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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- -7.24% -- 16181.97
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
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Basic Info

Investment Strategy
The Trust’s investment objectives are to: (i) provide the holders of Units (the ‘‘Unitholders’’) with long-term capital appreciation; and (ii) provide Unitholders with monthly cash distributions.
General
Security Type Closed-End Fund
Equity Style Mid Cap Growth
Broad Asset Class --
Broad Category Equity
Global Peer Group Equity Sector Gold & Precious Metals
Peer Group Precious Metals Equity
Global Macro --
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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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
23.88%
50.99%
2.81%
-12.14%
-2.90%
15.69%
124.8%
16.29%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
4.91%
42.01%
24.40%
-16.71%
-1.28%
6.86%
36.96%
153.0%
25.22%
51.84%
26.60%
-12.57%
-2.02%
9.23%
38.87%
169.5%
22.22%
38.75%
14.98%
-9.36%
-1.90%
6.20%
20.20%
137.4%
18.49%
40.17%
21.10%
-5.81%
-3.11%
3.92%
19.65%
144.4%
22.69%
As of February 20, 2026.

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
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Basic Info

Investment Strategy
The Trust’s investment objectives are to: (i) provide the holders of Units (the ‘‘Unitholders’’) with long-term capital appreciation; and (ii) provide Unitholders with monthly cash distributions.
General
Security Type Closed-End Fund
Equity Style Mid Cap Growth
Broad Asset Class --
Broad Category Equity
Global Peer Group Equity Sector Gold & Precious Metals
Peer Group Precious Metals Equity
Global Macro --
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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