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 global exposure to your investment portfolio
  • are planning to hold your investment for the medium to long term.

Fund overview

CI Global Value Balanced Fund aims to provide investors with stable income and long-term capital appreciation by investing in a diversified portfolio consisting primarily of global equity and fixed-income securities.

Fund facts (2020-06-30)

Inception date


Asset class

Global Balanced

Total # holdings


Number of issuers (equities)


Income distribution


Minimum investment

$500 initial / $25 additional

Growth of $10,000