Total net assets ($CAD):
$398.12 million

Asset allocation

Geographic allocation

Sector allocation

The top 15 holdings make up 94.38% of the Fund.
Underlying fund allocations Sector allocation (%)
CI Canadian Bond Fund Series I Fixed Income 17.21%
CI Income Fund Series I Mutual Fund 16.64%
CI Select Canadian Equity Managed Fund Class I Mutual Fund 13.85%
CI Select International Equity Managed Fund Cl I Mutual Fund 11.43%
CI Select U.S. Equity Managed Fund Class I Mutual Fund 6.57%
CI DoubleLine Total Return Bond US$ Fund IC$ Mutual Fund 4.87%
CI Canadian Aggregate Bond Index ETF (CAGG) Fixed Income 4.83%
CI Global Artificial Intelligence Fund Series I Mutual Fund 3.87%
Ci Private Market Growth Fund (Series I Mutual Fund 3.36%
CI Munro Global Growth Equity Fund Series I Mutual Fund 3.11%
CI Global Short-Term Bond Fund Series I Fixed Income 2.88%
CI Japan Equ Idx ETF Non-Hgd (JAPN.B) Exchange Traded Fund 1.97%
iShares China Large-Cap ETF (FXI) Exchange Traded Fund 1.47%
iShares MSCI World ETF (URTH) Exchange Traded Fund 1.37%
iShares 20 Plus Year Treasury Bond ETF (TLT) Fixed Income 0.95%
Top holdings Sector allocation (%)
Ci Private Market Growth Fund (Series I Other 3.36%
CI MStar Canada Value Index ETF (FXM) Exchange Traded Fund 2.39%
NVIDIA Corp Computer Electronics 1.61%
CI Canadian Equity Index ETF C$ (CCDN) Exchange Traded Fund 1.42%
CASH Cash and Cash Equivalent 1.08%
Microsoft Corp Information Technology 0.99%
Amazon.com Inc Retail 0.83%
Ci Private Markets Income Fund (Series I) Other 0.65%
Broadcom Inc Computer Electronics 0.62%
Alphabet Inc Cl C Information Technology 0.58%
Canada Housing Trust No 1 2.90% 15-Dec-2029 Fixed Income 0.54%
Royal Bank of Canada Banking 0.53%
Canada Government 3.50% 01-Sep-2029 Fixed Income 0.50%
Meta Platforms Inc Cl A Information Technology 0.48%