Toronto - Delayed Quote • CAD
United Canadian Equity Value Corporate Class E5T8 (0P0001FK13.TO)
At close: August 7 at 4:00 PM EDT
Investment Information
- Min Initial Investment
- 250,000
- Min Initial Investment, IRA
- 2,500
- Min Initial Investment, AIP
- 0.5
- Min Subsequent Investment
- 50
- Min Subsequent Investment, IRA
- 0.5
- Min Subsequent Investment, AIP
- --
Broker Availability
Broker Availability Information Not Available
Fund Summary
The primary investment objective of the Canadian Equity Value Corporate Class is to provide long-term capital growth and reasonable current income through investment primarily in equity and equity-related securities of Canadian companies that the portfolio adviser believes represent good value and have the potential for consistent long-term growth. Equity-related securities include convertible preferred shares, convertible debt obligations and warrants. This fund also may invest in other mutual funds.
Fund Overview
| Category | Canadian Focused Equity |
| Fund Family | CI Investments Inc |
| Net Assets | 391.55M |
| YTD Return | 15.04% |
| Yield | 0.84% |
| Morningstar Rating | -- |
| Inception Date | May 01, 2017 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 23 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
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