Investor suitability

For those who:

  • are looking to invest in a core preferred equity portfolio with the potential for dividend income and long term capital growth
  • are investing for the medium and/or long term
  • can tolerate low to medium risk

Fund overview

This fund invests primarily in a diversified portfolio of preferred shares, from both Canadian and foreign issuers.

Fund/ETF Facts (2024-06-28)

Inception date


Asset class

Preferred Share

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 0.600%
$500,000 - $1,000,000 0.540%
$1,000,000 - $2,500,000 0.475%
$2,500,000 - $5,000,000 0.430%
$5,000,000 and above 0.360%

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