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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% -0.08% 783.54M 2246.93
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 128.0% 603.78M Upgrade

Basic Info

Investment Strategy
The funds investment objective is to generate income and the potential for long-term capital appreciation by investing primarily in a diversified portfolio of fixed-income securities of any credit quality, issued by companies or governments of any size, located anywhere in the world.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Multi-Sector 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)
--
--
--
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--
--
--
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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
YTD
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
2.84%
0.23%
3.00%
2.74%
1.88%
-5.72%
10.59%
3.35%
1.82%
-3.47%
6.22%
6.82%
0.04%
-6.14%
4.47%
5.14%
3.91%
-1.07%
7.08%
3.70%
0.59%
-9.01%
7.51%
5.54%
3.46%
--
7.14%
0.62%
1.13%
-3.96%
7.77%
6.10%
3.94%
As of December 16, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.92%
Stock 0.36%
Bond 93.05%
Convertible 0.00%
Preferred 4.06%
Other -0.39%
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Basic Info

Investment Strategy
The funds investment objective is to generate income and the potential for long-term capital appreciation by investing primarily in a diversified portfolio of fixed-income securities of any credit quality, issued by companies or governments of any size, located anywhere in the world.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global CAD
Peer Group Multi-Sector 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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