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United US Equity Value Corporate Class E

CIG15560
17.05
+0.08
+0.45%
2017-10-16
5 Years
  • Previous Close

    16.98

  • Net Assets

    18.12M

  • Yield

    0.76%

  • Front load

    None

  • Expenses

    -

  • Category

    US Equity

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★
Profile

Name of Issuer

CI Investments Inc

Fund Style

Open

Fund Manager

William Priest

Investment Style

Large Blend

The primary investment objective of the US Equity Value Corporate Class is to provide maximum long-term capital appreciation primarily through investment in a diversified portfolio of equity and equity-related securities of US issuers. Equity-related securities include convertible preferred shares, convertible debt obligations and warrants. This Fund also may invest in other mutual funds. Any change to the investment objectives must be approved by a majority of the votes cast by shareholders at a meeting called to consider the change.

Purchase Information

Initial Purchase 250,000
Initial Purchase: IRA 250,000
Initial Purchase: AIP 50

Inception

2008-09-12

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