For those who:
CI Conservative Income Personal Portfolio aims to provide current income and capital preservation with the potential for capital appreciation by investing prudently in an actively managed, diversified portfolio of global equity and fixed-income securities.
2014-09-16
Asset Allocation
Monthly
$500 initial/$25 additional
CI Prestige Pricing fee reductions apply to management fees and start at $100,000.
Investment amount | Net Management Fee |
---|---|
$100,000 - $250,000 | 1.775% |
$250,000 - $500,000 | 1.750% |
$500,000 - $1,000,000 | 1.725% |
$1,000,000 - $2,500,000 | 1.675% |
$2,500,000 - $5,000,000 | 1.625% |
$5,000,000 and above | 1.600% |
Please refer to Simplified Prospectus Part A for more details on CI Prestige Pricing