Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.70% -0.03% 28.50M 47.37
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.59% -- 26.51M Upgrade

Basic Info

Investment Strategy
The ETF's investment objective is to provide Unitholders, through an actively managed portfolio with (i) regular cash distributions, (ii) the opportunity for capital appreciation by investing on an equal weight basis in a portfolio of equity securities of at least the 20 largest utility companies measured by market capitalization listed on a North American stock exchange, and (iii) lower overall volatility of returns on the portfolio than would be experienced by owning a portfolio of securities of such issuers directly. The issuers included in the portfolio, which are based on their market capitalization, may be adjusted based on the Portfolio Managers view on the liquidity of the issuers equity securities and their related call options.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group North American Equity
Global Macro Equity North America
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

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
18.74%
9.94%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
26.68%
-15.26%
23.54%
-1.71%
20.80%
-4.52%
4.85%
10.84%
14.35%
--
--
--
21.49%
-7.08%
-1.01%
10.70%
14.04%
--
--
3.04%
13.88%
5.29%
0.11%
27.49%
15.51%
--
--
--
--
0.26%
-1.92%
5.77%
20.70%
As of December 09, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.16%
Stock 100.1%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.25%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The ETF's investment objective is to provide Unitholders, through an actively managed portfolio with (i) regular cash distributions, (ii) the opportunity for capital appreciation by investing on an equal weight basis in a portfolio of equity securities of at least the 20 largest utility companies measured by market capitalization listed on a North American stock exchange, and (iii) lower overall volatility of returns on the portfolio than would be experienced by owning a portfolio of securities of such issuers directly. The issuers included in the portfolio, which are based on their market capitalization, may be adjusted based on the Portfolio Managers view on the liquidity of the issuers equity securities and their related call options.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity US
Peer Group North American Equity
Global Macro Equity North America
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

Top Portfolio Holders