Key stats
About CI GLOBAL CLIMATE LEADERS FD CAD SER
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Inception date
Jul 8, 2021
Structure
Canadian Mutual Fund Corporation (ON)
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Primary advisor
CI Investments, Inc.
The fund actively manages a portfolio of companies anticipating profit increase from investing further in and focusing on decarbonization and climate change. It invests in firms across a variety of industries and countries without limits or constraints and targets those classified in the following sub-sectors: (i) clean energy, (ii) transport and batteries, (iii) buildings and efficiency, and (iv) packaging, waste, and water. The adviser utilizes a proprietary investment process by combining leveraged top-down thematic views along with bottom-up investing to generate key investment ideas and screen through quantitative and qualitative tests. ESG considerations are also integrated to provide additional evidence of relevant sustainability and in monitoring the portfolio. Companies focusing on short-term financial goals are typically excluded. The concentrated portfolio will generally consist of 15 to 25 securities.
Classification
Returns
1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
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Price performance | — | — | — | — | — | — |
NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Producer Manufacturing
Industrial Services
Utilities
Electronic Technology
Stocks97.71%
Producer Manufacturing30.78%
Industrial Services24.68%
Utilities23.97%
Electronic Technology12.67%
Process Industries5.55%
Bonds, Cash & Other2.29%
Cash2.36%
Miscellaneous−0.06%
Stock breakdown by region
North America64.85%
Europe35.15%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history