Investor suitability

For those who:

  • are willing to accept a low to medium degree of risk
  • are seeking a regular source of current income with the potential for long-term capital appreciation
  • are seeking to add global exposure to your investment portfolio
  • are planning to hold your investment for the long term

Fund overview

CI Balanced Income Personal Portfolio aims to provide current income with the potential for long-term capital appreciation by investing in an actively managed, diversified portfolio of global equity and fixed-income securities.


Fund/ETF Facts (2023-08-31)

Inception date

2014-09-16

Asset class

Asset Allocation

Income distribution

Monthly

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 and above 0.825%
$250,000 and above 0.800%
$500,000 and above 0.775%
$1,000,000 and above 0.725%
$2,500,000 and above 0.675%
$5,000,000 and above 0.650%

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