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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.77% 0.01% 151.87M 3094.77
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 23.37% -25.79M Upgrade

Basic Info

Investment Strategy
The Fund's investment objectives are: (i) to provide unitholders with monthly cash distributions; and (ii) to maximize total returns for unitholders consisting primarily of monthly distributions, while reducing risk and preserving capital. Under normal market conditions, the Fund will be primarily invested in investment grade bonds and investment grade debt securities.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond CAD
Peer Group Canadian Corporate Fixed Income
Global Macro Bond HC
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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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
2019
2020
2021
2022
2023
2024
2025
YTD
6.98%
7.77%
-1.69%
-12.54%
6.01%
5.66%
4.78%
0.42%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
3.05%
0.14%
16.22%
9.73%
-1.72%
-18.84%
7.97%
-0.39%
5.93%
0.35%
14.85%
7.91%
-1.17%
-16.09%
7.97%
1.01%
5.62%
0.24%
--
--
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-5.86%
5.42%
3.74%
4.78%
0.00%
--
--
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-15.06%
4.68%
9.35%
2.80%
1.72%
As of January 10, 2026.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 9.85%
Stock 0.00%
Bond 90.16%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Basic Info

Investment Strategy
The Fund's investment objectives are: (i) to provide unitholders with monthly cash distributions; and (ii) to maximize total returns for unitholders consisting primarily of monthly distributions, while reducing risk and preserving capital. Under normal market conditions, the Fund will be primarily invested in investment grade bonds and investment grade debt securities.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond CAD
Peer Group Canadian Corporate Fixed Income
Global Macro Bond HC
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
Start Trial

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