Investor suitability

For those who:

  • seeking higher yields on cash balances
  • are looking for a liquid short-term investment
  • can tolerate low risk

Notes

CI Smart Switch DCA Program (PDF 145K)

Fund overview

The investment objective of fund is to maximize monthly income for unitholders while preserving capital and liquidity by investing primarily in high interest deposit accounts.


Fund/ETF Facts (2024-03-28)

Inception date

2019-07-30

Asset class

Money Market

Income distribution

Monthly

Minimum investment

$500 initial/$25 additional

Growth of $10,000


CI Prestige Pricing – Automatic discounted pricing

CI Prestige Pricing fee reductions apply to management fees and start at $100,000.

Investment amount Net Management Fee
$100,000 - $500,000 0.240%
$500,000 - $1,000,000 0.240%
$1,000,000 - $2,500,000 0.240%
$2,500,000 - $5,000,000 0.240%
$5,000,000 and above 0.240%

Please refer to Simplified Prospectus Part A for more details on CI Prestige Pricing