold your investment for the long term

Fund overview

The fund invests in the CI North American Small/Mid Cap Equity Fund.


Fund/ETF Facts (2025-02-27)

Asset class

Canadian Small/Mid Cap Equity

Income distribution

Annually

Minimum investment

$500 initial/$50 additional

Growth of $10,000