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 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 (2024-06-28)

Inception date


Asset class

Canadian Small/Mid Cap Equity

Income distribution


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 0.925%
$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