About CI Global Asset Management
CI Global Asset Management ("CI GAM") is one of Canada’s largest investment management companies. It offers a wide range of investment products and services and is on the web at www.ci.com. CI GAM is a subsidiary of CI Financial Corp. (TSX: CIX), an integrated global asset and wealth management company with approximately $532.7 billion in assets as at November 30, 2024.
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the "best of the best" among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from "A" to "E" receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
List of winning funds
| Fund Name | CIFSC Category (1) | Fund Count (2) | FundGrade Start Date (3) |
| CI Alternative North American Opportunities Fund | Alternative Equity Focused | 58 | 2021-12-31 |
| CI Canadian Core Plus Bond Fund | Canadian Fixed Income | 137 | 2015-12-31 |
| CI Floating Rate Income Fund | Floating Rate Loan | 14 | 2017-12-31 |
| CI Global Climate Leaders Fund | Global Equity | 306 | 2021-12-31 |
| CI Global Core Plus Bond Fund | Canadian Fixed Income | 137 | 2015-12-31 |
| CI Global Energy Corporate Class | Energy Equity | 18 | 2014-12-31 |
| CI Global Longevity Economy Fund | Global Equity | 306 | 2020-12-31 |
| CI Global Unconstrained Bond Fund (formerly CI Global Unconstrained Bond Private Pool) | Multi-Sector Fixed Income | 51 | 2018-12-31 |
| CI High Yield Bond Private Pool (formerly CI Global High Yield Credit Private Pool) | High Yield Fixed Income | 56 | 2018-12-31 |
| CI Munro Global Growth Equity Fund | Global Equity | 306 | 2020-12-31 |
| CI U.S. Equity & Income Fund | Global Equity Balanced | 187 | 2014-12-31 |
| Global Equity Pool | Global Equity | 306 | 2021-12-31 |
| CI Canadian Aggregate Bond Index ETF (TSX: CAGG) (formerly CI Yield Enhanced Canada Aggregate Bond Index ETF) | Canadian Fixed Income | 137 | 2017-12-31 |
| CI Canadian Convertible Bond ETF (TSX: CXF) | Canadian Corporate Fixed Income | 36 | 2014-12-31 |
| CI Canadian REIT ETF (TSX: RIT) | Real Estate Equity | 29 | 2014-12-31 |
| CI Emerging Markets Dividend Index ETF (TSX: EMV.B) (formerly CI WisdomTree Emerging Markets Dividend Index ETF) | Emerging Markets Equity | 74 | 2017-12-31 |
| CI U.S. Quality Dividend Growth Index ETF (TSX: DGR.B) (formerly CI WisdomTree U.S. Quality Dividend Growth Index ETF) | U.S. Dividend & Income Equity | 44 | 2016-12-31 |
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Canadian Investment Funds Standards Committee (CIFSC).
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Number of peers in each category.
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As used by Fundata to calculate relevant time period. The end date for the FundGrade calculation is December 31, 2024 for all funds.
Performance for CI Alternative North American Opportunities Fund Series F for the period ended December 31, 2024 is as follows: 1 year, 31.8%; 3 years, 13.8%; and since inception, 14.0% (2021-07-08).
Performance for CI Canadian Core Plus Bond Fund Series F for the period ended December 31, 2024 is as follows: 1 year, 9.2%; 3 years, -1.5%; 5 years, 0.5%; and since inception, 1.9% (2018-12-12).
Performance for CI Floating Rate Income Fund Series F for the period ended December 31, 2024 is as follows: 1 year, 9.4%; 3 years, 6.2%; 5 years, 5.6; and since inception, 4.9% (2017-06-01).
Performance for CI Global Climate Leaders Fund Series F for the period ended December 31, 2024 is as follows: 1 year, 62.6%; 3 years, 14.5%; and since inception, 15.4% (2021-07-08).
Performance for CI Global Core Plus Bond Fund Series F for the period ended December 31, 2024 is as follows: 1 year, 5.9%; 3 years, -0.3%; 5 years, 1.8%; and since inception, 2.1% (2015-12-21).
Performance for CI Global Energy Corporate Class Series F for the period ended December 31, 2024 is as follows: 1 year, 12.3%; 3 years, 20.5%; 5 years, 16.8%; and 10 years, 5.7%.
Performance for CI Global Longevity Economy Fund Series F for the period ended December 31, 2024 is as follows: 1 year, 25.5%; 3 years, 10.0%; and since inception, 15.5% (2020-06-01).
Performance for CI Global Unconstrained Bond Fund (formerly CI Global Unconstrained Bond Private Pool) Series F for the period ended December 31, 2024 is as follows: 1 year, 7.2%; 3 years, 2.7%; five years, 4.0%; and since inception, 4.1% (2018-10-29).
Performance for CI High Yield Bond Private Pool (formerly CI Global High Yield Credit Private Pool) Series F for the period ended December 31, 2024 is as follows: 1 year, 10.1%; 3 years, 4.20%; 5 years, 4.5%; and since inception, 5.2% (2018-10-29).
