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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- 0.07% 10.93M 30.03
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.80% -- 22.78M Upgrade

Basic Info

Investment Strategy
The pools investment objective is to provide investors with a combination of income and capital appreciation by investing primarily in a portfolio of dividend paying global equity securities.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global Income
Peer Group Global Dividend & Income Equity
Global Macro Equity Global
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%
10%
5%
0
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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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--
--
--
--
--
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Peer Group Rtn. (NAV)
--
--
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--
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--
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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
YTD
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.08%
--
22.62%
-0.58%
22.15%
-17.03%
12.40%
25.13%
18.11%
-3.77%
21.11%
3.14%
28.25%
-13.89%
18.54%
43.06%
-0.99%
-4.51%
18.84%
7.47%
27.34%
-8.67%
17.34%
25.32%
8.44%
As of December 16, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.22%
Stock 96.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The pools investment objective is to provide investors with a combination of income and capital appreciation by investing primarily in a portfolio of dividend paying global equity securities.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global Income
Peer Group Global Dividend & Income Equity
Global Macro Equity Global
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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