CI Global Climate Leaders Fund

Series F CAD
 

Fund overview

The fund’s investment objective is to provide long-term capital growth, by investing primarily in a concentrated longonly portfolio of companies focused on decarbonization and climate change located anywhere in the world.

Fund details

description of elementelement value
Inception date July 2021
Total net assets ($CAD)
As at 2023-11-30
$43.3 million
NAVPS
As at 2023-12-08
$9.7756
MER (%)
As at 2023-03-31
1.04
Management fee (%) 0.70
Asset class Global Equity
Currency CAD
Minimum investment $500 initial/$25 additional

Risk rating1

  • Low
  • Low to medium
  • Medium
  • Medium to high
  • High

FUND CODES

F 4283
A ISC 2283
DSC SO* 3383
LL SO 3283
I 5283
P 90283
*No new purchases directly into switch only funds.

Performance2 As at 2023-11-30

Growth of $10,000 (Since inception date)

growth of 10k graph

Calendar year performance

annual performance graph

average annual compound returns

YTD 1 Mo 3 Mo 6 Mo 1 Y 3 Y 5 Y 10 Y Inception*
8.14% 7.48% -2.37% 3.04% 1.93% - - - -1.38%
*Since inception date

Management team

First we'll display the Team Company and then the Team members
Munro Partners
Munro Partners is a global absolute return manager focused on identifying growth equities primed to benefit from structural and thematic changes in our world today. Munro Partners is a sub-advisor to CI Investments Inc.
Nick Griffin
James Tsinidis
Kieran Moore
Jeremy Gibson

CI Global Climate Leaders Fund

Series F CAD
 
Portfolio allocations3 As at 2023-10-31
Asset allocation (%)
  • US Equity 63.75
  • International Equity 24.31
  • Cash and Equivalents 6.49
  • Canadian Equity 5.45
Sector allocation (%)
  • Industrial Services 26.45
  • Technology 23.74
  • Real Estate 12.19
  • Industrial Goods 10.98
  • Basic Materials 7.59
  • Other 7.24
  • Cash and Cash Equivalent 6.49
  • Utilities 5.32
Geographic allocation(%)
  • United States 60.94
  • Ireland 15.38
  • Other 7.26
  • Canada 5.88
  • France 4.44
  • Denmark 2.71
  • Korea, Republic Of 1.87
  • Europe 1.42
  • Switzerland 0.08
  • Hong Kong 0.02
  • Norway 0.02
Top holdings
Sector (%)
1. Constellation Energy Corp Diversified Technology 9.11%
2. Waste Management Inc Professional Services 8.77%
3. Linde PLC Chemicals and Gases 7.59%
4. Clean Harbors Inc Professional Services 7.05%
5. NVIDIA Corp Computer Electronics 6.58%
6. Kingspan Group PLC Construction 5.77%
7. NextEra Energy Inc Electric Utilities 5.32%
8. MSCI Inc Professional Services 5.18%
9. Veralto Corp Other 4.87%
10. Quanta Services Inc Construction 4.46%
11. Nextracker Inc Cl A Diversified Technology 4.25%
12. Comfort Systems USA Inc Manufacturing 3.86%
13. Waste Connections Inc Professional Services 3.47%
14. Nkt A/S Manufacturing 2.62%
15. Schneider Electric SE Manufacturing 2.48%
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