Investor suitability

For those who:

  • want income and growth with lower than average volatility
  • are investing for the medium term
  • want to invest in an optimized portfolio of equity and income funds
  • can tolerate low to moderate risk

Fund overview

The Fund invests in the CI Portfolio Series Conservative Fund.


Fund/ETF Facts (2024-03-28)

Inception date

2012-08-01

Asset class

Asset Allocation

Income distribution

Annually

Minimum investment

$500 initial/$100 additional

Growth of $10,000