Total net assets ($CAD):
$226.39 million

Asset allocation

Geographic allocation

Sector allocation

The top 15 holdings make up 97.74% of the Fund.
Underlying fund allocations Sector allocation (%)
CI Canadian Bond Fund Series I Fixed Income 25.43%
CI Income Fund Series I Mutual Fund 23.68%
CI Select Canadian Equity Managed Fund Class I Mutual Fund 7.44%
CI Canadian Aggregate Bond Index ETF (CAGG) Fixed Income 7.10%
CI DoubleLine Total Return Bond US$ Fund IC$ Mutual Fund 6.46%
CI Select International Equity Managed Fund Cl I Mutual Fund 6.36%
CI Global Short-Term Bond Fund Series A Fixed Income 4.11%
CI Select U.S. Equity Managed Fund Class I Mutual Fund 3.69%
CASH Cash and Cash Equivalent 3.13%
Ci Private Market Growth Fund (Series I Mutual Fund 3.07%
CI Munro Alternative Global Growth Fund Series I Mutual Fund 1.73%
CI Global Artificial Intelligence Fund Series A Mutual Fund 1.55%
iShares 20 Plus Year Treasury Bond ETF (TLT) Fixed Income 1.34%
CI Japan Equ Idx ETF Non-Hgd (JAPN.B) Exchange Traded Fund 1.33%
iShares China Large-Cap ETF (FXI) Exchange Traded Fund 1.32%
Top holdings Sector allocation (%)
CASH Cash and Cash Equivalent 5.03%
Ci Private Market Growth Fund (Series I Other 3.07%
CI MStar Canada Value Index ETF (FXM) Exchange Traded Fund 1.22%
Canada Housing Trust No 1 2.90% 15-Dec-2029 Fixed Income 0.82%
Canada Government 3.00% 01-Jun-2034 Fixed Income 0.79%
Canada Government 2.50% 01-Dec-2032 Fixed Income 0.79%
CI Canadian Equity Index ETF C$ (CCDN) Exchange Traded Fund 0.74%
Canada Government 1.50% 01-Dec-2031 Fixed Income 0.65%
Ci Private Markets Income Fund (Series I) Other 0.64%
Canada Housing Trust No 1 3.60% 15-Sep-2035 Fixed Income 0.61%
NVIDIA Corp Computer Electronics 0.61%
Canada Government 2.75% 01-Sep-2027 Fixed Income 0.57%
Canada Government 4.00% 01-Mar-2029 Fixed Income 0.54%
Canada Government 1.25% 01-Jun-2030 Fixed Income 0.52%