Investor suitability

For those who:

  • want both equity and fixed income securities in a single fund and prefer to have the portfolio advisor make the asset mix decisions
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

This fund invests primarily in a mix of Canadian equity and equity-related securities and fixed income securities. It is currently expected that investments in foreign securities will generally be no more than 49% of the fund's assets.


Fund/ETF Facts (2023-08-31)

Inception date

2015-08-04

Asset class

Canadian Balanced

Income distribution

Annually

Minimum investment

$100,000 initial/$5,000 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 and above 0.850%
$250,000 and above 0.800%
$500,000 and above 0.700%
$1,000,000 and above 0.600%
$2,500,000 and above 0.550%
$5,000,000 and above 0.475%

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