Morningstar 4- and 5-Star Rated Top Performing Funds

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Morningstar Rating data as of 2021-09-30 (Based on risk-adjusted performance)

								Number of funds in category
Name	Investment Type	Class/Series	Overall Morningstar Rating^TM	3 Y	5 Y	10 Y	Morningstar Category	Overall Number of funds in category	3 Y	5 Y	10 Y
CI Balanced Yield Private Pool Class	Balanced	CAD F		4	4		Canadian Neutral Balanced	473	473	433	201
CI Canadian Asset Allocation Corporate Class	Balanced	CAD F		3	3	4	Tactical Balanced	328	328	300	71
CI Canadian Balanced Fund	Balanced	CAD F		4	5	5	Canadian Neutral Balanced	473	473	433	201
CI Canadian Income & Growth Corporate Class	Balanced	CAD F		3	4	4	Global Neutral Balanced	1393	1393	1085	427
CI Canadian Income & Growth Fund	Balanced	CAD F		3	4	4	Global Neutral Balanced	1393	1393	1085	427
CI Diversified Yield Fund	Balanced	CAD F		3	3	4	Tactical Balanced	328	328	300	71
CI Global Balanced Yield Private Pool Class	Balanced	CAD F		4	4		Global Neutral Balanced	1393	1393	1085	427
CI Global Equity & Income Fund	Balanced	CAD F		3	3	4	Tactical Balanced	328	328	300	71
CI Global Income & Growth Corporate Class	Balanced	CAD A		4	4	4	Global Neutral Balanced	1393	1393	1085	427
CI Global Income & Growth Corporate Class	Balanced	CAD F		5	5	5	Global Neutral Balanced	1393	1393	1085	427
CI Global Income & Growth Fund	Balanced	CAD A		4	5	5	Global Neutral Balanced	1393	1393	1085	427
CI Global Income & Growth Fund	Balanced	CAD F		5	5	5	Global Neutral Balanced	1393	1393	1085	427
CI U.S. Equity & Income Fund	Balanced	CAD A		3	4		Global Equity Balanced	1026	1026	873	360
CI U.S. Equity & Income Fund	Balanced	CAD F		4	5		Global Equity Balanced	1026	1026	873	360
CI Conservative Income Personal Portfolio	CI Personal Pension Portfolios	CAD F		4	4		Global Fixed Income Balanced	652	652	492	157
CI Defensive Income Personal Portfolio	CI Personal Pension Portfolios	CAD F		4			Global Fixed Income Balanced	652	652	492	157
CI Black Creek Global Leaders Corporate Class	Equity	CAD A		4	3	4	Global Equity	1796	1796	1318	582
CI Black Creek Global Leaders Corporate Class	Equity	CAD F		4	4	4	Global Equity	1796	1796	1318	582
CI Black Creek Global Leaders Fund	Equity	CAD A		4	3	4	Global Equity	1796	1796	1318	582
CI Black Creek Global Leaders Fund	Equity	CAD F		4	4	4	Global Equity	1796	1796	1318	582
CI Canadian All Cap Equity Income Fund	Equity	CAD F		4	3	4	Canadian Focused Equity	562	562	475	239
CI Canadian Dividend Corporate Class	Equity	CAD F		4	4		Canadian Dividend & Income Equity	449	449	392	178
CI Canadian Dividend Fund	Equity	CAD A		3	3	4	Canadian Dividend & Income Equity	449	449	392	178
CI Canadian Dividend Fund	Equity	CAD F		4	5	5	Canadian Dividend & Income Equity	449	449	392	178
CI Canadian Equity Corporate Class	Equity	CAD F		3	3	5	Canadian Focused Equity	562	562	475	239
CI Canadian Equity Income Private Pool Class	Equity	CAD A		4	4		Canadian Equity	601	601	517	230
CI Canadian Equity Income Private Pool Class	Equity	CAD F		5	5		Canadian Equity	601	601	517	230
CI Emerging Markets Corporate Class	Equity	CAD A		4	4	3	Emerging Markets Equity	252	252	189	86
CI Emerging Markets Corporate Class	Equity	CAD F		4	5	5	Emerging Markets Equity	252	252	189	86
CI Emerging Markets Fund	Equity	CAD A		4	4	4	Emerging Markets Equity	252	252	189	86
CI Emerging Markets Fund	Equity	CAD F		4	5	5	Emerging Markets Equity	252	252	189	86
CI Global Energy Corporate Class	Equity	CAD A		4	3	4	Energy Equity	43	43	38	28
CI Global Energy Corporate Class	Equity	CAD F		4	3	4	Energy Equity	43	43	38	28
CI Global Equity Corporate Class	Equity	CAD F		3	3	4	Global Equity	1796	1796	1318	582
CI Global Infrastructure Fund	Equity	CAD A		4	4	3	Global Infrastructure Equity	78	78	67	24
CI Global Infrastructure Fund	Equity	CAD F		5	5	4	Global Infrastructure Equity	78	78	67	24
CI Global REIT Class	Equity	CAD A		4	4		Real Estate Equity	117	117	99	54
CI Global REIT Class	Equity	CAD F		5	4		Real Estate Equity	117	117	99	54
CI Global REIT Fund	Equity	CAD F		5	4	3	Real Estate Equity	117	117	99	54
CI Global Smaller Companies Corporate Class	Equity	CAD F		3	4		Global Small/Mid Cap Equity	237	237	202	55
CI International Equity Income Private Pool Class	Equity	CAD A		4	4		International Equity	592	592	460	229
