(As of 1/31/2025)

CI Canadian Equity Growth Corporate Class A

(Canadian Focused Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2015
2014
2013
2012



Inception Return
(12/31/2007)
8.64 %
YTD Return 3.39 %
NAVPS
(2/14/2025)
$23.57
Change ($0.16) / -0.66 %
Growth of $10,000 (As of January 31, 2025)
MER 2.43 %
Assets ($mil) $1,391.47
Rank (1Yr) 214/570
Std Dev (3Yr) 15.76 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Choice of Front or No Load
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
This fund's objective is to achieve long-term capital growth by investing, directly or indirectly, primarily in equity securities of Canadian companies. Indirect investments may include convertible securities, derivatives, equity-related securities and securities of other mutual funds. Any change to the fundamental investment objective must be approved by a majority of the votes cast by shareholders at a meeting called to consider the change.
Fund Manager

CI Global Asset Management

Portfolio Manager

Bryan Brown , CI Global Asset Management

Sub-Advisor
Data not available
 
Asset Allocation
(As of January 31, 2025)
Sector Allocation
(As of January 31, 2025)
Geographic Allocation
(As of January 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Brookfield Corp Cl ACanadian EquityFinancial ServicesCanada4.26%
Alphabet Inc Cl AUS EquityTechnologyUnited States4.10%
Amazon.com IncUS EquityConsumer ServicesUnited States4.07%
Meta Platforms Inc Cl AUS EquityTechnologyUnited States3.19%
Microsoft CorpUS EquityTechnologyUnited States2.98%
Royal Bank of CanadaCanadian EquityFinancial ServicesCanada2.92%
WSP Global IncCanadian EquityReal EstateCanada2.90%
Canadian Imperial Bank of CommerceCanadian EquityFinancial ServicesCanada2.90%
Bank of MontrealCanadian EquityFinancial ServicesCanada2.84%
Accenture PLC Cl AInternational EquityTechnologyEuropean Union2.82%

Performance Data (As of January 31, 2025)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.39 7.12 11.31 3.39 24.79 12.79 11.78 8.77
Benchmark 3.61 7.14 11.91 3.61 26.14 10.33 11.28 9.02
Quartile Ranking 3 2 2 3 2 1 2 3

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 23.88 25.75 -13.85 24.89 0.01 18.50 -7.07 3.98 16.01 0.62
Benchmark 22.75 13.60 -8.87 21.76 7.58 21.45 -7.14 10.80 14.44 -0.77
Quartile Ranking 2 1 3 2 4 3 2 4 2 2

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