Investor suitability

For those who:

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

Fund overview

This fund’s objective is to achieve long-term capital growth by investing, directly or indirectly, primarily in equity securities of Canadian companies. Indirect investments may include convertible securities, derivatives, equity-related securities and securities of other mutual funds.


Fund/ETF Facts (2025-09-29)

Inception date

2007-12-31

Asset class

Canadian Equity

Income distribution

Quarterly

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 0.925%
$500,000 - $1,000,000 0.890%
$1,000,000 - $2,500,000 0.800%
$2,500,000 - $5,000,000 0.720%
$5,000,000 and above 0.600%

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