(As of 5/31/2026)

International Equity Growth Pool Class W

(International Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2016
2013




Inception Return
(4/28/2000)
4.62 %
YTD Return 10.82 %
NAVPS
(7/8/2026)
$25.71
Change ($0.58) / -2.21 %
Growth of $10,000 (As of May 31, 2026)
MER 0.18 %
Assets ($mil) $765.38
Rank (1Yr) 373/796
Std Dev (3Yr) 12.18 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Choice of Front or No Load
Max Front End 4.00 %
Max Back End 5.50 %
Sales Status Open
 
Objective
The investment objective of the International Equity Growth Pool is to provide long-term capital appreciation primarily through investments in a diversified portfolio of equity and equity-related securities of international issuers which are believed to offer above-average growth potential. Equity-related securities include convertible preferred shares, convertible debt obligations and warrants. Any change to
Fund Manager

CI Global Asset Management

Portfolio Manager

CI Global Asset Management

Sub-Advisor

Robert Swanson , CI Global Investments Inc

 
Asset Allocation
(As of May 31, 2026)
Sector Allocation
(As of May 31, 2026)
Geographic Allocation
(As of May 31, 2026)
Top 10 Holdings
NameAssetSectorGeographicPercent
ASML Holding NVInternational EquityTechnologyEuropean Union5.31%
AstraZeneca PLCInternational EquityHealthcareEuropean Union4.18%
Panasonic CorpInternational EquityTechnologyJapan4.11%
Novartis AG Cl NInternational EquityHealthcareOther European3.95%
RWE AGInternational EquityUtilitiesEuropean Union3.41%
Fast Retailing Co LtdInternational EquityConsumer ServicesJapan3.37%
Hitachi LtdInternational EquityIndustrial GoodsJapan3.09%
Shell PLCInternational EquityEnergyEuropean Union3.02%
Caixabank SAInternational EquityFinancial ServicesEuropean Union2.86%
KBC Groep NVInternational EquityFinancial ServicesEuropean Union2.65%

Performance Data (As of May 31, 2026)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.09 -0.55 11.79 10.82 16.43 16.70 10.35 10.68
Benchmark 7.01 3.55 18.05 16.55 33.17 21.27 12.37 10.42
Quartile Ranking 4 3 1 1 2 2 1 1

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 15.80 15.12 15.92 -16.49 28.59 9.73 23.53 -9.32 21.84 -0.25
Benchmark 27.50 11.18 15.74 -10.67 8.97 8.01 16.27 -6.81 18.37 -1.70
Quartile Ranking 3 1 2 4 1 2 1 3 1 2

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