Investor suitability

For those who:

  • want to invest in North American small and mid-capitalization companies
  • are investing for the medium and/or long term
  • can tolerate medium to high risk

Fund overview

This fund invests primarily in equity and equity-related securities of small to mid-capitalization North American companies.


Fund/ETF Facts (2024-06-28)

Inception date

2011-10-04

Asset class

U.S. Small/Mid Cap Equity

Income distribution

Quarterly

Minimum investment

$100,000 initial/$5,000 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 - $250,000 1.950%
$250,000 - $500,000 1.925%
$500,000 - $1,000,000 1.825%
$1,000,000 - $2,500,000 1.700%
$2,500,000 - $5,000,000 1.650%
$5,000,000 and above 1.575%

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