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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.80% -0.06% 56.85M 287.97
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 7.31% -3.574M Upgrade

Basic Info

Investment Strategy
The Fund's objective is to provide unitholders with regular distributions; and the opportunity for capital appreciation from the performance of a portfolio comprised primarily of preferred shares of North American issuers. This actively managed portfolio will be comprised primarily of investment grade preferred shares and to a lesser extent investment grade corporate debt and convertible bonds.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Equity
Global Peer Group Equity Canada
Peer Group Preferred Share Fixed Income
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%

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Performance Versus Peer Group

 
20%
15%
10%
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
-5.22%
3.64%
7.55%
21.24%
-13.26%
2.84%
23.85%
14.87%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.20%
-10.44%
0.64%
5.49%
26.15%
-17.43%
8.24%
28.59%
15.62%
-9.87%
2.04%
6.06%
23.76%
-17.66%
4.47%
26.57%
16.80%
-9.88%
0.24%
6.53%
23.47%
-18.36%
3.27%
28.60%
17.35%
--
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6.07%
30.76%
-19.22%
8.98%
24.71%
13.77%
As of December 15, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.94%
Stock 0.00%
Bond 3.01%
Convertible 0.00%
Preferred 96.10%
Other -0.06%
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Basic Info

Investment Strategy
The Fund's objective is to provide unitholders with regular distributions; and the opportunity for capital appreciation from the performance of a portfolio comprised primarily of preferred shares of North American issuers. This actively managed portfolio will be comprised primarily of investment grade preferred shares and to a lesser extent investment grade corporate debt and convertible bonds.
General
Security Type Exchange-Traded Fund
Broad Asset Class Taxable Bond
Broad Category Equity
Global Peer Group Equity Canada
Peer Group Preferred Share Fixed Income
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

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