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 2023-05-31
$44.1 million
NAVPS
As at 2023-06-08
$9.5933
MER (%)
As at 2022-09-30
1.03
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 2023-05-31

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*
4.95% 2.31% 3.93% -1.08% 6.29% - - - -3.29%
*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 2023-04-30
Asset allocation (%)
  • US Equity 54.12
  • International Equity 37.29
  • Cash and Equivalents 4.89
  • Canadian Equity 3.69
  • Other 0.01
Sector allocation (%)
  • Technology 31.29
  • Industrial Services 20.40
  • Utilities 15.54
  • Real Estate 12.92
  • Cash and Cash Equivalent 4.89
  • Basic Materials 4.86
  • Energy 3.73
  • Consumer Goods 3.24
  • Industrial Goods 3.12
  • Other 0.01
Geographic allocation(%)
  • United States 54.96
  • Germany 12.58
  • Ireland 11.50
  • Canada 7.28
  • Denmark 6.25
  • Korea, Republic Of 3.93
  • Netherlands 3.12
  • Europe 0.30
  • Switzerland 0.13
  • Other -0.05
Top holdings
Sector (%)
1. Waste Management Inc Professional Services 9.74%
2. NextEra Energy Inc Electric Utilities 8.65%
3. Constellation Energy Corp Diversified Technology 7.07%
4. RWE AG Diversified Utilities 6.89%
5. Kingspan Group PLC Construction 6.64%
6. Quanta Services Inc Construction 6.28%
7. Vestas Wind Systems A/S Diversified Technology 6.16%
8. Infineon Technologies AG Cl N Computer Electronics 5.69%
9. Clean Harbors Inc Professional Services 5.22%
10. Linde PLC Chemicals and Gases 4.86%
11. ON Semiconductor Corp Computer Electronics 4.09%
12. Samsung SDI Co Ltd Computer Electronics 3.93%
13. NVIDIA Corp Computer Electronics 3.83%
14. Waste Connections Inc Professional Services 3.69%
15. Tesla Inc Automotive 3.24%
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