Investor suitability

For those who:

  • are willing to accept a medium degree of risk
  • are seeking a regular source of income and the potential for capital appreciation
  • are seeking to add U.S. exposure to your investment portfolio
  • are planning to hold your investment for the long term

Fund overview

CI U.S. Equity Class seeks a balance of current income and long-term capital appreciation by investing substantially all of its assets in securities of CI U.S. Equity Fund. The underlying fund invests primarily in a diversified portfolio of dividend-paying U.S. equity securities, including common and preferred shares and, to a lesser extent, interest bearing securities, such as bonds, bills or bankers' acceptances.


Fund/ETF Facts (2022-12-30)

Inception date

2012-05-29

Asset class

U.S. Equity

Income distribution

Monthly

Minimum investment

$500 initial/$25 additional

Growth of $10,000