Total net assets ($CAD):
$405.42 million

The top 15 holdings make up 79.66% of the Fund.
International Equity
US Equity
Canadian Equity
Canadian Corporate Bonds
Canadian Government Bonds
Other
Foreign Corporate Bonds
Cash and Equivalents
Commodities
Foreign Government Bonds
Canada
United States
Other
Multi-National
Japan
United Kingdom
Netherlands
Taiwan
Germany
France
Switzerland
Fixed Income
Technology
Financial Services
Other
Mutual Fund
Healthcare
Energy
Cash and Cash Equivalent
Basic Materials
Industrial Goods
Underlying fund allocations Sector allocation (%)
CI Canadian Aggregate Bond Index ETF (CAGG) Fixed Income 14.41%
CI Global Artificial Intelligence Fund Series I Mutual Fund 10.86%
CI Income Fund Series I Mutual Fund 7.10%
Ci Private Market Growth Fund (Series I Mutual Fund 6.32%
CI Japan Equ Idx ETF Non-Hgd (JAPN.B) Exchange Traded Fund 5.32%
CI Global Short-Term Bond Fund Series I Fixed Income 5.29%
Emerging Markets Equity Pool (Ser I) Mutual Fund 4.82%
iShares Core MSCI Europe ETF (IEUR) Exchange Traded Fund 4.15%
CI Global Financial Sector ETF (FSF) Exchange Traded Fund 3.81%
CI Alternative Investment Grade Credit ETF (CRED) Exchange Traded Fund 3.69%
CI Canada Qual Div Grw Ix ETF NH (DGRC) Exchange Traded Fund 3.35%
International Equity Growth Pool Class I Mutual Fund 3.15%
Ci Private Markets Income Fund (Series I) Mutual Fund 2.66%
Canadian Equity Value Pool Ser I Mutual Fund 2.54%
Canadian Equity Alpha Pool (Class I units) Mutual Fund 2.19%
Top Holdings Sector allocation (%)
Ci Private Market Growth Fund (Series I Other 6.32%
Ci Private Markets Income Fund (Series I) Other 2.66%
Cash Cash and Cash Equivalent 2.60%
Canadian Equity Alpha Corporate Class (Series I) Mutual Fund 2.19%
CAN 2YR BOND FUT 0.00% 18-Sep-2026 Fixed Income 1.64%
NVIDIA Corp Computer Electronics 1.52%
Gold Bullion Other 1.23%
Amazon.com Inc Retail 0.97%
Royal Bank of Canada Banking 0.95%
Broadcom Inc Computer Electronics 0.90%
Microsoft Corp Information Technology 0.76%
Toronto-Dominion Bank Banking 0.76%
Meta Platforms Inc Cl A Information Technology 0.67%
Alphabet Inc Cl C Information Technology 0.63%
Taiwan Semiconductor Manufactrg Co Ltd Computer Electronics 0.61%
Asset allocation

International Equity 22.68%

US Equity 16.25%

Canadian Equity 15.36%

Canadian Corporate Bonds 13.26%

Canadian Government Bonds 12.93%

Other 9.86%

Foreign Corporate Bonds 4.17%

Cash and Equivalents 3.85%

Commodities 1.23%

Foreign Government Bonds 0.41%

Geographic allocation

Canada 45.69%

United States 19.78%

Other 10.17%

Multi-National 9.30%

Japan 6.50%

United Kingdom 2.70%

Netherlands 1.73%

Taiwan 1.69%

Germany 1.23%

France 1.21%

Switzerland 1.21%

Sector allocation

Fixed Income 30.95%

Technology 15.07%

Financial Services 12.84%

Other 12.59%

Mutual Fund 9.30%

Healthcare 4.35%

Energy 3.90%

Cash and Cash Equivalent 3.85%

Basic Materials 3.83%

Industrial Goods 3.32%