Investor suitability

For those who:

  • are willing to accept a low to medium degree of risk
  • are seeking a regular source of income and the potential for capital appreciation
  • are planning to hold your investment for the medium to long term

Fund overview

CI Canadian All Cap Equity Income Class aims to provide consistent monthly income and capital appreciation by investing primarily in a diversified portfolio of Canadian securities, including equities, fixed-income instruments, real estate investment trusts (REITs), and income trusts.


Fund/ETF Facts (2024-07-30)

Inception date

2008-04-15

Asset class

Canadian Equity

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 - $250,000 0.925%
$250,000 - $500,000 0.900%
$500,000 - $1,000,000 0.875%
$1,000,000 - $2,500,000 0.825%
$2,500,000 - $5,000,000 0.775%
$5,000,000 and above 0.750%

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