Total net assets ($CAD):
$738.09 million

The top 15 holdings make up 75.87% of the Fund.
International Equity
US Equity
Canadian Equity
Other
Canadian Corporate Bonds
Canadian Government Bonds
Cash and Equivalents
Foreign Corporate Bonds
Commodities
Income Trust Units
Canada
United States
Other
Multi-National
Japan
United Kingdom
Netherlands
Taiwan
Germany
Switzerland
Fixed Income
Technology
Financial Services
Other
Mutual Fund
Healthcare
Cash and Cash Equivalent
Energy
Basic Materials
Industrial Goods
Underlying fund allocations Sector allocation (%)
CI Global Artificial Intelligence Fund Series I Mutual Fund 12.95%
CI Canadian Aggregate Bond Index ETF (CAGG) Fixed Income 9.71%
Ci Private Market Growth Fund (Series I Mutual Fund 6.37%
CI Japan Equ Idx ETF Non-Hgd (JAPN.B) Exchange Traded Fund 6.35%
Emerging Markets Equity Pool (Ser I) Mutual Fund 5.64%
iShares Core MSCI Europe ETF (IEUR) Exchange Traded Fund 4.95%
CI Income Fund Series I Mutual Fund 4.78%
CI Global Financial Sector ETF (FSF) Exchange Traded Fund 4.39%
CI Canada Qual Div Grw Ix ETF NH (DGRC) Exchange Traded Fund 3.98%
CI Global Short-Term Bond Fund Series I Fixed Income 3.57%
International Equity Growth Corporate Cl (Ser I) Mutual Fund 3.15%
Ci Private Markets Income Fund (Series I) Mutual Fund 2.69%
Canadian Equity Value Corporate Class (Ser I) Mutual Fund 2.58%
CI Alternative Investment Grade Credit ETF (CRED) Exchange Traded Fund 2.48%
Cash Cash and Cash Equivalent 2.28%
Top Holdings Sector allocation (%)
Ci Private Market Growth Fund (Series I Other 6.37%
Cash Cash and Cash Equivalent 2.78%
Ci Private Markets Income Fund (Series I) Other 2.69%
Canadian Equity Growth Pool (Ser I) Mutual Fund 1.73%
NVIDIA Corp Computer Electronics 1.67%
Gold Bullion Other 1.52%
Royal Bank of Canada Banking 1.17%
CAN 2YR BOND FUT 0.00% 18-Sep-2026 Fixed Income 1.10%
Amazon.com Inc Retail 1.08%
Broadcom Inc Computer Electronics 1.06%
Canadian Equity Alpha Corporate Class (Series I) Mutual Fund 0.98%
Toronto-Dominion Bank Banking 0.93%
Microsoft Corp Information Technology 0.84%
Meta Platforms Inc Cl A Information Technology 0.79%
Taiwan Semiconductor Manufactrg Co Ltd Computer Electronics 0.71%
Asset allocation

International Equity 26.72%

US Equity 18.45%

Canadian Equity 17.90%

Other 9.70%

Canadian Corporate Bonds 8.99%

Canadian Government Bonds 8.71%

Cash and Equivalents 4.82%

Foreign Corporate Bonds 2.81%

Commodities 1.52%

Income Trust Units 0.38%

Geographic allocation

Canada 40.27%

United States 21.04%

Other 11.70%

Multi-National 9.27%

Japan 7.73%

United Kingdom 3.12%

Netherlands 2.02%

Taiwan 1.98%

Germany 1.44%

Switzerland 1.43%

Sector allocation

Fixed Income 20.91%

Technology 17.43%

Financial Services 14.97%

Other 14.61%

Mutual Fund 9.28%

Healthcare 5.07%

Cash and Cash Equivalent 4.82%

Energy 4.53%

Basic Materials 4.49%

Industrial Goods 3.89%