CI Global Asset Management Recognized for Strong Investment Performance with 15 LSEG Lipper Fund Awards
MWN-AI** Summary
CI Global Asset Management (CI GAM) has made headlines by securing an impressive 15 LSEG Lipper Fund Awards for Canada for 2025, marking the third consecutive year it has achieved the most awards of any firm in the Canadian investment industry. The LSEG Lipper Fund Awards are esteemed accolades presented annually to mutual funds and ETFs that demonstrate strong risk-adjusted performance compared to their peers.
Marc-André Lewis, President and Chief Investment Officer of CI GAM, expressed pride in the recognition, attributing it to their commitment to consistent client results and the expertise of their investment professionals. This achievement underscores CI GAM’s expansive investment capabilities which range across traditional asset classes, real assets, private markets, and alternative investments, all bolstered by thorough fundamental research.
Among CI GAM's standout funds receiving awards are their Canadian REIT Fund, Dividend Income & Growth Fund, Global Alpha Innovators Corporate Class, and the Munro Global Growth Equity Fund, which has been particularly recognized for its focus on growth companies driven by global economic shifts.
In total, the awards spanned various categories, validating CI GAM's diversified investment strategies. Several funds were celebrated for performance periods of three to ten years, reflecting significant success in risk management and portfolio growth.
The LSEG Lipper Fund Awards have been honoring excellence in fund performance for over 30 years, utilizing objective criteria to recognize funds that deliver strong results consistently. CI GAM's recognition highlights its standing as a leader in the investment management space, showcasing the firm's ability to adapt and thrive in a competitive market while delivering value to clients.
MWN-AI** Analysis
CI Global Asset Management (CI GAM) has achieved a remarkable feat by securing 15 prestigious LSEG Lipper Fund Awards for 2025, making it a frontrunner in the Canadian investment landscape for the third consecutive year. This recognition underscores CI GAM's ability to deliver strong risk-adjusted performance across various asset classes, which is essential for investors seeking reliable options in volatile markets.
From a market advisory perspective, the consistent performance of CI GAM's funds, particularly within categories such as Real Estate Equity and Global Dividend & Income Equity, reflects a sound investment strategy backed by rigorous fundamental research. Investors should consider allocating a portion of their portfolio to award-winning funds like the CI Global Dividend Fund and CI Canadian REIT Fund, which have shown resilience over multiple time frames. The CI Global Alpha Innovators Corporate Class also stands out, indicating growth potential through its focus on innovative sectors.
Additionally, investors looking for a balanced approach might find value in the CI Dividend Income & Growth Fund. With its track record over five years, it offers a blend of income and growth, catering to both conservative and growth-oriented investors.
For those inclined towards exchange-traded funds (ETFs), funds like the CI Canadian Convertible Bond ETF and CI Gold Bullion Fund have also received accolades, serving as excellent diversifiers in a portfolio. The latter, in particular, may appeal to investors seeking shelter amid market uncertainties, given the historical performance of gold as a safe-haven asset.
In summary, CI GAM’s impressive performance, backed by solid strategies and industry recognition, positions it as a credible option for both seasoned and new investors. Careful evaluation of these award-winning funds can aid in constructing a robust investment portfolio that aligns with individual risk tolerance and financial goals.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
CI GAM wins an industry-leading number of individual fund awards for a third consecutive year
CI Global Asset Management (“CI GAM”) announces that its investment funds have earned 15 LSEG Lipper Fund Awards for Canada for 2025. This marks the third consecutive year that CI GAM has received more individual LSEG Lipper Fund Awards than any other company in the Canadian investment fund industry.
The awards are granted annually to highlight mutual funds and exchange-traded funds that have provided consistently strong risk-adjusted performance, relative to peers.
“We are honoured to have once again received an industry-leading number of individual fund awards – an achievement that reflects our commitment to delivering consistent results to clients,” said Marc-André Lewis, President and Chief Investment Officer of CI GAM.
“The awards are a testament to the expertise of our investment professionals and the scale and resources of CI GAM’s global investment management platform. Our capabilities span traditional asset classes as well as real assets, private markets and other alternatives – all supported by a focus on in-depth fundamental research.”
Mr. Lewis also extended his congratulations to Munro Partners, portfolio advisor to award winner CI Munro Global Growth Equity Fund. “Munro has produced an outstanding track record through a disciplined focus on global growth companies benefiting from structural changes in the world economy,” Mr. Lewis said.
CI GAM’s winning funds are listed below, along with their Canadian Investment Funds Standards Committee (CIFSC) classifications and the time periods for which they received awards.
