March 24, 2023

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CI Global Asset Administration Expands Fund and ETF Lineup With ESG and Commodities Mandates

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TORONTO, (Small business WIRE) —
CI International Asset Management (“CI GAM”) now released 3 new financial commitment possibilities – two ESG-focused mandates giving each mutual fund and ETF sequence, and a commodity-centered liquid alternate ETF.

  • CI World wide Sustainable Infrastructure Fund, which is obtainable in equally mutual fund and ETF series, with the ETF series starting buying and selling currently on the TSX less than the symbols CGRN (ETF C$ Series) and CGRN.U (ETF US$ Hedged Sequence).

  • CI World wide Green Bond Fund,which is obtainable in both mutual fund and ETF sequence, with the ETF collection starting trading these days on the TSX less than the symbols CGRB (ETF C$ Collection) and CGRB.U (ETF US$ Hedged Sequence).

  • CI Auspice Broad Commodity ETF, whichstarts buying and selling now on the TSX below the symbol CCOM (Hedged Popular Units).

“The new mandates are the most up-to-date steps in CI GAM’s ongoing initiative to modernize its investment fund lineup by introducing applicable and timely solutions that help investors’ interests and support them prosper in today’s hard marketplaces,” stated Geraldo Ferreira, Senior Vice-President and Head of Expense Goods and Manager Oversight for CI GAM.

“Over the past 18 months, we have expanded our collection of money and ETFs in types that include things like ESG, liquid solutions, non-public fairness, included get in touch with tactics, energetic and passive ETFs, digital property and other rising expense themes.”

The launches of CI World Sustainable Infrastructure Fund and CI World-wide Environmentally friendly Bond Fund broaden CI GAM’s choice of ESG-focused alternatives, which incorporate CI Mosaic ESG ETF Portfolios, CI MSCI Planet ESG Affect Fund, CI MSCI Earth ESG Affect ETF, and CI World wide Weather Leaders Fund.

CI Auspice Wide Commodity ETF is the eighth offering in CI GAM’s industry-major lineup of liquid different cash and ETFs. These include four mounted-profits and two equity mandates, as effectively as the CI Choice Multi-Method Fund. CI GAM is the Canadian market leader in liquid different resources, with somewhere around $3.5 billion in belongings underneath management (as at August 31, 2022).

CI World Sustainable Infrastructure Fund

CI Global Sustainable Infrastructure Fund’s investment decision goal is to deliver income and prolonged-term money appreciation by investing generally in firms with either immediate or indirect publicity to sustainable infrastructure located anyplace in the globe. It pays a regular monthly distribution and carries a small to medium risk ranking.

“The fund is an option for buyers to advantage from the huge world-wide transition to decarbonization, digitization and sustainability and to ensure their expenditure pounds are supporting the shift to a greener earth,” Mr. Ferreira reported. “At the same time, it also gives the common added benefits of infrastructure investing, which include consistent revenue, diversification, and the prospective for diminished volatility relative to other equity sectors.”

The fund invests in corporations in a assorted selection of sectors and themes that might involve: clean energy, this sort of as wind, photo voltaic, hydropower and renewable fuels substitute transportation with reduce carbon depth improvements in packaging and wastewater administration and effective info infrastructure.

The fund leverages the world wide sector skills of the CI GAM investment crew, with Kevin McSweeney serving as direct portfolio supervisor. Mr. McSweeney, who has above two a long time of investing knowledge, is an infrastructure expert who also manages CI Global Infrastructure Fund and other infrastructure-targeted portfolios.

CI Global Green Bond Fund

CI World wide Environmentally friendly Bond Fund’s expenditure goal is to offer lengthy-expression overall return by concentrating on sustainable and responsible issuers by mainly investing in labelled eco-friendly bonds issued by govt, govt-relevant and corporate issuers, located any where in the world.

Green bonds are set-earnings securities in which the proceeds are used to projects or routines that endorse weather or other environmental sustainability functions. To come to be a “labelled” environmentally friendly bond, issuers have to utilize for certification by a identified 3rd get together.

“Green bonds make it possible for traders to align their expenditure and retirement aims with their environmental values,” Mr. Ferreira claimed. “The fund’s portfolio is also actively managed by the CI GAM fastened-income staff to present steadiness and profits.”

Guide Portfolio Supervisor James Dutkiewicz, Senior Vice-President and Head of Fastened Cash flow for CI GAM, has 30 years’ experience in earnings investing and asset allocation.

CI Auspice Broad Commodity ETF (“CCOM”)

CCOM seeks to replicate the effectiveness of the Auspice Broad Commodity Excessive Return Index (the “Index”) by investing in economic devices, such as futures contracts and derivatives. The Index utilizes a quantitative methodology to monitor a diversified portfolio of commodity futures contracts, or factors, throughout a few sectors: agriculture, strength and metals.

