CI Morningstar Canada Momentum Index Fund

Series F CAD
 

Fund overview

The Fund has been designed to replicate, to the extent possible, the performance of the Morningstar® Canada Target Momentum IndexTM (the "Index"), net of expenses. The Fund invests in equity securities of the largest and most liquid Canadian public issuers based upon proprietary research generated by Morningstar, and is designed to provide diversified exposure to Canadian issuers which have demonstrated, among other things, positive momentum in earnings and price. The investment strategy of the Fund is to invest in and hold the constituent securities of the Index.

Fund details

description of elementelement value
Inception date September 2026
NAVPS
As at 2026-09-30
$9.9978
MER (%) Information not available
Management fee (%) 0.55
Asset class Canadian Equity
Currency CAD
Minimum investment $500 initial/$25 additional

Risk rating1

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

FUND CODES

F 4249
A ISC 2149
DSC SO* 3549
I 5149
P 90211
*No new purchases directly into switch only funds.

Performance2 As at 2026-09-30

*Fund performance is not available for funds with a history of less than one year.

Management team

First we'll display the Team Company and then the Team members
CI Global Asset Management Fund

CI Morningstar Canada Momentum Index Fund

Series F CAD
 
Over 35,000 financial advisors have chosen CI Global Asset Management as a partner. We believe that Canadians have the best opportunity for investments success by using the services of a professional financial advisor. Learn more at ci.com.