Investor suitability

For those who:

  • want returns with lower than average volatility
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

This fund invests directly in other mutual funds managed by CI.


Fund facts (2020-06-30)

Inception date

2015-08-04

Asset class

Asset Allocation

Total # holdings

2,937

Number of issuers (equities)

27

Income distribution

Annually

Minimum investment

$100,000 initial / $5,000 additional

Growth of $10,000