CI Global Equity & Income Fund documents

Fund Profiles

(PDF 149K)
Monthly Profile
2023-08-31

Passive Foreign Investment Company

(PDF 48K)
2022 PFIC Annual Information Statement
2022-03-31
(PDF 48K)
2021 PFIC Annual Information Statement
2021-03-31
(PDF 80K)
2020 IRS Form 8937
2020-03-31
(PDF 47K)
2020 PFIC Annual Information Statement
2020-03-31
(PDF 80K)
2019 IRS Form 8937
2020-03-31
(PDF 47K)
2019 PFIC Annual Information Statement
2019-03-31
(PDF 84K)
2018 IRS Form 8937
2018-03-31
(PDF 44K)
2018 PFIC Annual Information Statement
2018-03-31
(PDF 80K)
2017 IRS Form 8937
2017-03-31
(PDF 50K)
2017 PFIC Annual Information Statement
2017-03-31
(PDF 80K)
2016 IRS Form 8937
2016-03-31
(PDF 49K)
2016 PFIC Annual Information Statement
2016-03-31
(PDF 49K)
2015 PFIC Annual Information Statement
2015-03-31
(PDF 49K)
2014 PFIC Annual Information Statement
2014-03-31

Legal/Regulatory Documents

(PDF 12.26M)
Simplified Prospectus Part B
2023-07-24
(PDF 1.34M)
Simplified Prospectus Part A
2023-07-24
(PDF 3.36M)
Simplified Prospectus Part B
2022-07-22
(PDF 1.09M)
Simplified Prospectus Part A
2022-07-22
(PDF 1.08M)
Simplified Prospectus Part A
2021-07-29
(PDF 1.91M)
Annual Information Form
2021-07-29
(PDF 2.37M)
Simplified Prospectus Part B - CI Funds
2021-07-29
(PDF 191K)
Amendment No. 5 dated May 10, 2021 to the Annual Information Form dated July 29, 2020 as amended by Amendment No. 1 dated August 28, 2020, by Amendment No. 2 dated October 29, 2020, by Amendment No. 3 dated December 16, 2020 and by Amendment No. 4 dated Fe
2021-05-10
(PDF 187K)
Amendment No. 5 dated May 10, 2021 to the Simplified Prospectus dated July 29, 2020 as amended by Amendment No. 1 dated August 28, 2020, by Amendment No. 2 dated October 29, 2020, by Amendment No. 3 dated December 16, 2020 and by Amendment No. 4 dated Febr
2021-05-10
(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
(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 115K)
Fund fact document
2023-07-24

Financial Reports

(PDF 126K)
Annual Management Report of Fund Performance - Financial Reports
2023-03-31
(PDF 4.13M)
Annual Financial Statement
2023-03-31
(PDF 32K)
Summary of Investment Portfolio - Financial Reports
2022-12-31
(PDF 98K)
Semi-Annual Management Report of Fund Performance - Financial Reports
2022-09-30
(PDF 3.50M)
Semi-Annual Financial Statement
2022-09-30

Fund Information

(PDF 141K)
CI Smart Switch DCA Program Fund Options
2023-08-01

Private Class/Series Regulatory Documents

Fund Commentaries

CI Global Equity & Income Fund – Fund Commentary – Q2 2022
2022-06-30
CI Global Equity & Income Fund – Fund Commentary – Q1 2022
2022-03-31
CI Global Equity & Income Fund – Fund Commentary – Q4 2021
2021-12-31
CI Global Equity & Income Fund – Fund Commentary – Q3 2021
2021-09-30
CI Global Equity & Income Fund – Fund Commentary – Q2 2021
2021-06-30