Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
2.64% 31.26M -- --
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
681037.0 0.36% Upgrade Upgrade

Basic Info

Investment Strategy
The fund seeks to generate returns on investment in, trading in or exposure to commodity and financial interests. Using a disciplined rules-based investment process, the fund captures dominant trends long and short, agnostic to market direction and popular consensus. Risk management and capital allocation is systematic to preserve capital as the strategys core objective along with providing returns that are non-correlated to traditional equity, fixed income and most alternative strategies. A core goal is to provide performance and crisis alpha in times of significant equity correction. The fund may use leverage through the use of cash borrowings, short sales and derivatives. It is anticipated that the fund will indirectly use the absolute VaR based risk management approach that allows the 20-day VaR of Auspice Diversified Trust (the Underlying Fund) to be up to 20% of the NAV of the Underlying Fund.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy
Global Macro Liquid Alternatives
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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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 51
-116.76M Peer Group Low
123.05M Peer Group High
1 Year
% Rank: 62
681037.0
-204.81M Peer Group Low
813.70M Peer Group High
3 Months
% Rank: 47
-125.21M Peer Group Low
265.55M Peer Group High
3 Years
% Rank: 36
-563.01M Peer Group Low
1.282B Peer Group High
6 Months
% Rank: 73
-157.46M Peer Group Low
793.63M Peer Group High
5 Years
% Rank: 44
-283.64M Peer Group Low
1.303B Peer Group High
YTD
% Rank: 77
-194.35M Peer Group Low
813.70M Peer Group High
10 Years
% Rank: 49
-37.49M Peer Group Low
1.303B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
27.92%
-11.68%
14.32%
16.43%
12.95%
1.70%
10.74%
17.70%
8.28%
--
--
--
--
--
--
-6.82%
24.84%
--
--
3.60%
8.73%
-9.31%
7.20%
8.20%
9.26%
1.21%
-0.20%
-10.45%
15.90%
-19.25%
-8.52%
13.41%
--
As of December 11, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-10-25) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 3

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 3/31/2025
Last Prospectus Date --
Share Classes
CIG4130 Fee-based Advice
CIG5130 Institutional
CIG6130 Fee-based Advice
CIG90138 Fee-based Advice
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.05%
Stock 0.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 99.95%
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Top 3 Holdings

Name % Weight Price % Change
AUSPICE DIVERSIFIED TRUST FUND CLASS I
99.47% -- --
OTHER ASSETS LESS LIABILITIES
0.48% -- --
CAD CASH
0.05% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP Yes
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 500.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The fund seeks to generate returns on investment in, trading in or exposure to commodity and financial interests. Using a disciplined rules-based investment process, the fund captures dominant trends long and short, agnostic to market direction and popular consensus. Risk management and capital allocation is systematic to preserve capital as the strategys core objective along with providing returns that are non-correlated to traditional equity, fixed income and most alternative strategies. A core goal is to provide performance and crisis alpha in times of significant equity correction. The fund may use leverage through the use of cash borrowings, short sales and derivatives. It is anticipated that the fund will indirectly use the absolute VaR based risk management approach that allows the 20-day VaR of Auspice Diversified Trust (the Underlying Fund) to be up to 20% of the NAV of the Underlying Fund.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy
Global Macro Liquid Alternatives
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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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-10-25) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 3

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 3/31/2025
Last Prospectus Date --
Share Classes
CIG4130 Fee-based Advice
CIG5130 Institutional
CIG6130 Fee-based Advice
CIG90138 Fee-based Advice
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:CIG2130.TO", "name")
Broad Asset Class: =YCI("M:CIG2130.TO", "broad_asset_class")
Broad Category: =YCI("M:CIG2130.TO", "broad_category_group")
Prospectus Objective: =YCI("M:CIG2130.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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