At CI, we offer one of the industry’s most comprehensive mutual fund lineups, including over 90 core funds. Our lineup includes a broad selection of portfolio managers and a wide choice of mandates, as well as the tax-efficient CI Corporate Class and
Guaranteed Retirement Cash Flow Series
CI offers the innovative G5|20 Series fund, which is guaranteed to distribute annual cash flow amounting to 5% of the Guaranteed Asset Value of the investment for 20 years while keeping exposure to equities for growth potential. G5|20 Series combines underlying funds managed by CI’s award-winning portfolio managers with a risk management overlay to provide guaranteed cash flows for retirement.
Segregated funds combine the investment advantages of mutual funds with the protective features of insurance. Our segregated fund lineup, with policies issued by Sun Life Assurance and Transamerica Life Canada, covers all asset classes and investment styles and includes CI’s top portfolio managers and third-party managers.
Portfolio Series and Portfolio Select Series are comprehensive investment
programs based on the principles of strategic asset allocation, providing
you a diversified portfolio tailored to your individual needs.
CI Private Managed Assets program provides a diversified, tax-efficient
and cost-effective investment solution to meet the needs of high net worth
Alternative investments - which include deposit notes, labour-sponsored funds, hedge funds
closed-end funds and limited partnerships - meet a variety of investment needs.