Investor suitability

For those who:

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

Fund overview

CI U.S. Equity & Income Fund aims to provide investors with stable income and long-term capital appreciation by investing in a diversified portfolio consisting primarily of U.S. equity and fixed-income securities.

Fund/ETF Facts (2024-03-28)

Inception date


Asset class

U.S. Balanced

Income distribution


Minimum investment

$500 initial/$25 additional

Growth of $10,000