Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.12% 93.67M -- 94.49%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-89.32M 5.17% Upgrade Upgrade

Basic Info

Investment Strategy
The fund seeks to provide positive absolute returns with low volatility over a market cycle regardless of market conditions or general market direction, by primarily investing in debt instruments across the credit spectrum including cash, government debt, investment grade corporate debt, high yield debt, credit derivatives and other income-producing securities throughout the world.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Credit Focus
Peer Group Alternative Credit Focused
Global Macro Alternative Bond
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: 73
-18.37M Peer Group Low
79.42M Peer Group High
1 Year
% Rank: 84
-89.32M
-128.06M Peer Group Low
745.93M Peer Group High
3 Months
% Rank: 88
-62.43M Peer Group Low
258.42M Peer Group High
3 Years
% Rank: 98
-280.83M Peer Group Low
1.206B Peer Group High
6 Months
% Rank: 92
-72.09M Peer Group Low
395.40M Peer Group High
5 Years
% Rank: 98
-442.95M Peer Group Low
1.340B Peer Group High
YTD
% Rank: 85
-101.27M Peer Group Low
646.19M Peer Group High
10 Years
% Rank: 52
-214.79M Peer Group Low
1.388B 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
--
5.02%
9.05%
1.00%
-8.65%
5.08%
3.52%
4.85%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.96%
--
--
--
1.85%
-2.75%
5.07%
5.53%
4.62%
--
--
--
--
-1.97%
6.25%
4.70%
8.67%
--
--
--
--
-9.18%
7.92%
10.16%
4.17%
As of December 28, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-24-25) 5.47%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (11-30-25) 5.16%
Effective Duration --
Average Coupon 5.53%
Calculated Average Quality 4.310
Effective Maturity 6.381
Nominal Maturity 6.688
Number of Bond Holdings 7
As of November 30, 2025

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 6.87%
Stock 0.04%
Bond 93.07%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Top 10 Holdings

Name % Weight Price % Change
2YR T-NOTE MAR26
18.61% -- --
CA 5YR BND MAR6
17.35% -- --
USD CASH
5.48% -- --
Canada CAN 3.25 06/01/2035 FIX CAD Government 5.38% 99.15 -0.00%
Canada CAN 2.75 06/01/2033 FIX CAD Government 2.32% 97.04 -0.00%
ATKINSREALIS GROUP INC. ATKIGRO 7.0 06/12/2026 FIX CAD Corporate RegS 2.19% 101.80 0.00%
SUNOCO LP SUNOLP 3.875 06/16/2026 FIX CAD Corporate 2.11% -- --
NOVA Chemicals Corporation NCX 8.5 11/15/2028 FIX USD Corporate 144A 1.33% 104.80 0.02%
Air Canada AIRCAN 3.875 08/15/2026 FIX USD Corporate 144A 1.25% 99.47 -0.11%
CALPINE CORP 31-JAN-2031 TERM LOAN B
1.25% -- --

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 25.00 None

Basic Info

Investment Strategy
The fund seeks to provide positive absolute returns with low volatility over a market cycle regardless of market conditions or general market direction, by primarily investing in debt instruments across the credit spectrum including cash, government debt, investment grade corporate debt, high yield debt, credit derivatives and other income-producing securities throughout the world.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Credit Focus
Peer Group Alternative Credit Focused
Global Macro Alternative Bond
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 (12-24-25) 5.47%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (11-30-25) 5.16%
Effective Duration --
Average Coupon 5.53%
Calculated Average Quality 4.310
Effective Maturity 6.381
Nominal Maturity 6.688
Number of Bond Holdings 7
As of November 30, 2025

Fund Details

Key Dates
Inception Date --
Share Classes
CIG2191 Commission-based Advice
CIG2193 Commission-based Advice
CIG4193 Fee-based Advice
CIG5191 Institutional
CIG5193 Institutional
CIG90191 Fee-based Advice
CIG90391 Fee-based Advice
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible 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:CIG4191.TO", "name")
Broad Asset Class: =YCI("M:CIG4191.TO", "broad_asset_class")
Broad Category: =YCI("M:CIG4191.TO", "broad_category_group")
Prospectus Objective: =YCI("M:CIG4191.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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