(As of 10/31/2025)

CI Select 20i80e Managed Portfolio Corp Cl A

(Global Equity Balanced)
FundGrade A+® Rating recipient
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Inception Return
(11/22/2006)
5.27 %
YTD Return 14.03 %
NAVPS
(11/14/2025)
$17.10
Change ($0.04) / -0.24 %
Growth of $10,000 (As of October 31, 2025)
MER 2.44 %
Assets ($mil) $171.69
Rank (1Yr) 468/1264
Std Dev (3Yr) 13.02 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load Choice of Front or No Load
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
The investment objective of this Managed Portfolio is to provide returns from a diversified portfolio of equity securities, with a small amount of exposure to income securities to reduce short-term volatility. It aims to invest 20% of its assets in mutual funds that invest primarily in income securities and 80% of its assets in mutual funds that invest primarily in 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 October 31, 2025)
Sector Allocation
(As of October 31, 2025)
Geographic Allocation
(As of October 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
CI Select Canadian Equity Managed Fund Class ICanadian EquityMutual FundCanada22.88%
CI Select International Equity Managed Fund Cl IInternational EquityMutual FundMulti-National19.58%
CI Select U.S. Equity Managed Fund Class IUS EquityMutual FundUnited States11.28%
CI Global Artificial Intelligence Fund Series IOtherMutual FundCanada6.58%
CI Canadian Bond Fund Series IDomestic BondsFixed IncomeCanada6.57%
CI Income Fund Series IOtherMutual FundMulti-National6.01%
CI Munro Global Growth Equity Fund Series IInternational EquityMutual FundMulti-National5.29%
Ci Private Market Growth Fund (Series IOtherMutual FundMulti-National3.42%
CI Japan Equ Idx ETF Non-Hgd (JAPN.B)International EquityExchange Traded FundJapan3.13%
iShares China Large-Cap ETF (FXI)International EquityExchange Traded FundAsia/Pacific Rim2.76%

Performance Data (As of October 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.72 7.62 16.42 14.03 16.60 15.03 10.83 6.54
Benchmark 2.18 8.14 18.02 14.66 18.95 18.36 11.37 9.53
Quartile Ranking 2 1 2 2 2 2 2 3

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 16.18 11.05 -10.20 14.51 2.24 16.19 -7.56 7.96 6.01 2.71
Benchmark 21.57 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66 17.03
Quartile Ranking 3 3 2 2 4 2 4 4 2 4

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