Investor suitability

For those who:

  • seeking higher yields on cash balances
  • are looking for a liquid short-term investment
  • can tolerate low risk
  • are looking for a money market fund to hold as part of your portfolio while gradually entering an eligible pre-selected fund managed by CI Global Asset Management
  • are comfortable with the concept of automatic switches into an eligible preselected fund managed by CI Global Asset Management over a 52-week period
  • are looking to reduce the risk associated with timing a single lump sum investment into an eligible pre-selected fund managed by CI Global Asset Management

Fund overview

The investment objective of fund is to maximize monthly income for unitholders while preserving capital and liquidity by investing primarily in high interest deposit accounts.


Fund/ETF Facts (2024-04-30)

Inception date

2023-08-01

Asset class

Money Market

Income distribution

Monthly

Minimum investment

$1,000 initial/$1,000 additional