CI Global Climate Leaders Fund

TSX TICKER : CLML
 

Fund overview

The fund’s investment objective is to provide long-term capital growth, by investing primarily in a concentrated long-only 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 2025-05-14
$28.7 million
NAVPS
As at 2025-05-14
$34.8654
MER (%)
As at 2024-09-30
0.98
Management fee (%) 0.70
Units outstanding
As at 2025-05-14
825,000
Asset class Global Equity
Currency CAD
CUSIP 17164Y101

Risk rating1

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

Investor suitability

For those who:
  • want a concentrated, growth-oriented global equity fund focusing on decarbonization and climate change
  • are investing for the medium and/or long term
  • can tolerate medium risk.

Performance2 As at 2025-04-30

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*
-4.18% 1.98% -9.28% -2.92% 19.81% 20.68% - - 12.70%
*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 Global Asset Management.
Nick Griffin
James Tsinidis
Kieran Moore
Qiao Ma

CI Global Climate Leaders Fund

TSX TICKER : CLML
 
Portfolio allocations3 As at 2025-04-30
Asset allocation (%)
  • International Equity 45.65
  • US Equity 41.42
  • Cash and Equivalents 8.66
  • Canadian Equity 4.27
Sector allocation (%)
  • Utilities 27.46
  • Industrial Goods 16.42
  • Technology 13.38
  • Real Estate 9.00
  • Cash and Cash Equivalent 8.66
  • Basic Materials 8.28
  • Energy 6.78
  • Industrial Services 6.17
  • Consumer Goods 3.85
Geographic allocation(%)
  • United States 46.57
  • Ireland 21.66
  • France 10.65
  • Germany 9.36
  • Canada 6.88
  • Spain 3.98
  • Europe 0.88
  • Hong Kong 0.01
  • Norway 0.01
Top holdings4
Sector (%)
1. Linde PLC Chemicals and Gases 8.28%
2. NextEra Energy Inc Electric Utilities 7.99%
3. GE Vernova Inc Electric Utilities 6.96%
4. Siemens Energy AG Diversified Energy 6.78%
5. Constellation Energy Corp Diversified Technology 5.40%
6. NVIDIA Corp Computer Electronics 5.40%
7. Veolia Environnement SA Water Utilities 4.98%
8. GFL Environmental Inc Professional Services 4.27%
9. Schneider Electric SE Manufacturing 4.15%
10. Quanta Services Inc Construction 4.12%
11. Johnson Controls International PLC Manufacturing 3.99%
12. Iberdrola SA Electric Utilities 3.98%
13. Copart Inc Automotive 3.85%
14. Talen Energy Corp Electric Utilities 3.55%
15. Kingspan Group PLC Construction 3.36%
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