CI Global Asset Management Funds and ETFs Recognized for Investment Excellence

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TORONTO–(BUSINESS WIRE)–CI Global Asset Management (“CI GAM”) announces that it has received 38 FundGrade A+ ratings® The Awards, which are presented annually by Fundata Canada Inc. to recognize Canadian investment funds that have consistently demonstrated the best risk-adjusted returns throughout a calendar year.

Winning CI GAM funds include 16 mutual funds and exchange-traded funds and 22 Sun fundsWise Elite and SunWise Essential segregated funds managed by CI GAM.

“I congratulate our investment team on achieving this important recognition of investment excellence,” said Marc-André Lewis, Chief Investment Officer at CI GAM. “We believe our improved performance is attributable to the fundamental transformation of our investment platform from a multi-boutique model to an integrated global investment management platform.

“In 2022, we continue to advance all aspects of our research, portfolio construction and risk management capabilities, with the goal of helping our clients successfully navigate an increasingly increasingly complex and achieve their financial goals,” Lewis said.

CI’s winning mutual funds and ETFs are:

The awards were announced today by Fundata Canada. For more information on FundGrade A+® Awards, please visit his website.

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 has a web presence at www.ci.com. CI Global Asset Management is a subsidiary of CI Financial Corp. (TSX: CIX, NYSE: CIXX), an integrated global asset and wealth management company with assets of approximately $384.1 billion as of December 31, 2021.

Fund category A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® The awards are presented by Fundata Canada Inc. to recognize “the cream of the crop” among Canadian investment funds. The FundGrade A+® This calculation is in addition to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by the Sharpe ratio, Sortino ratio and information ratio. The score for each ratio is calculated individually, covering all periods from 2 to 10 years. The scores are then weighted equally in the calculation of a monthly FundGrade. The top 10% funds get an A rating; the next 20% of funds get a B rating; the next 40% of funds get a C rating; the next 20% of funds receive a D rating; and the lowest 10% of funds receive an E rating. To be eligible, a fund must have received a FundGrade rating each month of the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score of 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or higher receives a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata strives to ensure the accuracy and reliability of the data contained herein, accuracy is not guaranteed by Fundata.

List of winning funds

Fund name

CIFSC Category (1)

Number of funds (2)

FundGrade start date (3)

CI Canadian Convertible Bond ETF (TSX: CXF)

Canadian corporate fixed income securities

51

01/31/2012

CI Canadian Core Plus Bond Fund

Canadian Fixed Income

309

01/31/2016

CI Canadian Dividend Fund

Canadian Dividend & Income Equity

277

01/31/2012

CI Canadian Equity Private Pool

Canadian stocks

379

01/31/2019

CI Canadian REIT ETFs (TSX: RIT)

Real estate equity

71

01/31/2012

CI Floating Rate Income Fund

Variable rate loan

57

01/31/2018

CI Global Asset Allocation Private Pool

Global Neutral Balanced

893

01/31/2019

CI Global Core Plus Bond Fund

Canadian Fixed Income

309

01/31/2016

CI Global Equity Momentum Private Pool

Global Equities

1127

01/31/2019

CI Global Income & Growth Fund

Global Neutral Balanced

893

01/31/2012

CI Global Investment Class

Global Fixed Income

251

01/31/2017

Morningstar CI International Momentum Index ETF (TSX: ZXM)

International Equities

382

01/31/2015

CI Munro Global Growth Alternative Fund

Equity-based alternative

34

01/31/2019

CI Munro Global Growth Alternative Fund (ETF Series) (TSX: CMAG)

Equity-based alternative

34

01/31/2019

CI Preferred Share ETF (TSX: FPR)

Preferred share fixed income securities

50

01/31/2017

US Equity Growth Fund

US stocks

833

01/31/2012

  1. Canadian Investment Funds Standards Committee (CIFSC).
  2. Number of peers in each category.
  3. As used by Fundata to calculate the relevant period. The FundGrade calculation end date is December 31, 2021 for all funds.

The performance of CI Canadian Convertible Bond ETF (TSX: CXF) for the period ended December 31, 2021 is as follows: 1 year, 6.0%; 3 years, 8.9%; 5 years, 5.7%; and 10 years, 5.6%.

The performance of the CI Canadian Core Plus Bond Fund, Series A for the period ended December 31, 2021 is as follows: 1 year, -2.3%; 3 years, 4.7%; and since its inception, 4.7% (2018-12-12).

The performance of the CI Canadian Dividend Fund, Series A for the period ended December 31, 2021 is as follows: 1 year, 30.5%; 3 years, 14.0%; 5 years, 9.2%; and 10 years, 10.2%.

