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 (2024-06-28)

Inception date


Asset class

Canadian Balanced

Income distribution


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 0.850%
$500,000 - $1,000,000 0.790%
$1,000,000 - $2,500,000 0.700%
$2,500,000 - $5,000,000 0.620%
$5,000,000 and above 0.500%

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