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CI Institutional Asset Management

Investment Basics

About Mutual Funds

The basic premise of mutual funds remains the same after more than 80 years: investors pool their money together to invest in a portfolio of securities, usually either stocks or bonds or a combination of both, which is managed by an investment professional.

Benefits of Mutual Funds:

Diversification: mutual funds invest in a broad range of securities and asset classes

Professional Management: specialized knowledge and research in buying & selling securities

Convenience: benefits of a diversified portfolio with just one purchase

Ease of Investing: can open, add to or redeem your account on any business day

Purchasing Power: only wealthy investors could accumulate positions similar to mutual funds

Liquidity: investors can easily sell units at any time

Flexibility: there is a fund to match virtually every investing need

Record-keeping Service: confirmation of transactions and necessary reporting for tax purposes

Investor Protection: mutual funds are highly regulated, ensuring operating standards

Distribution Options: earnings distributed to unitholders in a variety of beneficial ways

Tax-deferral advantages: CI Corporate Class gives you the advantage of an RSP with no contribution limit

CI Investments offers a wide range of equity, balanced and fixed-income mutual funds. You can select from investment mandates based on management style, geographic region and industry sector. CI makes switching between any of the funds in any of our families easy whenever your investment objectives change.

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