(As of 3/31/2024)

CI Global Leaders Corporate Class A

(Global Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here






Inception Return
(7/27/2011)
11.68 %
YTD Return 7.73 %
NAVPS
(4/22/2024)
$26.34
Change $0.15 / 0.58 %
Growth of $10,000 (As of March 31, 2024)
MER 2.47 %
Assets ($mil) $1,372.80
Rank (1Yr) 1882/1934
Std Dev (3Yr) 14.81 %
Volatility Ranking (3Yr) 7/10
RRSP Eligibility Yes
Load Choice of Front or Back
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
This fund’s objective is to generate long-term growth of capital by investing, directly or indirectly, in equity or equityrelated securities of companies located anywhere in the world. Indirect investments may include convertible securities, derivatives, 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 Investments Inc

Portfolio Manager

CI Investments Inc

Sub-Advisor

Matias Galarce, Black Creek Investment Management Inc

Bill Kanko, Black Creek Investment Management Inc

Heather Peirce, Black Creek Investment Management Inc

 
Asset Allocation
(As of March 31, 2024)
Sector Allocation
(As of March 31, 2024)
Geographic Allocation
(As of March 31, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
CI Global Leaders Fund IInternational EquityMutual FundMulti-National99.91%
Canadian DollarCash and EquivalentsCash and Cash EquivalentCanada0.08%
Us DollarCash and EquivalentsCash and Cash EquivalentUnited States0.01%

Performance Data (As of March 31, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.90 7.73 16.14 7.73 7.91 5.55 8.96 8.92
Benchmark 2.94 10.27 20.07 10.27 23.05 9.29 11.08 10.93
Quartile Ranking 2 4 3 4 4 3 3 2

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 10.44 -7.80 13.56 13.83 17.09 -6.73 19.28 7.33 20.51 3.30
Benchmark 19.37 -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97
Quartile Ranking 4 1 4 2 3 3 1 1 1 4

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