For those who:
CI U.S. Equity Fund seeks a balance of current income and long-term capital appreciation by investing primarily in a diversified portfolio of dividend-paying U.S. equity securities, including common and preferred shares and, to a lesser extent, interest bearing securities, such as bonds, bills or bankers' acceptances.
$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 and above||1.925%|
|$250,000 and above||1.900%|
|$500,000 and above||1.875%|
|$1,000,000 and above||1.820%|
|$2,500,000 and above||1.740%|
|$5,000,000 and above||1.620%|
Please refer to Simplified Prospectus Part A for more details on CI Prestige Pricing