Investor suitability

For those who:

  • Want to generate income and modest capital growth over the long term
  • Are looking for a well-diversified core high-income fund that focuses on fixed-income securities and high-yielding equity securities
  • Own, or plan to own, other types of investments to diversify their holdings
  • Are comfortable with low to medium risk

Fund overview

The Fund invests in mutual funds (including ETFs) managed by CI Global Asset Management or its affiliates. Those underlying funds invest primarily in fixed-income and high-yielding equity securities.


Fund/ETF Facts (2026-07-31)

Inception date

2010-01-19

CIFSC Category

Canadian Fixed Income Balanced

Income distribution

Monthly

Minimum investment

$500 initial/$0 additional

Growth of $10,000