Investor suitability

For those who:

  • want to invest in a diversified portfolio of equity and fixed income securities
  • want active asset allocation among equity securities, fixed income securities and cash
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

This fund invests in a combination of primarily Canadian equity and fixed income securities. Up to 49% of the fund's assets may be invested in other types of securities and foreign securities.


Fund/ETF Facts (2025-03-28)

Inception date

2007-12-31

Asset class

Canadian Balanced

Income distribution

Monthly

Minimum investment

$5,000 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 1.850%
$500,000 - $1,000,000 1.790%
$1,000,000 - $2,500,000 1.700%
$2,500,000 - $5,000,000 1.620%
$5,000,000 and above 1.500%

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