Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.82% -0.00% 1.399B 535.50
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.06% 27.78% 28.15M Upgrade

Basic Info

Investment Strategy
The pool's nvestment objective is to generate income and long-term capital growth by investing in a combination of equity and fixed-income securities of countries and companies located anywhere in the world. Any change to the fundamental investment objective must be approved by a majority of the votes cast at a meeting of securityholders held for that reason.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset CAD Balanced - Global
Peer Group Global Neutral Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name CI Global Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
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5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
2025
-12.29%
238.2%
11.56%
15.14%
-11.79%
9.89%
17.13%
10.23%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
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12.45%
-12.41%
15.48%
18.41%
13.94%
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13.83%
-5.38%
9.38%
12.64%
14.01%
--
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--
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-13.46%
9.07%
15.33%
7.99%
As of January 01, 2026.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.79%
Stock 60.74%
Bond 37.66%
Convertible 0.00%
Preferred 0.04%
Other -0.23%
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Basic Info

Investment Strategy
The pool's nvestment objective is to generate income and long-term capital growth by investing in a combination of equity and fixed-income securities of countries and companies located anywhere in the world. Any change to the fundamental investment objective must be approved by a majority of the votes cast at a meeting of securityholders held for that reason.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap Core
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Mixed Asset CAD Balanced - Global
Peer Group Global Neutral Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name CI Global Asset Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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