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CI Select 40i60e Mgd Port Corp Cl W T5

CIG483T5
9.11
+0.05
+0.50%
2017-10-20
5 Years
  • Previous Close

    9.06

  • Net Assets

    278.97K

  • Yield

    0.32%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    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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