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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.71% 0.23% 17.90M 212.80
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 12.50% 726579.0 Upgrade

Basic Info

Investment Strategy
This funds objective is to provide long-term total return. The fund follows an approach to investing that focuses on sustainable and responsible issuers by primarily investing in labelled green bonds issued by government, government-related and corporate issuers, located anywhere in the world.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Global Fixed Income
Global Macro Bond Global
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%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
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--
--
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
5.89%
4.64%
2.30%
0.65%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
3.05%
0.07%
--
--
-1.09%
-14.32%
5.67%
0.12%
5.06%
0.04%
7.85%
7.18%
-2.06%
-13.68%
4.56%
0.11%
4.92%
0.09%
7.27%
14.93%
-5.33%
-26.55%
-1.37%
-0.22%
-0.45%
2.31%
-1.73%
1.96%
-1.96%
0.91%
0.92%
12.17%
0.64%
1.38%
As of January 19, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 1.43%
Stock 0.00%
Bond 98.38%
Convertible 0.00%
Preferred 0.00%
Other 0.19%
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Basic Info

Investment Strategy
This funds objective is to provide long-term total return. The fund follows an approach to investing that focuses on sustainable and responsible issuers by primarily investing in labelled green bonds issued by government, government-related and corporate issuers, located anywhere in the world.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Global Fixed Income
Global Macro Bond Global
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
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