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Toronto — (Business Wire— CI Global Asset Management (“CI GAM”) announced that its investment funds have been recognized at 14 Refinitiv Canada Lipper Fund Awards for 2022. The awards recognize mutual funds and exchange-traded funds that have consistently delivered strong risk-adjusted performance relative to their peers.
“Congratulations go to our Investment Management team, whose talent and expertise have earned us these prestigious awards,” said Marc-Andre Louis, Head of Investment Management at CI GAM.
“The CI GAM team has undergone significant changes over the past two years to modernize our operations and build a fully integrated global institutional-grade investment platform. We have consolidated former in-house investment boutiques into one group to align our investment professionals with specialized expertise, promote a collaborative team-based approach, and support the team with research , has enabled us to leverage risk management, business, technology and other resources.
“These awards, which span multiple asset classes across our mutual funds and ETF lineup, speak to the success of our new approach,” said Mr Lewis.
The 2022 Refinitiv Lipper Fund Awards for Canada were announced this morning. The winning CI GAM Investment Fund is listed below.
Mutual fund awards
ETF awards
About Refinitiv Lipper Fund Awards
For more than 30 years and in more than 17 countries worldwide, the highly regarded Refinitiv Lipper Awards recognize funds and fund management firms that have consistently outperformed their peers by delivering consistently strong risk-adjusted performance and have shaped the investment world’s focus on high-income. The significance of the winners is based entirely on objective, quantitative criteria. This, combined with the unmatched depth of fund information, results in a unique level of prestige and ensures that the award has lasting value. Renowned fund information and proprietary methodology is the basis of the criteria for this prestigious award, 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 available at www.ci.com. CI Global Asset Management is part of CI Financial Corp (TSX: CIX, NYSE: CIXX), an integrated global asset and wealth management company with approximately $364.3 billion in total assets as of October 31, 2022.
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund and exchange-traded fund (ETF) investments. Please read the prospectus before investing. The indicated rates of return are historical annual compound total returns net of fees and expenses paid by the fund (except for figures of one year or less, which are simple total returns) including and excluding changes in the value of the security and the reinvestment of all distributions. Any return of securities that takes into account sales, redemption, distribution or option charges or income taxes may be reduced. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. If you buy or sell ETF units on recognized Canadian exchanges, you usually pay brokerage fees to your dealer. If the units are bought or sold on these Canadian exchanges, investors may pay more than the current net asset value when they buy the ETF units and receive less than the net present value when they sell them.
This communication is intended for informational purposes only and does not constitute a solicitation to buy or sell mutual funds managed by CI Global Asset Management and should not be construed as investment, tax, legal or accounting advice. advice, and should not be relied upon in this regard. Every effort has been made to ensure that the material contained in this document is correct at the time of publication. Individuals should seek professional advice as appropriate regarding any particular investment. Investors should consult their professional advisors before implementing any changes in their investment strategy. These investments may not be suitable for an individual investor’s circumstances.
About the Lipper method
The annual Refinitive Leaper Fund Awards recognize funds and mutual funds companies that have consistently delivered strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund’s awards are based on the Lipper Leader for Series A return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper leader for fixed return (effective return) value in each eligible classification won the Refinitiv Lipper Fund Award. See for more information lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the information contained herein, accuracy is not guaranteed by Refinitiv Lipper.
CI US Small Companies Fund (Series P) In 2022 he was awarded the Refinitiv Lipper Fund Prize US small/mid-cap equity category for three years In the year Expiring July 31, 2022, out of a total category of 26 funds. For Series P: -10.1% (1 year), 10.8% (3 years), 7.6% (5 years) and 6.6% (since inception, 2017-05-01) Fund performance ended October 31, 2022. .
CI Canadian Dividend Fund (Series F) In 2022 he was awarded the Refinitiv Lipper Fund Prize Canadian distribution and income equality category For 10 years ending July 31, 2022, out of a total of 50 funds. For Series F: -2.0% (1 year), 9.9% (3 years), 7.5% (5 years) and 10.4% (10 years) Fund performance ended October 31, 2022.
CI Floating Rate Income Fund (Series P) The 2022 Refinitiv Lipper Fund awards have been awarded in floating loans category for 3 years and 5 years ending on July 31, 2022, out of a total of 12 funds (3 years) and 11 funds (5 years). For Series P: -0.6% (1 year), 4.0% (3 years), 4.2% (5 years) and 4.0% (since inception, 2017-06-01) the fund’s performance ended October 31, 2022. .
