CI Canadian Asset Allocation Fund documents

Fund Profiles

(PDF 320K)
Monthly profile
2025-05-31

Passive Foreign Investment Company

(PDF 74K)
2024 IRS Form 8937
2024-03-31
(PDF 43K)
2024 PFIC Annual Information Statement
2024-03-31
(PDF 47K)
2023 PFIC Annual Information Statement
2023-03-31
(PDF 47K)
2022 PFIC Annual Information Statement
2022-03-31
(PDF 47K)
2021 PFIC Annual Information Statement
2021-03-31
(PDF 47K)
2020 PFIC Annual Information Statement
2020-03-31
(PDF 47K)
2019 PFIC Annual Information Statement
2019-03-31
(PDF 44K)
2018 PFIC Annual Information Statement
2018-03-31

Legal/Regulatory Documents

(PDF 4.15M)
Simplified Prospectus Part B
2024-07-24
(PDF 1.07M)
Simplified Prospectus Part A
2024-07-24
(PDF 1.91M)
Annual Information Form
2021-07-29
(PDF 2.08M)
Annual Information Form
2020-07-29
(PDF 2.45M)
Simplified Prospectus Part B - CI Funds
2020-07-29
(PDF 1.09M)
Simplified Prospectus Part A
2020-07-29

Fund/ETF Facts (POS)

(PDF 116K)
Fund fact document
2024-07-24

Financial Reports

(PDF 13.53M)
Annual Financial Statement
2025-03-31
(PDF 108K)
Annual Management Report of Fund Performance - Financial Reports
2025-03-31
(PDF 98K)
Semi-Annual Management Report of Fund Performance - Financial Reports
2024-09-30
(PDF 12.68M)
Semi-Annual Financial Statements
2024-09-30

Private Class/Series Regulatory Documents