Investor suitability

For those who:

  • want income and growth with lower than average volatility
  • are investing for the medium term
  • want to invest in an optimized portfolio of equity and income funds
  • can tolerate low to medium risk

Fund overview

This fund invests in income and equity mutual funds.


Fund/ETF Facts (2025-09-29)

Inception date

2000-11-17

Asset class

Asset Allocation

Income distribution

Annually

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 - $500,000 0.850%
$500,000 - $1,000,000 0.790%
$1,000,000 - $2,500,000 0.700%
$2,500,000 - $5,000,000 0.620%
$5,000,000 and above 0.500%

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