(As of 10/31/2025)

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)
4.35 %
YTD Return 16.84 %
NAVPS
(11/14/2025)
$23.95
Change ($0.32) / -1.33 %
Growth of $10,000 (As of October 31, 2025)
MER 0.18 %
Assets ($mil) $714.49
Rank (1Yr) 444/790
Std Dev (3Yr) 12.91 %
Volatility Ranking (3Yr) 6/10
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 October 31, 2025)
Sector Allocation
(As of October 31, 2025)
Geographic Allocation
(As of October 31, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Rolls-Royce Holdings PLCInternational EquityIndustrial GoodsEuropean Union3.78%
Enel SpAInternational EquityUtilitiesEuropean Union3.74%
Siemens AG Cl NInternational EquityIndustrial GoodsEuropean Union3.52%
UniCredit SpAInternational EquityFinancial ServicesEuropean Union3.48%
AstraZeneca PLCInternational EquityHealthcareEuropean Union3.37%
Mitsubishi Heavy Industries LtdInternational EquityIndustrial GoodsJapan3.31%
Caixabank SAInternational EquityFinancial ServicesEuropean Union3.26%
KBC Groep NVInternational EquityFinancial ServicesEuropean Union3.22%
EssilorLuxottica SAInternational EquityConsumer GoodsEuropean Union3.15%
ASML Holding NVInternational EquityTechnologyEuropean Union3.00%

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 3.55 5.84 11.24 16.84 16.38 18.49 12.90 9.88
Benchmark 2.68 9.86 17.82 25.91 26.15 21.38 12.91 8.28
Quartile Ranking 1 3 3 3 3 2 1 1

Calendar Return (%) 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Fund 15.12 15.92 -16.49 28.59 9.73 23.53 -9.32 21.84 -0.25 21.56
Benchmark 11.18 15.74 -10.67 8.97 8.01 16.27 -6.81 18.37 -1.70 19.41
Quartile Ranking 1 2 4 1 2 1 3 1 2 1

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