CI Canadian Balanced Guaranteed Investment Fund

Fund Commentary Gold Bar List Positioning Piece Fund/ETF Facts Print

NAVPS ($)

As at 2025-06-09

31.0505

Management fee (%)

2.00

MER (%)

As at 2024-12-31

4.48

Risk rating

  • Low
  • Low to Moderate
  • Moderate
  • Moderate to High
  • High

Fund codes

ISC 040 Hard capped
DSC 940 Hard capped

Total net assets ($CAD)

As at 2025-04-29

$2.35 million

RRSP

Eligible

Management team Popular documents

Investor suitability

For those who:

  • want both equity and fixed income securities in a single fund and prefer to have the portfolio advisor make the asset mix decisions
  • are investing for the medium term
  • can tolerate low to moderate risk

Fund overview

The fund invests in the CI Canadian Balanced Fund.


Fund/ETF Facts (2025-04-29)

Asset class

Canadian Balanced

Income distribution

Annually

Minimum investment

$500 initial/$50 additional

Growth of $10,000


Created with Highstock 2.1.9Zoom1 mo3 mo6 moYTD1 YAllFrom:Jun 1, 2015To:May 31, 202516171819202122232425201620182020202220248k10k12k14k16k

Management team

Kevin McSweeney

SVP, Portfolio Manager & Lead – Canadian Equities

Full bio

John Shaw

SVP, Portfolio Manager – Fixed Income

Full bio

ivar is the sole issuer of the annuity contracts providing for investment in CI Guaranteed Investment Funds and CI Legacy Funds. A description of the key features of the applicable annuity contract is contained in the CI Guaranteed Investment Funds or CI Legacy Funds Information Folder. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder(s) and may increase or decrease in value. Please refer to the Legal section of www.ci.com for additional information. ™ivari and the ivari logos are trademarks of ivari Canada ULC. ivari is licensed to use such marks.