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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.73% 0.10% 939.84M 8644.90
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 109.4% 118.37M

Basic Info

Investment Strategy
The funds investment objective is to provide absolute returns through interest income and capital gains and its risk objective is to have very low volatility and positive returns over any twelve-month period. The fund will primarily invest in debt instruments across the credit spectrum including cash, government debt, investment-grade corporate debt, high-yield corporate debt, government debt futures, convertible debentures and credit derivatives. The funds strategy will primarily focus on U.S. and Canadian corporate bonds and will include the use of government bond futures to manage the duration of the fund according to the volatility objectives. To minimize interest rate volatility, the fund would typically target an overall portfolio duration of less than 2 years.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Absolute Return Bond CAD
Peer Group Global Core Plus Fixed Income
Global Macro Alternative Bond
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%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
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--
--
--
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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
3.49%
4.09%
0.67%
-1.97%
5.20%
4.40%
3.83%
0.58%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
3.05%
-0.42%
--
--
--
--
5.46%
6.24%
4.72%
-0.23%
--
--
-1.79%
-14.56%
0.93%
-2.98%
3.01%
-0.84%
--
--
0.69%
-9.46%
8.14%
4.03%
7.59%
-0.70%
--
--
--
-10.34%
7.73%
2.64%
4.73%
-0.56%
As of April 02, 2026.

Asset Allocation

As of February 28, 2026.
Type % Net
Cash 8.15%
Stock 0.00%
Bond 87.83%
Convertible 0.00%
Preferred 0.00%
Other 4.02%
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Basic Info

Investment Strategy
The funds investment objective is to provide absolute returns through interest income and capital gains and its risk objective is to have very low volatility and positive returns over any twelve-month period. The fund will primarily invest in debt instruments across the credit spectrum including cash, government debt, investment-grade corporate debt, high-yield corporate debt, government debt futures, convertible debentures and credit derivatives. The funds strategy will primarily focus on U.S. and Canadian corporate bonds and will include the use of government bond futures to manage the duration of the fund according to the volatility objectives. To minimize interest rate volatility, the fund would typically target an overall portfolio duration of less than 2 years.
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Absolute Return Bond CAD
Peer Group Global Core Plus Fixed Income
Global Macro Alternative Bond
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
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