Investor suitability

For those who:

  • want a Canadian equity fund for your portfolio
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests primarily in common shares and convertible securities of Canadian companies and preferred shares that pay regular income. It is currently expected that investments in foreign securities will generally be no more than 49% of the fund's assets.


Fund/ETF Facts (2025-04-29)

Inception date

1998-05-13

Asset class

Canadian Equity

Income distribution

Annually

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 1.925%
$500,000 - $1,000,000 1.890%
$1,000,000 - $2,500,000 1.800%
$2,500,000 - $5,000,000 1.720%
$5,000,000 and above 1.600%

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