CI Conservative Portfolio Guaranteed Investment Fund


As at 2024-07-12


Management fee (%)


MER (%)

As at 2023-12-31


Risk rating

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

Fund codes

ISC 053 Hard capped
DSC 953 Hard capped

Total net assets ($CAD)

As at 2024-06-28

$5.04 million



Management team

Alfred Lam

SVP, Co-Head of Multi-Asset

Full bio

Stephen Lingard

SVP, Co-Head of Multi-Asset

Full bio

Cl GAM | Multi-Asset Management, led by portfolio manager Alfred Lam, oversees Cl's managed solutions. The team’s philosophy is centred on delivering predictable outcomes for investors by utilizing a full set of asset classes while adding value and managing risk through multiple factors. CI GAM | Multi Asset Management is a division of CI Global Asset Management, a subsidiary of CI Financial Corp.

Zoe Li

Associate Portfolio Manager – Multi-Asset

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 for additional information. ™ivari and the ivari logos are trademarks of ivari Canada ULC. ivari is licensed to use such marks.