Total net assets ($CAD):
$52.08 million

The top 15 holdings make up 90.02% of the Fund.
Canadian Corporate Bonds
Canadian Government Bonds
International Equity
Other
Canadian Equity
Cash and Equivalents
Foreign Corporate Bonds
US Equity
Commodities
Income Trust Units
Canada
United States
Multi-National
Other
Japan
United Kingdom
Taiwan
Cayman Islands
Germany
France
Fixed Income
Mutual Fund
Other
Cash and Cash Equivalent
Technology
Financial Services
Energy
Basic Materials
Industrial Goods
Consumer Goods
Underlying fund allocations Sector allocation (%)
CI Canadian Aggregate Bond Index ETF (CAGG) Fixed Income 26.81%
CI Income Fund Series I Mutual Fund 12.22%
CI Global Short-Term Bond Fund Series I Fixed Income 9.96%
CI Alternative Investment Grade Credit ETF (CRED) Exchange Traded Fund 6.84%
Ci Private Market Growth Fund (Series I Mutual Fund 6.34%
CI Global Artificial Intelligence Fund Series I Mutual Fund 4.96%
Cash Cash and Cash Equivalent 4.89%
CI Japan Equ Idx ETF Non-Hgd (JAPN.B) Exchange Traded Fund 3.58%
iShares Core Canadian Universe Bond Idx ETF (XBB) Fixed Income 3.35%
Ci Private Markets Income Fund (Series I) Mutual Fund 2.74%
Emerging Markets Equity Pool (Ser I) Mutual Fund 2.43%
iShares Core MSCI Europe ETF (IEUR) Exchange Traded Fund 2.24%
CI Canada Qual Div Grw Ix ETF NH (DGRC) Exchange Traded Fund 1.83%
International Equity Growth Corporate Cl (Ser I) Mutual Fund 0.93%
Canadian Equity Alpha Corporate Class (Series I) Mutual Fund 0.90%
Top Holdings Sector allocation (%)
Ci Private Market Growth Fund (Series I Other 6.34%
Cash Cash and Cash Equivalent 5.64%
Ci Private Markets Income Fund (Series I) Other 2.74%
Canadian Treasury Bill Fixed Income 1.21%
Canada Government 2.75% 01-Sep-2027 Fixed Income 0.86%
1 OZ OF GOLD Other 0.80%
NVIDIA Corp Computer Electronics 0.80%
Canada Government 2.50% 01-Aug-2027 Fixed Income 0.77%
Canadian Government Bond 2.25% 01-Feb-2028 Fixed Income 0.76%
Canadian Equity Growth Pool (Ser I) Mutual Fund 0.63%
US 5YR NOTE (CBT) EXP JUN 16 0.00% 30-Jun-2026 Cash and Cash Equivalent 0.60%
CANADIAN GOVERNMENT BOND 2.75% 01-Mar-2031 Fixed Income 0.59%
Canada Government 3.25% 01-Jun-2035 Fixed Income 0.57%
Canada Government 3.25% 01-Dec-2034 Fixed Income 0.56%
Canada Government 3.25% 01-Dec-2035 Fixed Income 0.52%
Asset allocation

Canadian Corporate Bonds 25.00%

Canadian Government Bonds 20.66%

International Equity 12.46%

Other 9.79%

Canadian Equity 9.22%

Cash and Equivalents 7.53%

Foreign Corporate Bonds 7.36%

US Equity 6.54%

Commodities 1.17%

Income Trust Units 0.27%

Geographic allocation

Canada 62.47%

United States 12.97%

Multi-National 9.60%

Other 6.61%

Japan 4.02%

United Kingdom 1.35%

Taiwan 0.88%

Cayman Islands 0.75%

Germany 0.69%

France 0.66%

Sector allocation

Fixed Income 53.07%

Mutual Fund 9.61%

Other 8.13%

Cash and Cash Equivalent 7.53%

Technology 6.95%

Financial Services 5.70%

Energy 3.05%

Basic Materials 2.38%

Industrial Goods 2.02%

Consumer Goods 1.56%