The performance of CI Canadian Equity Private Pool, Series A for the period ended December 31, 2021 is as follows: 1 year, 21.8%; 3 years, 18.0%; and since its inception, 15.4% (2018-10-29).

The performance of the CI Canadian REITs ETF (TSX: RIT) for the period ended December 31, 2021 is as follows: 1 year, 34.5%; 3 years, 15.4%; 5 years, 12.3%; and 10 years, 11.5%.

The performance of the CI Floating Rate Income Fund, Series A for the period ended December 31, 2021 is as follows: 1 year, 6.8%; 3 years, 5.2%; and since its creation, 3.5% (2017-06-01).

The performance of CI Global Asset Allocation Private Pool, Series A for the period ended December 31, 2021 is as follows: 1 year, 13.6%; 3 years, 12.1%; and since its creation, 10.5% (2018-10-29).

The performance of the CI Global Core Plus Bond Fund, Series A for the period ended December 31, 2021 is as follows: 1 year, -0.2%; 3 years, 5.3%; 5 years, 3.0%; and since its creation, 2.7% (2015-12-21).

The performance of CI Momentum Global Equity Private Pool, Series A for the period ended December 31, 2021 is as follows: 1 year, 24.7%; 3 years, 20.8%; and since its creation, 18.3% (2018-10-29).

The performance of CI Global Income & Growth Fund, Series A for the period ended December 31, 2021 is as follows: 1 year, 13.6%; 3 years, 12.6%; 5 years, 8.7%; and 10 years, 9.4%.

The performance of CI Global Investment Grade Class, Series A for the period ended December 31, 2021 is as follows: 1 year, 0.4%; 3 years, 7.0%; 5 years, 4.7%; and since inception, 4.0% (2016-07-04).

The performance of the CI Morningstar International Momentum Index ETF (TSX: ZXM) for the period ended December 31, 2021 is as follows: 1 year, 24.9%; 3 years, 23.6%; 5 years, 14.8%; and since its creation, 12.9% (2014-11-13).

The performance of the CI Munro Global Growth Alternative Fund, Series A for the period ended December 31, 2021 is as follows: 1 year, 8.0%; 3 years, 18.4%; and since inception, 16.0% (2018-11-07).

The performance of CI Munro Global Growth Alternative Fund (ETF Series) (TSX: CMAG) for the period ended December 31, 2021 is as follows: 1 year, 9.1%; and since its creation, 21.1% (2020-01-23).

The performance of the CI Preferred Share ETF (TSX: FPR) for the period ended December 31, 2021 is as follows: 1 year, 21.9%; 3 years, 10.7%; 5 years, 7.2%; and since its creation, 8.2% (2016-05-11).

The performance of the US Growth Equity Fund Series A for the period ended December 31, 2021 is as follows: 1 year, 16.9%; 3 years, 25.8%; 5 years, 19.7%; and 10 years, 18.1%.

Commissions, trailing commissions, management fees and expenses all may be associated with investing in mutual funds and exchange-traded funds (ETFs). Please read the prospectus before investing. The rates of return shown are the historical annual compound total returns net of fees and expenses payable by the fund (except for figures one year or less, which are simple total returns), including changes in value securities and the reinvestment of all distributions and without taking into account any sales, redemption, distribution or optional charges or income taxes payable by any holder of securities which would have the effect of reducing 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 buy or sell units of an ETF on recognized Canadian exchanges. If Units are bought 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.

*Munro Partners, Picton Mahoney Asset Management and Wellington Management Canada ULC are portfolio subadvisors to certain funds offered and managed by CI Global Asset Management.

SunWise is a registered trademark of Sun Life Assurance Company of Canada. Sun Life Assurance Company of Canada, a member of the Sun Life Financial group of companies, is the sole issuer of the individual variable annuity contract providing for investment in SunWise segregated funds. A description of the main features of the applicable individual variable annuity contract is contained in the information folder. SUBJECT TO ANY APPLICABLE DEATH AND MATURITY GUARANTEES, ANY PORTION OF THE PREMIUM OR OTHER AMOUNT ALLOCATED TO A SEGREGATED FUND IS INVESTED AT THE RISK OF THE CONTRACT HOLDER AND MAY INCREASE OR DECREASE IN VALUE ACCORDING TO FLUCTUATIONS IN THE MARKET VALUE OF THE ASSETS OF THE RELEVANT SEGREGATED FUND. Please refer to the legal section of www.ci.com for more information.

CI Global Asset Management is a registered business name of CI Investments Inc.

©CI Investments Inc. 2022. All rights reserved.

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