(As of 12/31/2025)

CI Mosaic Income ETF Portfolio Class Series A

(Global Fixed Income Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here






Inception Return
(6/26/2017)
2.43 %
YTD Return 7.99 %
NAVPS
(1/23/2026)
$9.25
Change ($0.01) / -0.07 %
Growth of $10,000 (As of December 31, 2025)
MER 1.33 %
Assets ($mil) $8.88
Rank (1Yr) 334/978
Std Dev (3Yr) 6.46 %
Volatility Ranking (3Yr) 2/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
The Fund’s investment objective is to provide current income and capital preservation with the potential for capital appreciation by investing prudently in an actively managed, diversified portfolio consisting primarily of global fixed-income and equity securities.
Fund Manager

CI Global Asset Management

Portfolio Manager

Alfred Lam, CI Global Asset Management

Stephen Lingard, CI Global Asset Management

Sub-Advisor
-
 
Asset Allocation
(As of December 31, 2025)
Sector Allocation
(As of December 31, 2025)
Geographic Allocation
(As of December 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
CI Global Investment Grade ETF C$ Ser (CGIN)Foreign BondsExchange Traded FundMulti-National29.79%
CI Enhanced Government Bond ETF (FGO)Foreign BondsFixed IncomeMulti-National15.55%
iShares Core Gl Aggregate Bd UCITS ETF USD DisOtherExchange Traded FundMulti-National7.87%
SPDR Bloomberg Emerging Markets Lcl Bnd ETF (EBND)Foreign BondsFixed IncomeMulti-National3.80%
iShares TIPS Bond ETF (TIP)Foreign BondsFixed IncomeUnited States3.65%
CI Emerging Markets Alpha ETF C$ Series (CIEM)International EquityExchange Traded FundMulti-National2.88%
Simplify MBS ETF (MTBA)Foreign BondsFixed IncomeUnited States2.84%
CI Munro Global Growth Equity Fund ETF (CMGG)International EquityExchange Traded FundMulti-National2.81%
CI U.S. 1000 Index ETF - Unh (CUSM.B)US EquityExchange Traded FundUnited States2.61%
CI Auspice Broad Commodity Fund Hedged (CCOM)OtherExchange Traded FundCanada2.55%

Performance Data (As of December 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.36 1.01 4.50 7.99 7.99 6.54 1.52 -   
Benchmark -1.50 -0.74 3.72 6.36 6.36 8.19 2.29 3.63
Quartile Ranking 1 1 2 2 2 4 4 -

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 7.99 4.95 6.68 -12.38 1.80 6.33 8.80 -0.31 -      -     
Benchmark 6.36 11.56 6.74 -11.13 -0.49 9.09 6.30 5.53 3.81 0.39
Quartile Ranking 2 4 4 4 4 3 3 1 - -

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