CI Global Asset Allocation Private Pool documents

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

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