Investor suitability

For those who:

  • are seeking income and the potential for modest capital appreciation
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

This fund invests in an actively managed portfolio of primarily Canadian stocks. The fund may invest a maximum of 30% of its assets (book value) in foreign securities.


Fund/ETF Facts (2024-04-30)

Inception date

2015-12-21

Asset class

Canadian Dividend

Income distribution

Monthly

Minimum investment

$5,000 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 0.925%
$500,000 - $1,000,000 0.890%
$1,000,000 - $2,500,000 0.800%
$2,500,000 - $5,000,000 0.720%
$5,000,000 and above 0.600%

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