Investor suitability

For those who:

  • are willing to accept a low degree of risk
  • are seeking a regular source of current income with the potential for 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 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.


Fund/ETF Facts (2024-02-29)

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 - $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