Investor suitability

For those who:

  • want returns with lower than average volatility
  • are investing for the medium term
  • can tolerate low to moderate risk

Fund overview

The Fund invests in the CI Portfolio Series Conservative Balanced Fund.


Fund/ETF Facts (2024-03-28)

Inception date

2009-07-10

Asset class

Asset Allocation

Income distribution

Annually

Minimum investment

$500 initial/$50 additional

Growth of $10,000