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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.60% -0.44% 6.350M 10.00
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
3.49% 27.55% -6.086M Upgrade

Basic Info

Investment Strategy
The fund seeks to track, to the extent reasonably possible, the price and yield performance of the WisdomTree Europe CAD-Hedged Equity Index, before fees and expenses. The investment strategy of the fund is to invest in and hold the Constituent Securities of the WisdomTree Europe CAD-Hedged Equity Index in the same proportion as they are reflected in the WisdomTree Europe CAD-Hedged Equity Index or otherwise invest in a manner intended to track the price and yield performance of the Index (e.g., sampling). As an alternative to or in conjunction with investing in and holding the Constituent Securities, ir may invest in or use certain other securities to obtain exposure to the price and yield performance of the WisdomTree Europe CAD-Hedged Equity Index.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name European Equity
Category Index Morningstar Eur GR CAD
Global Category Name Europe Equity Large Cap
YCharts Categorization Europe Large Cap
YCharts Benchmark MSCI Europe Total Return (^MSEURTR)
Prospectus Objective --
Fund Owner Firm Name CI Investments Inc
Prospectus Benchmark Index
WisdomTree Europe Equity NTR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Lijon Geeverghese 4.11 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
--
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% Rank in Cat (NAV)
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As of April 18, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
-11.75%
15.03%
1.04%
12.79%
-11.53%
20.47%
10.61%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
3.80%
12.86%
-4.93%
25.54%
-6.46%
17.78%
-14.50%
-26.30%
--
--
-6.73%
15.20%
7.68%
4.32%
-13.24%
8.25%
2.28%
--
--
19.69%
7.36%
11.70%
-12.78%
17.07%
0.45%
15.68%
-9.61%
26.29%
-2.33%
23.37%
-8.34%
15.87%
4.70%
As of April 18, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 0.68% Upgrade Upgrade
Stock 99.32% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The fund seeks to track, to the extent reasonably possible, the price and yield performance of the WisdomTree Europe CAD-Hedged Equity Index, before fees and expenses. The investment strategy of the fund is to invest in and hold the Constituent Securities of the WisdomTree Europe CAD-Hedged Equity Index in the same proportion as they are reflected in the WisdomTree Europe CAD-Hedged Equity Index or otherwise invest in a manner intended to track the price and yield performance of the Index (e.g., sampling). As an alternative to or in conjunction with investing in and holding the Constituent Securities, ir may invest in or use certain other securities to obtain exposure to the price and yield performance of the WisdomTree Europe CAD-Hedged Equity Index.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class --
Broad Category Equity
Category Name European Equity
Category Index Morningstar Eur GR CAD
Global Category Name Europe Equity Large Cap
YCharts Categorization Europe Large Cap
YCharts Benchmark MSCI Europe Total Return (^MSEURTR)
Prospectus Objective --
Fund Owner Firm Name CI Investments Inc
Prospectus Benchmark Index
WisdomTree Europe Equity NTR CAD 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Lijon Geeverghese 4.11 yrs

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