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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.95% 0.09% 67.62M 0.5333
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
0.66% 18.84% -1.802M Upgrade

Basic Info

Investment Strategy
The funds objective is to obtain maximum long-term capital growth by investing primarily in equity and equity-related securities of companies throughout the world that the portfolio advisor believes are well-positioned to benefit from an aging population, increasing life expectancy, increasing lifestyle expenditures and evolving demographic needs worldwide. Any change to the investment objective must be approved by a majority of the votes cast by unitholders at a meeting called to consider the change.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Equity
Global Macro Equity Global
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%
0
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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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--
--
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--
--
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Peer Group Rtn. (NAV)
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--
--
--
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--
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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
--
--
--
11.77%
-9.54%
20.04%
25.40%
6.87%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.46%
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--
--
--
--
--
--
--
--
--
-16.16%
11.52%
24.14%
4.17%
--
--
--
--
--
--
42.61%
15.61%
--
--
--
15.58%
-24.12%
18.49%
10.56%
1.97%
As of December 12, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.17%
Stock 99.26%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.42%
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Basic Info

Investment Strategy
The funds objective is to obtain maximum long-term capital growth by investing primarily in equity and equity-related securities of companies throughout the world that the portfolio advisor believes are well-positioned to benefit from an aging population, increasing life expectancy, increasing lifestyle expenditures and evolving demographic needs worldwide. Any change to the investment objective must be approved by a majority of the votes cast by unitholders at a meeting called to consider the change.
General
Security Type Exchange-Traded Fund
Broad Asset Class International Equity
Broad Category Equity
Global Peer Group Equity Global
Peer Group Global Equity
Global Macro Equity Global
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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