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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.87% -0.03% 432.29M 37130.00
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.54% 11.01% -65.25M Upgrade

Basic Info

Investment Strategy
RITs investment objective is to seek long-term total returns consisting of regular income and long-term capital appreciation from an actively managed portfolio comprised primarily of securities of Canadian REITs, REOCs and entities involved in real estate related services.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap Value
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Real Estate Other
Peer Group Real Estate 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
22.86%
-6.86%
34.34%
-20.64%
5.25%
2.31%
12.17%
4.73%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
2.06%
25.86%
-7.72%
34.05%
-17.74%
0.92%
2.87%
12.74%
6.17%
21.13%
-12.22%
35.57%
-22.67%
9.25%
7.14%
4.99%
3.60%
23.88%
-7.98%
37.59%
-20.86%
3.43%
3.96%
7.16%
4.94%
21.98%
-13.61%
34.15%
-17.37%
1.90%
-2.50%
8.90%
4.80%
As of January 21, 2026.

Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.12%
Stock 98.89%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.99%
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Basic Info

Investment Strategy
RITs investment objective is to seek long-term total returns consisting of regular income and long-term capital appreciation from an actively managed portfolio comprised primarily of securities of Canadian REITs, REOCs and entities involved in real estate related services.
General
Security Type Exchange-Traded Fund
Equity Style Small Cap Value
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Real Estate Other
Peer Group Real Estate 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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