The Index was produced by Auspice Capital Advisors Ltd. (“Auspice”), which has been appointed sub-advisor to CCOM. Auspice is a Calgary-dependent option asset manager that focuses on applying regulations-centered investment decision techniques throughout a broad array of monetary and commodity marketplaces.

“This ETF launch is in particular timely, supplied that commodities are benefiting from supply constraints combined with heightened desire pushed in component by infrastructure spending and the changeover to a greener and far more sustainable society,” Mr. Ferreira reported. “As a outcome, exposure to commodities holds the potential to increase inflation safety to investors’ portfolios.

“CCOM gives publicity to a wide array of commodities across 3 sectors – energy, agriculture and metals – mixed with a guidelines-dependent method designed to participate in gains though minimizing volatility and drawdowns,” Mr. Ferreira included.

“We are thrilled to husband or wife with CI GAM in bringing the only wide commodity option to the Canadian market,” reported Tim Pickering, Auspice’s Main Investment Officer and Founder. “The modern COVID-19 crisis and ensuing resurgence in inflation reveal the relevance of the methods we deal with. Auspice presents a disciplined procedures-based mostly tactic that aims to help traders to choose benefit of both equally chance and weather conditions turbulent market place occasions.”

CCOM is categorized as an choice mutual fund and has a small to medium risk ranking.

About Auspice Funds Advisors

Auspice is an impressive different asset manager that focuses on implementing rules-centered financial commitment approaches throughout a wide range of commodity and fiscal markets. Auspice provides liquid substitute and commodity methods that deliver the positive aspects of lively management and the effectiveness of indexing. Auspice performs with a vast selection of clientele and develops solutions to increase their portfolio or item suite. Auspice techniques are obtainable immediately to establishments, monetary pros and superior-net-worth specific traders as very well as retail traders via the Auspice manufacturer along with sub-advisory and licensing arrangements.

About CI Global Asset Management

CI Global Asset Administration is one particular of Canada’s major expenditure management organizations. It gives a extensive selection of expense products and solutions and products and services and is on the Web at CI World Asset Management is a subsidiary of CI Monetary Corp. (TSX: CIX, NYSE: CIXX), an integrated global asset and wealth administration organization with approximately $345.9 billion in belongings as of August 31, 2022.

Commissions, trailing commissions, administration costs and costs all may perhaps be involved with an financial investment in mutual money and exchange-traded cash (ETFs). Be sure to examine the prospectus prior to investing. Crucial details about mutual money and ETFs is contained in their respective prospectus. Mutual resources and ETFs are not guaranteed their values improve often, and earlier overall performance could not be repeated. You will typically pay out brokerage charges to your vendor if you order or market models of an ETF on acknowledged Canadian exchanges. If the models are procured or offered on these Canadian exchanges, investors may perhaps pay out far more than the present web asset benefit when obtaining models of the ETF and might receive a lot less than the recent internet asset value when promoting them.

MSCI is a trademark of MSCI Inc. The MSCI indexes have been certified for use for specified reasons by CI World Asset Administration (“CI GAM”) in relationship with the CI ETFs (the “ETFs”). The ETF and the securities referred to herein are not sponsored, endorsed or promoted by MSCI Inc. or any of its affiliates (collectively, “MSCI”) and MSCI bears no liability with regard to any these types of fund or securities or any index on which such fund or securities are based. The ETF’s prospectus consists of a a lot more in depth description of the limited romance MSCI has with CI GAM and any related resources.

The CI Auspice Broad Commodity ETF is an choice mutual fund. It has the capability to invest in asset lessons or use financial commitment strategies that are not permitted for standard mutual resources. The unique methods that differentiate this fund from traditional mutual funds include things like: greater use of derivatives for hedging and non-hedging functions enhanced skill to promote securities limited and the ability to borrow funds to use for expense functions. Though these methods will be applied in accordance with the fund’s expense targets and tactics, in the course of certain marketplace disorders they may accelerate the pace at which your investment decreases in benefit.

The CI Auspice Broad Commodity ETF is not sponsored, endorsed, bought or promoted by Auspice and Auspice makes no illustration pertaining to the advisability of investing in the CI Auspice Wide Commodity ETF.

This doc is delivered as a general supply of info and must not be regarded as personalized, authorized, accounting, tax or financial commitment advice, or construed as an endorsement or suggestion of any entity or stability talked about. Each energy has been manufactured to assure that the product contained in this document is exact at the time of publication. Men and women must look for the assistance of industry experts, as correct, about any specific expense. Investors need to consult their skilled advisors prior to applying any changes to their investment decision approaches.

CI Global Asset Management is a registered company identify of CI Investments Inc.

©CI Investments Inc. 2022. All rights reserved.

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Source: CI World Asset Management

Murray Oxby

Vice-President, Company Communications

CI Worldwide Asset Administration


[email protected]


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