Investor suitability

For those who:

  • are willing to accept a medium degree of risk
  • are seeking a regular source of income
  • are seeking a fund investing in the real estate sector
  • are planning to hold your investment for the long term

Fund overview

CI Global REIT Class aims to provide regular current income by investing substantially all of its assets in securities of its underlying fund, CI Global REIT Fund. The underlying fund invests primarily in real estate investment trusts (REITs) and equity securities of corporations participating in the residential and commercial real estate sector.


Fund/ETF Facts (2024-02-29)

Inception date

2013-06-07

Asset class

Sector 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 0.850%
$250,000 - $500,000 0.825%
$500,000 - $1,000,000 0.775%
$1,000,000 - $2,500,000 0.725%
$2,500,000 - $5,000,000 0.675%
$5,000,000 and above 0.650%

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