Fund Profiles
  • (PDF 147K)
    Monthly Profile
    2023-08-31
Passive Foreign Investment Company
  • (PDF 46K)
    2022 PFIC Annual Information Statement
    2022-03-31
  • (PDF 80K)
    2022 IRS Form 8937
    2022-03-31
  • (PDF 41K)
    PFIC Annual Information Statement
    2021-11-01
  • (PDF 683K)
    PFIC Annual Information Statement
    2021-02-28
Legal/Regulatory Documents
  • (PDF 1.23M)
    Simplified Prospectus Part B
    2023-06-30
  • (PDF 1.03M)
    Simplified Prospectus Part A
    2023-06-30
  • (PDF 1.10M)
    Simplified Prospectus Part B
    2022-06-30
  • (PDF 799K)
    Simplified Prospectus Part A
    2022-06-30
  • (PDF 1.10M)
    Part B Simplified Prospectus dated June 30, 2022
    2022-06-30
  • (PDF 799K)
    Part A Simplified Prospectus dated June 30, 2022
    2022-06-30
  • (PDF 677K)
    Annual Information Form dated April 21, 2021
    2021-04-21
  • (PDF 294K)
    Simplified Prospectus Part B
    2020-05-27
  • (PDF 611K)
    Simplified Prospectus Part A
    2020-05-27
  • (PDF 495K)
    Annual Information Form
    2020-05-27
  • (PDF 186K)
    Independent Review Committee Report to Securityholders
    2020-05-21
  • (PDF 186K)
    Independent Review Committee Report to Securityholders
    2020-03-31
  • (PDF 166K)
    Independent Review Committee Report to Securityholders
    2019-12-31
Fund/ETF Facts (POS)
  • (PDF 118K)
    ETF fact document
    2023-06-30
Financial Reports
  • (PDF 89K)
    Annual Management Report of Fund Performance - Financial Reports
    2023-03-31
  • (PDF 3.17M)
    Annual Financial Statement - CI Private Pools
    2023-03-31
  • (PDF 32K)
    Summary of Investment Portfolio - Financial Reports
    2022-12-31
  • (PDF 36K)
    Summary of Investment Portfolio - Financial Reports
    2022-12-31
  • (PDF 37K)
    Summary of Investment Portfolio - Financial Reports
    2022-12-31
  • (PDF 2.69M)
    Semi-Annual Financial Statements
    2022-09-30
  • (PDF 77K)
    Semi-Annual Management Report of Fund Performance - Financial Reports
    2022-09-30
  • (PDF 35K)
    Summary of Investment Portfolio - Financial Reports
    2022-06-30
  • (PDF 35K)
    Summary of Investment Portfolio - Financial Reports
    2020-12-31
Fund Information
  • (PDF 141K)
    CI Smart Switch DCA Program Fund Options
    2023-08-01
Fund Positioning Piece
  • (PDF 529K)
    Focus Funds Support
    2023-03-08
Private Class/Series Regulatory Documents
  • (PDF 39K)
    CI Global Asset Allocation Private Pool - Summary of Investment Portfolio
    2022-12-31
  • (PDF 33K)
    CI Global Equity Core Private Pool - Summary of Investment Portfolio
    2021-12-31
  • (PDF 139K)
    CI Global Asset Allocation Private Pool (Series A units) - Fund Fact Document
    2020-05-27
  • (PDF 136K)
    CI Global Asset Allocation Private Pool (Series I units) - Fund Fact Document
    2020-05-27
  • (PDF 136K)
    CI Global Asset Allocation Private Pool (Series F units) - Fund Fact Document
    2020-05-27
Fund Commentaries
  • CI Global Asset Allocation Private Pool – Fund Commentary – Q2 2023
    2023-06-30
  • CI Global Asset Allocation Private Pool – Fund Commentary – Q1 2023
    2023-03-31
  • CI Global Asset Allocation Private Pool – Fund Commentary – Q4 2022
    2022-12-31
  • CI Global Asset Allocation Private Pool – Fund Commentary – Q3 2022
    2022-09-30
  • CI Global Asset Allocation Private Pool – Fund Commentary – Q2 2022
    2022-06-30
  • CI Global Asset Allocation Private Pool – Fund Commentary – Q1 2022
    2022-03-31
  • CI Global Asset Allocation Private Pool – Fund Commentary – Q4 2021
    2021-12-31
  • CI Global Asset Allocation Private Pool – Fund Commentary – Q3 2021
    2021-09-30
  • CI Global Asset Allocation Private Pool – Fund Commentary – Q2 2021
    2021-06-29