CI Global REIT Private Pool ETF C$ (CGRE.TO)
20.55
0.00 (0.00%)
CAD |
TSX |
Mar 27, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.95% | -1.19% | 94.62M | 181.60 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
5.02% | 19.21% | -19.61M | Upgrade |
Basic Info
Investment Strategy | |
The pool’s investment objective is to seek to provide regular income and capital appreciation by investing primarily in real estate income trusts (REITs) and equity securities of corporations participating in the residential and commercial real estate sector located anywhere in the world. The Fund will invest primarily investing in REITs and equities, but may invest in convertible debentures. The Fund will invest primarily in the real estate sector, which involves corporations that own, manage, develop, finance and otherwise participate in the residential and commercial real estate industry. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | -- |
Broad Category | Equity |
Category Name | Real Estate Equity |
Category Index | Morningstar DM REIT NR CAD |
Global Category Name | Real Estate Sector Equity |
YCharts Categorization | Real Estate Equity |
YCharts Benchmark | S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR) |
Prospectus Objective | -- |
Fund Owner Firm Name | CI Investments Inc |
Prospectus Benchmark Index | |
FTSE EPRA/NAREIT Developed NR CAD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Joshua Varghese | 3.77 yrs |
Lee Goldman | 3.77 yrs |
Performance Versus Category
As of March 27, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 27, 2024.
Basic Info
Investment Strategy | |
The pool’s investment objective is to seek to provide regular income and capital appreciation by investing primarily in real estate income trusts (REITs) and equity securities of corporations participating in the residential and commercial real estate sector located anywhere in the world. The Fund will invest primarily investing in REITs and equities, but may invest in convertible debentures. The Fund will invest primarily in the real estate sector, which involves corporations that own, manage, develop, finance and otherwise participate in the residential and commercial real estate industry. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | -- |
Broad Category | Equity |
Category Name | Real Estate Equity |
Category Index | Morningstar DM REIT NR CAD |
Global Category Name | Real Estate Sector Equity |
YCharts Categorization | Real Estate Equity |
YCharts Benchmark | S&P 1500 Real Estate (Sector) Total Return (^SP15RESTR) |
Prospectus Objective | -- |
Fund Owner Firm Name | CI Investments Inc |
Prospectus Benchmark Index | |
FTSE EPRA/NAREIT Developed NR CAD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Joshua Varghese | 3.77 yrs |
Lee Goldman | 3.77 yrs |