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CI Select 40i60e Mgd Port Corp Cl F T5

CIG403T5
11.52
+0.02
+0.20%
2018-06-20
5 Years
  • Previous Close

    11.50

  • Net Assets

    855.52K

  • Yield

    0.32%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral 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 reduce short-term volatility. It aims to invest 40% of its assets in mutual funds that invest primarily in income securities and 60% 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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