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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.76% 0.34% 18.08M 1813.90
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 72.07% 3.091M

Basic Info

Investment Strategy
The pool's investment objective is to generate income and the potential for long-term capital appreciation by investing primarily in higher yielding fixed-income securities and other debt instruments of issuers located anywhere in the world. Any change to the investment objective must be approved by a majority of votes cast at a meeting of unitholders held for that reason.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global High Yield CAD
Peer Group High Yield Fixed Income
Global Macro Bond High Yield
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name CI Global Asset Management
Broad Asset Class Benchmark Index
^BBGATRCADH 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)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
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
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
13.02%
9.86%
5.73%
1.60%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
3.05%
0.94%
2.36%
-5.86%
8.70%
-6.43%
10.67%
21.17%
4.37%
0.65%
--
--
--
--
5.77%
8.06%
5.29%
1.16%
13.82%
2.64%
3.51%
-11.10%
11.07%
7.04%
6.33%
1.02%
10.26%
3.65%
5.33%
-5.37%
3.08%
14.26%
6.96%
4.35%
As of February 20, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 5.16%
Stock 0.68%
Bond 92.52%
Convertible 0.00%
Preferred 0.41%
Other 1.23%
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Basic Info

Investment Strategy
The pool's investment objective is to generate income and the potential for long-term capital appreciation by investing primarily in higher yielding fixed-income securities and other debt instruments of issuers located anywhere in the world. Any change to the investment objective must be approved by a majority of votes cast at a meeting of unitholders held for that reason.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global High Yield CAD
Peer Group High Yield Fixed Income
Global Macro Bond High Yield
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name CI Global Asset Management
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

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