CI Global Asset Management Mutual Funds and ETFs Recognized for Investment Excellence
CI GAM receives 14
“Congratulations go to our investment management team, whose talent and expertise earned these prestigious awards,” said Marc-André Lewis, Executive Vice-President and Head of Investment Management for CI GAM.
“The CI GAM team has made significant changes over the last two years to modernize our business and build a fully integrated global institutional-grade investment platform. Combining our former in-house investment boutiques into one team has allowed us to align our investment professionals by specialization, introduce a collaborative team-based approach, and enhance the research, risk management, trading, technology and other resources supporting the group.
“These awards, which span multiple asset classes across our mutual funds and ETF lineups, speak to the success of our new approach,”
The 2022
Mutual fund awards
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CI American Small Companies Fund received the award for three-year returns in theU.S. small/mid-cap equity category. -
CI Canadian Dividend Fund was the winner in the Canadian dividend and income equity category for 10-year returns. -
CI Floating Rate Income Fund received two awards in the floating rate loan category for three and five-year returns. -
CI Global Core Plus Bond Fund was the winner of two awards for three and five-year returns in the Canadian fixed-income category. -
CI Global Infrastructure Fund received the award for five-year returns in the global infrastructure equity category. -
CI Global Investment
Grade Class was the winner of two awards in the global fixed-income category for three and five-year returns.
ETF awards
- CI Canadian Convertible Bond ETF (TSX: CXF) was the winner over three years in the Canadian corporate fixed-income category.
- CI Morningstar Canada Value Index ETF (TSX: FXM) was the winner in the Canadian equity category for three-year returns.
- CI Preferred Share ETF (TSX: FPR) topped the preferred share fixed-income category for five-year returns.
- CI WisdomTree International Quality Dividend Growth Index ETF (Hedged Units) (TSX: IQD) won two awards, for three and five-year returns, in the international equity category.
About Refinitiv Lipper Fund Awards
For more than 30 years and in over 17 countries worldwide, the highly respected Refinitiv Lipper Awards have honoured funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers and focused the investment world on top funds. The merit of the winners is based on entirely objective, quantitative criteria. This, coupled with the unmatched depth of fund data, results in a unique level of prestige and ensures the award has lasting value. Renowned fund data and proprietary methodology is the foundation of this prestigious award qualification, recognizing excellence in fund management. Find out more at www.lipperfundawards.com.
About CI Global Asset Management
CI Global Asset Management is one of Canada’s largest investment management companies. It offers a wide range of investment products and services and is on the Web at www.ci.com. CI Global Asset Management is a subsidiary of
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and exchange-traded fund (ETF) investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compound total returns net of fees and expenses payable by the fund (except for figures of one year or less, which are simple total returns) including changes in security value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. You will usually pay brokerage fees to your dealer if you purchase or sell units of an ETF on recognized Canadian exchanges. If the units are purchased or sold on these Canadian exchanges, investors may pay more than the current net asset value when buying units of the ETF and may receive less than the current net asset value when selling them.
This communication is intended for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase mutual funds managed by CI Global Asset Management and is not, and should not be construed as, investment, tax, legal or accounting advice, and should not be relied upon in that regard. Every effort has been made to ensure that the material contained in this document is accurate at the time of publication. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Investors should consult their professional advisors prior to implementing any changes to their investment strategies. These investments may not be suitable to the circumstances of an investor.
About the Lipper Methodology
CI Global Investment
CI Canadian Convertible Bond ETF (TSX: CXF) was awarded the 2022
CI Morningstar Canada Value Index ETF (TSX: FXM) was awarded the 2022
CI Preferred Share ETF (TSX: FPR) was awarded the 2022
CI WisdomTree International Quality Dividend Growth Index ETF (Hedged Units) (TSX: IQD) was awarded the 2022
Morningstar® is a registered trademark of Morningstar, Inc. (“Morningstar”) Morningstar® Canada Target Dividend IndexTM (the “Index”) is a service mark of Morningstar and has been licensed for use for certain purposes by CI Global Asset Management (“CI GAM”). The securities of each CI Morningstar ETFs (the “ETFs”) are not in any way sponsored, endorsed, sold or promoted by Morningstar or any of its affiliates (collectively, ‘‘Morningstar’’), and Morningstar makes no representation or warranty, express or implied regarding the advisability of investing in securities generally or in the ETFs particularly or the ability of the Index to track general market performance.
CI Global Asset Management is licensed by WisdomTree Investments, Inc. to use certain WisdomTree indexes (the “WisdomTree Indexes”) and WisdomTree marks.
“WisdomTree®” and “Variably Hedged®” are registered trademarks of WisdomTree Investments, Inc. and WisdomTree Investments, Inc. has patent applications pending on the methodology and operation of its indexes. The ETFs referring to such indexes (the “WT Licensee Products”) are not sponsored, endorsed, sold, or promoted by WisdomTree Investments, Inc., or its affiliates ("WisdomTree"). WisdomTree makes no representation or warranty, express or implied, and shall have no liability regarding the advisability, legality (including the accuracy or adequacy of descriptions and disclosures relating to the WT Licensee Products) or suitability of investing in or purchasing securities or other financial instruments or products generally, or of the WT Licensee Products in particular (including, without limitation, the failure of the WT Licensee Products to achieve their investment objectives) or regarding use of such indexes or any data included therein.
CI Global Asset Management is a registered business name of
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Vice-President, Corporate Communications
416-681-3254
moxby@ci.com
Source: CI Global Asset Management
