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CI Select 30i70e Mgd Port Corp Cl A T5

CIG102T5
7.88
+0.04
+0.56%
2017-10-20
5 Years
  • Previous Close

    7.83

  • Net Assets

    2.26M

  • Yield

    0.35%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Equity Balanced

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★
Profile

Name of Issuer

CI Investments Inc

Fund Style

Open

Fund Manager

Not Disclosed

Investment Style

Large Blend

The investment objective of this Managed Portfolio is to provide returns from a diversified portfolio of equity securities, with a small amount of exposure to income securities to mitigate short-term volatility. It aims to invest 30% of its assets in mutual funds that invest primarily in income securities and 70% of its assets in mutual funds that invest primarily in equity securities.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 5,000
Initial Purchase: AIP 50

Inception

2007-09-28

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