Total net assets ($CAD):
$29.36 million

The top 15 holdings make up 87.68% of the Fund.
Canadian Corporate Bonds
Canadian Government Bonds
International Equity
US Equity
Other
Foreign Corporate Bonds
Canadian Equity
Cash and Equivalents
Foreign Government Bonds
Commodities
Canada
United States
Multi-National
Other
Japan
United Kingdom
Netherlands
Taiwan
France
Germany
Fixed Income
Mutual Fund
Technology
Other
Financial Services
Healthcare
Energy
Cash and Cash Equivalent
Basic Materials
Industrial Goods
Underlying fund allocations Sector allocation (%)
CI Canadian Aggregate Bond Index ETF (CAGG) Fixed Income 28.53%
CI Income Fund Series I Mutual Fund 14.06%
CI Global Short-Term Bond Fund Series I Fixed Income 10.48%
CI Alternative Investment Grade Credit ETF (CRED) Exchange Traded Fund 7.30%
Ci Private Market Growth Fund (Series I Mutual Fund 5.77%
CI Global Artificial Intelligence Fund Series I Mutual Fund 4.57%
Ci Private Markets Income Fund (Series I) Mutual Fund 2.42%
CI Japan Equ Idx ETF Non-Hgd (JAPN.B) Exchange Traded Fund 2.26%
Emerging Markets Equity Pool (Ser I) Mutual Fund 2.23%
Invesco QQQ ETF (QQQ) Exchange Traded Fund 2.07%
Cash Cash and Cash Equivalent 1.84%
iShares Core MSCI Europe ETF (IEUR) Exchange Traded Fund 1.75%
CI Global Financial Sector ETF (FSF) Exchange Traded Fund 1.67%
CI Canada Qual Div Grw Ix ETF NH (DGRC) Exchange Traded Fund 1.40%
International Equity Growth Corporate Cl (Ser I) Mutual Fund 1.33%
Top Holdings Sector allocation (%)
Ci Private Market Growth Fund (Series I Other 5.77%
CAN 2YR BOND FUT 0.00% 18-Sep-2026 Fixed Income 3.24%
Ci Private Markets Income Fund (Series I) Other 2.42%
Cash Cash and Cash Equivalent 2.32%
Canada Government 2.75% 01-Sep-2027 Fixed Income 1.05%
US 5YR NOTE (CBT) EXP SEP 16 0.00% 30-Sep-2026 Fixed Income 1.03%
Canadian Equity Growth Pool (Ser I) Mutual Fund 0.89%
NVIDIA Corp Computer Electronics 0.89%
CAN 10YR BOND FUT EXP SEP26 0.00% 18-Sep-2026 Fixed Income 0.84%
US 10YR ULTRA FUTURE (CBT) EXP SEP 26 0.00% 21-Sep-2026 Fixed Income 0.82%
Canadian Government Bond 2.25% 01-Feb-2028 Fixed Income 0.74%
Canadian Treasury Bill Fixed Income 0.73%
Canada Government 4.00% 01-Mar-2029 Fixed Income 0.66%
Canada Government 2.50% 01-Aug-2027 Fixed Income 0.55%
Canada Government 3.25% 01-Dec-2034 Fixed Income 0.54%
Asset allocation

Canadian Corporate Bonds 26.05%

Canadian Government Bonds 25.60%

International Equity 10.23%

US Equity 9.52%

Other 9.51%

Foreign Corporate Bonds 8.25%

Canadian Equity 7.68%

Cash and Equivalents 1.85%

Foreign Government Bonds 0.82%

Commodities 0.49%

Geographic allocation

Canada 62.80%

United States 15.87%

Multi-National 8.82%

Other 5.37%

Japan 2.80%

United Kingdom 1.36%

Netherlands 0.83%

Taiwan 0.79%

France 0.76%

Germany 0.60%

Sector allocation

Fixed Income 61.08%

Mutual Fund 8.82%

Technology 8.03%

Other 6.71%

Financial Services 6.01%

Healthcare 2.13%

Energy 2.01%

Cash and Cash Equivalent 1.85%

Basic Materials 1.78%

Industrial Goods 1.58%