Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.84% 508.45M -- 7.91%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
6.969M 4.91% Upgrade Upgrade

Basic Info

Investment Strategy
The fund's investment objective is to achieve a yield advantage by using fundamental value analysis to evaluate investments. The fund will invest mainly in fixed-income securities that are investment grade and below investment grade.
General
Security Type Mutual Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global Corporates LC
Peer Group Global Corporate Fixed Income
Global Macro Bond LC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name CI Global Asset Management
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

Net Fund Flows Versus Peer Group

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 39
-96.31M Peer Group Low
313.58M Peer Group High
1 Year
% Rank: 55
6.969M
-68.81M Peer Group Low
4.602B Peer Group High
3 Months
% Rank: 44
-50.55M Peer Group Low
1.126B Peer Group High
3 Years
% Rank: 81
-634.01M Peer Group Low
12.94B Peer Group High
6 Months
% Rank: 74
-74.84M Peer Group Low
2.024B Peer Group High
5 Years
% Rank: 85
-881.26M Peer Group Low
17.15B Peer Group High
YTD
% Rank: 49
-81.86M Peer Group Low
4.117B Peer Group High
10 Years
% Rank: 94
-1.732B Peer Group Low
19.60B 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
View Performance Versus Peer Group
Start Trial

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
-0.61%
9.39%
5.60%
3.33%
-9.94%
8.44%
10.14%
4.82%
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
2.95%
--
4.07%
7.70%
-2.33%
-11.71%
5.73%
4.40%
4.01%
0.35%
6.06%
7.59%
-2.28%
-12.10%
5.35%
5.05%
4.00%
6.67%
1.02%
3.35%
-0.03%
-1.70%
6.54%
13.90%
1.43%
-2.57%
11.24%
12.19%
0.22%
-15.75%
9.00%
4.14%
4.84%
As of December 06, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-5-25) 0.29%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 4
Bond
Yield to Maturity (10-31-25) 5.45%
Effective Duration --
Average Coupon 5.67%
Calculated Average Quality 4.252
Effective Maturity 10.72
Nominal Maturity 15.50
Number of Bond Holdings 0
As of October 31, 2025

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.11%
Stock 1.18%
Bond 90.32%
Convertible 0.00%
Preferred 5.74%
Other -0.35%
View Asset Allocation
Start Trial

Top 4 Holdings

Name % Weight Price % Change
CI CORPORATE BOND FUND SERIES I
99.54% -- --
CAD CASH
0.51% -- --
USD CASH
0.05% -- --
OTHER ASSETS LESS LIABILITIES
-0.10% -- --

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's investment objective is to achieve a yield advantage by using fundamental value analysis to evaluate investments. The fund will invest mainly in fixed-income securities that are investment grade and below investment grade.
General
Security Type Mutual Fund
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Global Peer Group Bond Global Corporates LC
Peer Group Global Corporate Fixed Income
Global Macro Bond LC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name CI Global Asset Management
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-5-25) 0.29%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 4
Bond
Yield to Maturity (10-31-25) 5.45%
Effective Duration --
Average Coupon 5.67%
Calculated Average Quality 4.252
Effective Maturity 10.72
Nominal Maturity 15.50
Number of Bond Holdings 0
As of October 31, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 3/31/2025
Last Prospectus Date --
Share Classes
CIG071T8 Institutional
CIG15139 Fee-based Advice
CIG15439 Fee-based Advice
CIG15739 Fee-based Advice
CIG16139 Commission-based Advice
CIG16439 Commission-based Advice
CIG16739 Commission-based Advice
CIG171T5 Commission-based Advice
CIG18139 Fee-based Advice
CIG18439 Fee-based Advice
CIG18739 Fee-based Advice
CIG2308 Commission-based Advice
CIG2508 Commission-based Advice
CIG4508 Fee-based Advice
CIG450T5 Fee-based Advice
CIG4900 Fee-based Advice
CIG5317 Institutional
CIG671T8 Commission-based Advice
CIG90110 Fee-based Advice
CIG90410 Fee-based Advice
CIG90610 Fee-based Advice
CIG90910 Fee-based Advice
CIG950T8 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%
View Top Portfolio Holders
Start Trial

Excel Add-In Codes

Name: =YCI("M:CIG4308.TO", "name")
Broad Asset Class: =YCI("M:CIG4308.TO", "broad_asset_class")
Broad Category: =YCI("M:CIG4308.TO", "broad_category_group")
Prospectus Objective: =YCI("M:CIG4308.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
View Excel Add-In Codes
Start Trial