Investor suitability

For those who:

  • are seeking growth of capital associated with Canadian equity securities
  • are investing for the medium and/or long term
  • can tolerate medium to high risk

Fund overview

This fund invests a substantial portion of its assets in equity securities of Canadian companies. The fund may invest up to 10% of its assets in foreign market investments.


Fund/ETF Facts (2024-09-27)

Inception date

2015-12-21

Asset class

Canadian Small/Mid Cap Equity

Income distribution

Quarterly

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 1.925%
$500,000 - $1,000,000 1.890%
$1,000,000 - $2,500,000 1.800%
$2,500,000 - $5,000,000 1.720%
$5,000,000 and above 1.600%

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