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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.18% -0.30% 499.60M 6871.20
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 11.48% 201.63M Upgrade

Basic Info

Investment Strategy
VALT is designed for investors who want a cost-effective and convenient way to invest in gold. VALT seeks to buy and hold substantially all of its assets in gold bullion. As such, its performance should reflect the performance of the price of gold, less VALT's expenses.
General
Security Type Exchange-Traded Fund
Broad Asset Class Commodities
Broad Category Real Assets
Global Peer Group Commodity Precious Metals
Peer Group Commodity
Global Macro Commodity Precious Metals
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%
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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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--
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Total Return (NAV)
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--
--
--
--
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Peer Group Rtn. (NAV)
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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
--
--
--
--
0.97%
12.21%
25.68%
60.49%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.08%
-3.57%
13.63%
18.64%
-4.47%
-1.19%
9.62%
21.25%
48.50%
2.75%
18.86%
22.90%
-4.72%
-0.90%
12.15%
25.87%
60.11%
--
--
--
--
--
--
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60.64%
-9.50%
12.77%
42.96%
-13.03%
0.94%
-2.11%
19.04%
117.7%
As of December 16, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.00%
Stock 0.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 100.00%
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Basic Info

Investment Strategy
VALT is designed for investors who want a cost-effective and convenient way to invest in gold. VALT seeks to buy and hold substantially all of its assets in gold bullion. As such, its performance should reflect the performance of the price of gold, less VALT's expenses.
General
Security Type Exchange-Traded Fund
Broad Asset Class Commodities
Broad Category Real Assets
Global Peer Group Commodity Precious Metals
Peer Group Commodity
Global Macro Commodity Precious Metals
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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