CI International Equity Income Private Pool Class	Equity	CAD F		4	4		International Equity	592	592	460	229
CI North American Dividend Fund	Equity	CAD F		4	3	4	North American Equity	101	101	82	26
CI Preferred Share Fund	Equity	CAD F		4	4		Preferred Share Fixed Income	61	61	42	10
CI Pure Canadian Small/Mid Cap Equity Fund	Equity	CAD A		3	3	5	Canadian Small/Mid Cap Equity	183	183	172	106
CI Pure Canadian Small/Mid Cap Equity Fund	Equity	CAD F		3	3	5	Canadian Small/Mid Cap Equity	183	183	172	106
CI Select Canadian Equity Corporate Class	Equity	CAD F		3	4	4	Canadian Focused Equity	562	562	475	239
CI Select Canadian Equity Fund	Equity	CAD F		3	4	4	Canadian Focused Equity	562	562	475	239
CI Select Global Equity Corporate Class	Equity	CAD F		3	4	4	Global Equity	1796	1796	1318	582
CI Select Global Equity Fund	Equity	CAD F		3	4	4	Global Equity	1796	1796	1318	582
CI Synergy Canadian Corporate Class	Equity	CAD F		4	4	3	Canadian Focused Equity	562	562	475	239
CI Synergy Global Corporate Class	Equity	CAD F		4	4	4	Global Equity	1796	1796	1318	582
CI Canadian Bond Fund	Fixed Income	CAD F		4	3	4	Canadian Fixed Income	457	457	392	202
CI Corporate Bond Class	Fixed Income	CAD F		4	4		High Yield Fixed Income	389	389	335	101
CI Corporate Bond Corporate Class	Fixed Income	CAD F		4	4	4	High Yield Fixed Income	389	389	335	101
CI Corporate Bond Fund	Fixed Income	CAD F		4	4	4	High Yield Fixed Income	389	389	335	101
CI Floating Rate Income Fund	Fixed Income	CAD A		5			Floating Rate Loans	98	98	77	2
CI Floating Rate Income Fund	Fixed Income	CAD F		5			Floating Rate Loans	98	98	77	2
CI Global Core Plus Bond Fund	Fixed Income	CAD F		5	4		Global Fixed Income	433	433	287	68
CI Global Investment Grade Private Pool Class	Fixed Income	CAD A		5	5		Global Fixed Income	433	433	287	68
CI Global Investment Grade Private Pool Class	Fixed Income	CAD F		5	5		Global Fixed Income	433	433	287	68
CI High Yield Bond Class	Fixed Income	CAD F		4	4	4	High Yield Fixed Income	389	389	335	101
CI High Yield Bond Corporate Class	Fixed Income	CAD F		3	4		High Yield Fixed Income	389	389	335	101
CI High Yield Bond Fund	Fixed Income	CAD A		3	4		High Yield Fixed Income	389	389	335	101
CI High Yield Bond Fund	Fixed Income	CAD F		4	5		High Yield Fixed Income	389	389	335	101
CI U.S. Income US$ Fund	Fixed Income	USD F		5	3		Global Fixed Income Balanced	652	652	492	157
CI Portfolio Series Conservative Balanced Fund	Portfolio Series	CAD F		3	3	4	Global Neutral Balanced	1393	1393	1085	427
CI Portfolio Series Growth Fund	Portfolio Series	CAD F		3	3	4	Global Equity Balanced	1026	1026	873	360
CI Portfolio Series Income Fund	Portfolio Series	CAD F		3	3	4	Global Fixed Income Balanced	652	652	492	157

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns net of fees and expenses payable by the fund (except for figures of one year or less, which are simple total returns) including changes in security value and reinvestment of all dividends/distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

© 2019 Morningstar Research Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Morningstar Ratings reflect performance as of 2021-09-30 and are subject to change monthly. The ratings are calculated from a fund’s 3, 5, and 10-year returns measured against 91-day Treasury bill and peer group returns. The top 10% of the funds in a category get five stars. The Overall Rating is a weighted combination of the 3, 5 and 10-year ratings. For greater detail see www.morningstar.ca.

Morningstar rates mutual funds from one to five stars based on how well they’ve performed (after adjusting for risk) in comparison to similar funds. Within each CIFSC category, the top 10% of funds receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% receive one star. Funds are rated for up to three time periods— three-, five-, and 10 years—and these ratings are combined to produce an overall rating. Funds with less than three years of history are not rated. Ratings are objective, based entirely on a mathematical evaluation of past performance. They’re a useful tool for identifying funds worthy of further research, but shouldn’t be considered buy or sell recommendations.

Please read important disclaimers and disclosure on each fund page found in the ci.com website.

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