Investor suitability

For those who:

  • are willing to accept a low to medium degree of risk
  • are seeking a balance of regular income and the potential for long-term capital appreciation
  • are planning to hold your investment for the long term

Fund overview

CI North American Dividend Fund's investment objective is to seek a balance of current income and long-term capital appreciation by investing primarily in a diversified portfolio of dividend-paying and/or distribution-paying North American equity and income securities, including income trusts and common and preferred shares and, to a lesser extent, interest bearing securities, such as bonds, bills or bankers' acceptances.


Fund facts (2020-06-30)

Inception date

2015-12-14

Asset class

Canadian Dividend

Total # holdings

35

Number of issuers (equities)

35

Income distribution

Monthly

Minimum investment

$500 initial / $25 additional

Growth of $10,000