Investor suitability

For those who:

  • want to invest in equity securities, with a small amount of exposure to income securities to mitigate short-term volatility
  • are investing for the medium term
  • can tolerate low risk

Fund overview

The bundle invests about 85% in the CI Canadian Balanced Fund and 15% in the CI Canadian Bond Fund.


Fund/ETF Facts (2024-03-28)

Inception date

2012-08-27

Asset class

Global Balanced

Income distribution

Annually

Minimum investment

$500 initial/$100 additional

Growth of $10,000