CI Global Core Plus Bond Fund (Series P) The 2022 Refinitiv Lipper Fund Awards have been awarded in Canadian fixed income category for 3 years and 5 years ending on July 31, 2022, out of a total of 88 funds (3 years) and 79 funds (5 years). For Series P: -12.4% (1 year), -1.3% (3 years), 0.9% (5 years) and 0.7% (since inception, 2017-05-01) Fund performance ended October 31, 2022. ).
CI Global Infrastructure Fund (Series P) In 2022 he was awarded the Refinitiv Lipper Fund Prize International infrastructure equity category For 5 years ending July 31, 2022, out of total 12 funds. In the year The fund’s performance for the period ended 31 October 2022 was 3.0% (1 year), 5.4% (3 years), 7.4% (5 years) and 6.9% (since inception, 2015-03-25).
CI Global Investment Division (Series P) In the year In 2022, the Refinitiv Lipper Fund awards were awarded International fixed income category for 3 and 5 years ending on July 31, 2022, out of a total of 65 funds (3 years) and 46 funds (5 years). In the year The fund’s performance ended October 31, 2022 was -13.3% (1 year), -0.4% (3 years), 1.7% (5 years) and 2.1% (since inception, 2016-07-04).
CI Canadian Convertible Bond ETF (TSX: CXF) Awarded the 2022 Refinitiv Lipper Fund Award in Canadian Corporate Fixed Income ETF. category for three years In the year Expiring on July 31, 2022, out of a total of 15 ETFs. ETF performance for the period ended October 31, 2022: -3.4% (1 year), 3.9% (3 years), 3.9% (5 years) and 4.7% (10 years).
CI Morningstar Canada Value Index ETF (TSX: FXM) The Canadian Equity ETF has been awarded the 2022 Refinitiv Lipper Fund Award category for three years In the year Expiring on July 31, 2022, out of a total of 39 ETFs. ETF performance ended October 31, 2022: -1.5% (1 year), 12.0% (3 years), 7.4% (5 years) and 8.5% (10 years).
CI Preferred Share ETF (TSX: FPR) The 2022 Refinitiv Lipper Fund Award was awarded to selected fixed income ETFs. category Out of a total of 14 ETFs for 5 years ending July 31, 2022. In the year For the ETF performance ended 31 October 2022 -13.2% (1 year), 5.3% (3 years), 2.3% (5 years) and 4.8% (since inception, 2016-05-11).
CI WisdomTree International Quality Dividend Growth Index ETF (Hedged Units) (TSX: IQD) Global Equity ETF has been awarded the 2022 Refinitiv Lipper Fund Awards category Expiring July 31, 2022 for 3 and 5 years, out of a total of 31 ETFs (3 years) and 20 ETFs (5 years). In the year The ETF’s performance for the period ended October 31, 2022 was -12.3% (1 year), 5.2% (3 years), 4.6% (5 years) and 7.1% (since inception, 2016-07-12).
Morningstar® is owned by Morningstar, Inc. (“Morningstar”) is a registered trademark of the Morningstar® Canadian Target Dividend IndexTM (“Index”) is a service mark of Morningstar and is licensed for use by CI Global Asset Management (“CI GAM”) for certain purposes. The securities of each CI Morningstar ETFs (“ETFs”) are in no way endorsed, sponsored, sold or promoted by Morningstar or any of its affiliates (collectively, “Morningstar”) (collectively, “Morningstar”), and Morningstar makes no representations or warranties. Expressing or implying investing in securities generally or in ETFs, specifically regarding the index’s ability to track overall market performance.
CI Global Asset Management has been licensed by WisdomTree Investments, Inc. to use certain WisdomTree Indices (“WisdomTree Indices”) and the WisdomTree Mark. Permission granted.
“WisdomTree®” and “Variably Hedged®” are trademarks of WisdomTree Investments, Inc. and WisdomTree Investments, Inc. Registered trademarks and has pending patent applications on the method and operation of the indexes. ETFs that track such indices (“WTA License Products”) are managed by WisdomTree Investments, Inc. or its affiliates (“WisdomTree”) are not sponsored, endorsed, sold or promoted. WisdomTree makes no representations or warranties, express or implied, and disclaims any liability regarding its advice, legality (including the correctness or accuracy of any description of WTB Expert products) or the suitability of investing in or purchasing securities or other financial instruments. or Products in general, or WT Licensed Products (including, without limitation, the failure of WT Licensed Products to achieve their investment objectives) or with respect to the use of these Indices or any information contained therein.
CI Global Asset Management is a registered trade name of CI Investments Inc.
©CI Investments Inc. 2022. All rights reserved.
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