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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- -0.00% 6.536M 63.33
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.74% -- 32.27M Upgrade

Basic Info

Investment Strategy
The pools investment objective is to generate income and long-term capital growth by investing primarily in a combination of equity and fixed-income securities located in the U.S.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Allocation
Global Peer Group Mixed Asset Other Aggressive
Peer Group Global Equity Balanced
Global Macro Mixed Asset Other
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%
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5%
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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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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
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.46%
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12.66%
14.26%
-19.09%
20.21%
19.81%
8.15%
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12.03%
17.08%
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15.94%
As of December 12, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.76%
Stock 67.66%
Bond 25.10%
Convertible 0.00%
Preferred 0.00%
Other 3.47%
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Basic Info

Investment Strategy
The pools investment objective is to generate income and long-term capital growth by investing primarily in a combination of equity and fixed-income securities located in the U.S.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Allocation
Global Peer Group Mixed Asset Other Aggressive
Peer Group Global Equity Balanced
Global Macro Mixed Asset Other
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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