Total net assets ($CAD):
$125.97 million

The top 15 holdings make up 81.08% of the Fund.
International Equity
Canadian Corporate Bonds
Canadian Government Bonds
US Equity
Canadian Equity
Other
Foreign Corporate Bonds
Cash and Equivalents
Commodities
Foreign Government Bonds
Canada
United States
Multi-National
Other
Japan
United Kingdom
Netherlands
Taiwan
France
Germany
Fixed Income
Technology
Other
Financial Services
Mutual Fund
Healthcare
Cash and Cash Equivalent
Energy
Basic Materials
Industrial Goods
Underlying fund allocations Sector allocation (%)
CI Canadian Aggregate Bond Index ETF (CAGG) Fixed Income 19.10%
CI Income Fund Series I Mutual Fund 9.41%
CI Global Artificial Intelligence Fund Series I Mutual Fund 8.75%
CI Global Short-Term Bond Fund Series I Fixed Income 7.02%
Ci Private Market Growth Fund (Series I Mutual Fund 6.13%
CI Alternative Investment Grade Credit ETF (CRED) Exchange Traded Fund 4.88%
CI Japan Equ Idx ETF Non-Hgd (JAPN.B) Exchange Traded Fund 4.28%
Emerging Markets Equity Pool (Ser I) Mutual Fund 3.90%
iShares Core MSCI Europe ETF (IEUR) Exchange Traded Fund 3.34%
CI Global Financial Sector ETF (FSF) Exchange Traded Fund 3.06%
CI Canada Qual Div Grw Ix ETF NH (DGRC) Exchange Traded Fund 2.69%
Ci Private Markets Income Fund (Series I) Mutual Fund 2.58%
International Equity Growth Corporate Cl (Ser I) Mutual Fund 2.19%
Cash Cash and Cash Equivalent 2.11%
Canadian Equity Value Corporate Class (Ser I) Mutual Fund 1.64%
Top Holdings Sector allocation (%)
Ci Private Market Growth Fund (Series I Other 6.13%
Cash Cash and Cash Equivalent 2.60%
Ci Private Markets Income Fund (Series I) Other 2.58%
CAN 2YR BOND FUT 0.00% 18-Sep-2026 Fixed Income 2.16%
Canadian Equity Growth Pool (Ser I) Mutual Fund 1.30%
NVIDIA Corp Computer Electronics 1.28%
Gold Bullion Other 1.04%
Royal Bank of Canada Banking 0.82%
Amazon.com Inc Retail 0.77%
Broadcom Inc Computer Electronics 0.74%
Canada Government 2.75% 01-Sep-2027 Fixed Income 0.70%
US 5YR NOTE (CBT) EXP SEP 16 0.00% 30-Sep-2026 Fixed Income 0.69%
Toronto-Dominion Bank Banking 0.66%
Microsoft Corp Information Technology 0.61%
CAN 10YR BOND FUT EXP SEP26 0.00% 18-Sep-2026 Fixed Income 0.56%
Asset allocation

International Equity 18.41%

Canadian Corporate Bonds 17.49%

Canadian Government Bonds 17.14%

US Equity 14.00%

Canadian Equity 12.78%

Other 9.75%

Foreign Corporate Bonds 5.52%

Cash and Equivalents 3.32%

Commodities 1.04%

Foreign Government Bonds 0.55%

Geographic allocation

Canada 51.47%

United States 18.46%

Multi-National 9.13%

Other 8.58%

Japan 5.24%

United Kingdom 2.24%

Netherlands 1.43%

Taiwan 1.37%

France 1.06%

Germany 1.02%

Sector allocation

Fixed Income 40.95%

Technology 12.69%

Other 10.71%

Financial Services 10.49%

Mutual Fund 9.13%

Healthcare 3.58%

Cash and Cash Equivalent 3.32%

Energy 3.27%

Basic Materials 3.14%

Industrial Goods 2.72%