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Are you a sophisticated investor?

A sophisticated investor has a certain minimum threshold amount of money to invest. To find out if you are eligible, locate your province or territory of residence in Canada from the list below and find the dollar amount for that province or territory.

Ontario $150,000
Quebec $150,000
Nova Scotia $150,000
Saskatchewan $150,000
NWT $150,000
Newfoundland $150,000
PEI $150,000
New Brunswick $150,000
Manitoba $150,000
Alberta $150,000
BC $150,000
Yukon $150,000
Nunavut $150,000

If you can comfortably invest this dollar amount, close this window to find out more about some attractive and select investment opportunities.

The minimum initial investment for Accredited Investors who are investing in Class A or Class F Units is $25,000. For investors who are not Accredited Investors, the minimum initial investment in Class A or Class F Units is $150,000. The minimum investment for Class I Units is determined when an investor enters into a Class I Account Agreement with the Manager, subject to applicable securities laws.

The Manager reserves the right to change the minimum amounts for investments in the Fund at any time and from time to time subject to regulatory requirements.


Information pertaining to the CI Global Opportunities Fund and Trident Global Opportunities Fund is not to be construed as a public offering of securities in any jurisdiction of Canada. The offering of units of the CI Global Opportunities Fund and Trident Global Opportunities Fund is made pursuant to their respective offering memorandum only to those investors in jurisdictions of Canada who meet certain eligibility or minimum purchase requirements. Important information about the CI Global Opportunities Fund and Trident Global Opportunities Fund including a statement of each fund’s fundamental investment objective, is contained in their respective offering memorandum, a copy of which may be obtained from your dealer. Read the applicable offering memorandum carefully before investing. Unit values and investment returns will fluctuate.

The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder which would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

  Funds mentioned on this website are available to Canadian residents only. © 2015 CI Financial Corp.