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This communication is intended for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase mutual funds managed by CI Global Asset Management and is not, and should not be construed as, investment, tax, legal or accounting advice, and should not be relied upon in that regard. Every effort has been made to ensure that the material contained in this document is accurate at the time of publication. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Investors should consult their professional advisors prior to implementing any changes to their investment strategies. These investments may not be suitable to the circumstances of an investor.
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The CI Exchange-Traded Funds are managed by CI Global Asset Management, a wholly owned subsidiary of CI Financial Corp.
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CI Global Asset Management is a registered business name of CI Investments Inc.
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About the Lipper Methodology
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The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see
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. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed by LSEG Lipper.
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CI Canadian REIT Fund (Series F) was awarded the 2025 LSEG Lipper Fund Award in the Real Estate Equity category for 10 years ending July 31, 2025, out of a classification total of 12 funds. Performance for the Fund for the period ended September 30, 2025 for Series F: -0.1% (1 year), 9.0% (3 years), 7.1% (5 years) and 7.2% (10 years).
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CI Dividend Income & Growth Fund (Series P) was awarded the 2025 LSEG Lipper Fund Award in the Global Equity Balanced category for 5 years ending July 31, 2025, out of a classification total of 151 funds. Performance for the Fund for the period ended September 30, 2025 for Series P: 21.1% (1 year), 20.0% (3 years), 17.4% (5 years) and 11.0% (Since inception; 2017-05-01).
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CI Global Alpha Innovators Corporate Class (Series PH) was awarded the 2025 LSEG Lipper Fund Award in the Sector Equity category for 3 years ending July 31, 2025, out of a classification total of 11 funds. Performance for the Fund for the period ended September 30, 2025 for Series PH: 47.4% (1 year), 45.6% (3 years), and 14.6% (Since inception; 2021-08-31).
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CI Global Dividend Fund (Series P) was awarded the 2025 LSEG Lipper Fund Awards in the Global Dividend & Income Equity category for 3 and 5 years ending July 31, 2025, out of a classification total of 27 funds (in both time periods). Performance for the Fund for the period ended September 30, 2025 for Series P: 18.7% (1 year), 20.4% (3 years), 16.9% (5 years) and 11.0% (Since inception; 2017-05-01).
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CI Global Infrastructure Fund (Series P) was awarded the 2025 LSEG Lipper Fund Award in the Global Infrastructure Equity category for 10 years ending July 31, 2025, out of a classification total of 11 funds. Performance for the Fund for the period ended September 30, 2025 for Series P: 16.3% (1 year), 13.8% (3 years), 11.2% (5 years) and 10.0% (10 years).
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CI Munro Global Growth Equity Fund (Series PH) was awarded the 2025 LSEG Lipper Fund Award in the Global Equity category for 3 years ending July 31, 2025, out of a classification total of 243 funds. Performance for the Fund for the period ended September 30, 2025 for Series PH: 39.2% (1 year), 36.7% (3 years), and 18.1% (Since inception; 2021-01-12).
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CI U.S. Dividend Registered Fund (Series P) was awarded the 2025 LSEG Lipper Fund Award in the U.S. Dividend & Income Equity category for 5 years ending July 31, 2025, out of a classification total of 20 funds. Performance for the Fund for the period ended September 30, 2025 for Series P: 15.6% (1 year), 19.7% (3 years), 16.6% (5 years) and 11.7% (Since inception; 2017-05-01).
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CI Canadian Convertible Bond ETF (Common Units) (TSX: CXF) was awarded the 2025 LSEG Lipper Fund Awards in the Canadian Corporate Fixed-Income ETF category for 3 and 5 years ending July 31, 2025, out of a classification total of 24 ETFs (3 years) and 18 ETFs (5 years). Performance for the ETF for the period ended September 30, 2025: 9.1% (1 year), 8.6% (3 years), 7.0% (5 years) and 6.4% (10 years).
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CI Gold Bullion Fund (ETF US$ Series) (TSX: VALT.U) was awarded the 2025 LSEG Lipper Fund Award in the Commodity ETF category for 3 years ending July 31, 2025, out of a classification total of 10 ETFs. Performance for the ETF for the period ended September 30, 2025: 45.2% (1 year), 31.6% (3 years) and 15.3% (Since inception; 2021-01-06).
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CI Morningstar International Value Index ETF (Unhedged Common Units) (TSX: VXM.B) was awarded the 2025 LSEG Lipper Fund Award in the International Equity ETF category for 3 years ending July 31, 2025, out of a classification total of 41 ETFs. Performance for the ETF for the period ended September 30, 2025: 40.5% (1 year), 32.4% (3 years), 18.1% (5 years) and 10.0% (10 years).
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CI Morningstar International Value Index ETF (Hedged Common Units) (TSX: VXM) was awarded the 2025 LSEG Lipper Fund Award in the International Equity ETF category for 5 years ending July 31, 2025, out of a classification total of 33 ETFs. Performance for the ETF for the period ended September 30, 2025: 35.9% (1 year), 30.0% (3 years), 21.5% (5 years) and 11.4% (10 years).
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CI Munro Global Growth Equity Fund (ETF US$ Hedged Series) (TSX: CMGG.U) was awarded the 2025 LSEG Lipper Fund Award in the Global Equity ETF category for 3 years ending July 31, 2025, out of a classification total of 45 ETFs. Performance for the ETF for the period ended September 30, 2025: 37.6% (1 year), 35.3% (3 years) and 16.7% (Since inception; 2021-01-07).
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CI North American Core Plus Bond ETF (Common Units) (TSX: ONEB) was awarded the 2025 LSEG Lipper Fund Award in the Canadian Fixed Income ETF category for 5 years ending July 31, 2025, out of a classification total of 25 ETFs. Performance for the ETF for the period ended September 30, 2025: 2.9% (1 year), 4.7% (3 years), 1.5% (5 years) and 2.5% (since inception; 2018-10-09).
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Morningstar® is a registered trademark of Morningstar, Inc. (“Morningstar”). The securities of each CI Morningstar ETF (the “ETFs”) are not in any way sponsored, endorsed, sold or promoted by Morningstar or any of its affiliates (collectively, ‘‘Morningstar’’), and Morningstar makes no representation or warranty, express or implied regarding the advisability of investing in securities generally or in the ETFs particularly or the ability of the Index to track general market performance.
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Munro Partners and One Capital Management, LLC are sub-advisors to certain funds offered and managed by CI Global Asset Management.
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©CI Investments Inc. 2025. All rights reserved.
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Contacts
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Murray Oxby
Vice-President, Corporate Communications
CI Global Asset Management
416-681-3254
[email protected]
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English (US)