Performance for CI Munro Global Growth Equity Fund Series F for the period ended December 31, 2024 is as follows: 1 year, 52.7%; 3 years, 14.5%; and since inception, 16.0% (2020-08-10).
Performance for CI U.S. Equity & Income Fund Series F for the period ended December 31, 2024 is as follows: 1 year, 27.9%; 3 years, 9.6%; 5 years, 10.1%; and 10 years, 10.1%.
Performance for Global Equity Pool Series F for the period ended December 31, 2024 is as follows: 1 year, 53.3%; 3 years, 15.0%; and since inception, 14.2% (2021-03-05).
Performance for CI Canadian Aggregate Bond Index ETF (TSX: CAGG) (formerly CI Yield Enhanced Canada Aggregate Bond Index ETF) for the period ended December 31, 2024 is as follows: 1 year, 4.3%; 3 years, -0.5%; 5 years, 0.8%; and since inception, 1.6% (2017-06-22).
Performance for CI Canadian Convertible Bond ETF (TSX: CXF) for the period ended December 31, 2024 is as follows: 1 year, 12.4%; 3 years, 5.3%; 5 years, 5.6%; and 10 years, 5.9%.
Performance for CI Canadian REIT ETF (TSX: RIT) for the period ended December 31, 2024 is as follows: 1 year, 2.3%; 3 years, -5.2%; 5 years, 1.3%; and 10 years, 6.9%.
Performance for CI Emerging Markets Dividend Index ETF (TSX: EMV.B) (formerly CI WisdomTree Emerging Markets Dividend Index ETF) for the period ended December 31, 2024 is as follows: 1 year, 17.3%; 3 years, 6.1%; 5 years, 6.0%; and since inception, 6.2% (2017-09-19).
Performance for CI U.S. Quality Dividend Growth Index ETF (TSX: DGR.B) (formerly CI WisdomTree U.S. Quality Dividend Growth Index ETF) for the period ended December 31, 2024 is as follows: 1 year, 26.5%; 3 years, 13.6%; 5 years, 15.7%; and since inception, 15.0% (2016-07-12).
This communication is intended for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase mutual funds managed by CI Global Asset Management and is not, and should not be construed as, investment, tax, legal or accounting advice, and should not be relied upon in that regard. Every effort has been made to ensure that the material contained in this document is accurate at the time of publication. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Investors should consult their professional advisors prior to implementing any changes to their investment strategies. These investments may not be suitable to the circumstances of an investor.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and exchange-traded fund (ETF) investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compound total returns net of fees and expenses payable by the fund (except for figures of one year or less, which are simple total returns) including changes in security value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. You will usually pay brokerage fees to your dealer if you purchase or sell units of an ETF on recognized Canadian exchanges. If the units are purchased or sold on these Canadian exchanges, investors may pay more than the current net asset value when buying units of the ETF and may receive less than the current net asset value when selling them. Returns of the Index do not represent the ETF’s returns. An investor cannot invest directly in the Index. Performance of the ETF is expected to be lower than the performance of the Index.
CI Liquid Alternative investment funds have the ability to invest in asset classes or use investment strategies that are not permitted for conventional mutual funds. The specific strategies that differentiate these investment funds from conventional fund structure include increased use of derivatives for hedging and non-hedging purposes; increased ability to sell securities short; and the ability to borrow cash to use for investment purposes. While these strategies will be used in accordance with the investment funds' investment objectives and strategies, during certain market conditions they may accelerate the pace at which your investment decreases in value.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed.
CI Global Asset Management is licensed by WisdomTree, Inc. to use certain WisdomTree indexes (the "WisdomTree Indexes") and WisdomTree marks. "WisdomTree®" is a registered trademark of WisdomTree, Inc. and WisdomTree, Inc. has patent applications pending on the methodology and operation of its indexes. The mutual funds and ETFs referring to such indexes (the "WT Licensee Products") are not sponsored, endorsed, sold, or promoted by WisdomTree, Inc., or its affiliates ("WisdomTree"). WisdomTree makes no representation or warranty, express or implied, and shall have no liability regarding the advisability, legality (including the accuracy or adequacy of descriptions and disclosures relating to the WT Licensee Products) or suitability of investing in or purchasing securities or other financial instruments or products generally, or of the WT Licensee Products in particular (including, without limitation, the failure of the WT Licensee Products to achieve their investment objectives) or regarding use of such indexes or any data included therein.
Munro Partners is a portfolio sub-advisor to certain funds offered and managed by CI Global Asset Management.
The CI Exchange-Traded Funds (ETFs) are managed by CI Global Asset Management, a wholly owned subsidiary of CI Financial Corp. (TSX: CIX). CI Global Asset Management is a registered business name of CI Investments Inc.
©CI Investments Inc. 2025. All rights reserved.
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Contacts
Murray Oxby
Vice-President, Corporate Communications
CI Global Asset Management
416-681-3254
moxby@ci.com
