Total net assets ($CAD):
$221.95 million

Asset allocation

Geographic allocation

Sector allocation

The top 15 holdings make up 93.56% of the Fund.
Underlying fund allocations Sector allocation (%)
CI Canadian Bond Fund Series I Fixed Income 21.08%
CI Income Fund Series I Mutual Fund 19.44%
CI Select Canadian Equity Managed Fund Class I Mutual Fund 10.36%
CI Select International Equity Managed Fund Cl I Mutual Fund 9.33%
CI Canadian Aggregate Bond Index ETF (CAGG) Fixed Income 5.88%
CI DoubleLine Total Return Bond US$ Fund IC$ Mutual Fund 5.22%
CI Select U.S. Equity Managed Fund Class I Mutual Fund 5.04%
CI Global Short-Term Bond Fund Series I Fixed Income 3.50%
CI Global Artificial Intelligence Fund Series I Mutual Fund 3.04%
Ci Private Market Growth Fund (Series I Mutual Fund 2.78%
CI Munro Global Growth Equity Fund Series I Mutual Fund 2.44%
CI Japan Equ Idx ETF Non-Hgd (JAPN.B) Exchange Traded Fund 1.64%
iShares Core Canadian Universe Bond Idx ETF (XBB) Fixed Income 1.52%
iShares 20 Plus Year Treasury Bond ETF (TLT) Fixed Income 1.15%
SPDR Bloomberg Emerging Markets Lcl Bnd ETF (EBND) Fixed Income 1.14%
Top holdings Sector allocation (%)
Ci Private Market Growth Fund (Series I Other 2.78%
CI MStar Canada Value Index ETF (FXM) Exchange Traded Fund 1.83%
CASH Cash and Cash Equivalent 1.41%
NVIDIA Corp Computer Electronics 1.38%
CI Canadian Equity Index ETF C$ (CCDN) Exchange Traded Fund 1.08%
Ci Private Markets Income Fund (Series I) Other 0.93%
Canada Housing Trust No 1 2.90% 15-Dec-2029 Fixed Income 0.70%
Microsoft Corp Information Technology 0.65%
Amazon.com Inc Retail 0.65%
Canada Government 3.50% 01-Sep-2029 Fixed Income 0.53%
Canada Government 3.25% 01-Sep-2028 Fixed Income 0.46%
Canada Government 1.50% 01-Dec-2031 Fixed Income 0.46%
Broadcom Inc Computer Electronics 0.45%
Alphabet Inc Cl C Information Technology 0.44%