Mutual fund category winners | Classification | Performance period(s) |
CI Canadian REIT Fund (Series F) | Real Estate Equity | 10 years |
CI Dividend Income & Growth Fund (Series P) | Global Equity Balanced | 5 years |
CI Global Alpha Innovators Corporate Class (Series PH) | Sector Equity | 3 years |
CI Global Dividend Fund (Series P) | Global Dividend & Income Equity | 3 and 5 years |
CI Global Infrastructure Fund (Series P) | Global Infrastructure Equity | 10 years |
CI Munro Global Growth Equity Fund (Series PH) | Global Equity | 3 years |
CI U.S. Dividend Registered Fund (Series P) | U.S. Dividend & Income Equity | 5 years |
ETF category winners | Ticker | Classification | Performance period(s) |
CI Canadian Convertible Bond ETF (Common Units) | CXF | Canadian Corporate Fixed Income | 3 and 5 years |
VALT.U | Commodity | 3 years | |
CI Morningstar International Value Index ETF (Unhedged Common Units) | VXM.B | International Equity | 3 years |
CI Morningstar International Value Index ETF (Hedged Common Units) | VXM | International Equity | 5 years |
CMGG.U | Global Equity | 3 years | |
CI North American Core Plus Bond ETF (Common Units) (formerly CI ONE North American Core Plus Bond ETF) | ONEB | Canadian Fixed Income | 5 years |
About the LSEG Lipper Fund Awards
For more than 30 years and in over 17 countries worldwide, the highly respected LSEG Lipper Awards have honoured funds and fund management firms that have excelled in providing consistently strong risk-adjusted performance relative to their peers and focused the investment world on top funds. The merit of the winners is based on entirely objective, quantitative criteria. This, coupled with the unmatched depth of fund data, results in a unique level of prestige and ensures the award has lasting value. Renowned fund data and proprietary methodology is the foundation of this prestigious award qualification, recognizing excellence in fund management. Find out more at www.lipperfundawards.com .
About CI Global Asset Management
CI Global Asset Management (“CI GAM”) is one of Canada’s largest investment management companies. It offers a wide range of investment products and services and is on the web at www.ci.com . CI GAM is a subsidiary of CI Financial Corp. , an integrated global asset and wealth management company with approximately $550.9 billion in assets as at June 30, 2025.
Commissions, trailing commissions, management fees and expenses all may be associated with an investment in mutual fund and exchange-traded funds (ETFs). Please read the prospectus before investing. Important information about mutual funds and ETFs is contained in their respective prospectus. The indicated rates of return are the historical annual compound total returns net of fees and expenses payable by the fund (except for figures of one year or less, which are simple total returns) including changes in security value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds and ETFs are not guaranteed, their values change frequently, and past performance may not be repeated. You will usually pay brokerage fees to your dealer if you purchase or sell units of an ETF on recognized Canadian exchanges. If the units are purchased or sold on these Canadian exchanges, investors may pay more than the current net asset value when buying units of the ETF and may receive less than the current net asset value when selling them. Returns of the Index do not represent the ETF’s returns. An investor cannot invest directly in the Index. Performance of the ETF is expected to be lower than the performance of the Index.
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.
The CI Exchange-Traded Funds are managed by CI Global Asset Management, a wholly owned subsidiary of CI Financial Corp.
CI Global Asset Management is a registered business name of CI Investments Inc.
About the Lipper Methodology
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 lipperfundawards.com . 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.
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).
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).
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).
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).
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).
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).
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).
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).
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).
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).
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).
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).
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).
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.
Munro Partners and One Capital Management, LLC are sub-advisors to certain funds offered and managed by CI Global Asset Management.
©CI Investments Inc. 2025. All rights reserved.
View source version on businesswire.com: https://www.businesswire.com/news/home/20251105699146/en/
Murray Oxby
Vice-President, Corporate Communications
CI Global Asset Management
416-681-3254
[email protected]
FAQ**
How does the CI Gold Bullion Fund (ETF US$ Series) VALT.U:CC compare to other commodity ETFs in terms of risk-adjusted returns, particularly since it won the LSEG Lipper Fund Award for 3 years ending July 32025?
What specific strategies does the CI Gold Bullion Fund VALT.U:CC employ to maintain its performance, given its impressive return rates of 45.for the 1-year period ending September 30, 2025?
Considering the recent success of CI GAM in winning multiple LSEG Lipper Awards, how significant is the performance of the CI Gold Bullion Fund VALT.U:CC in contributing to the company's overall reputation in the investment management industry?
Can you provide insights into the market factors that have influenced the CI Gold Bullion Fund VALT.U:CC's performance over the past year, and how these may impact future investment strategies?
**MWN-AI FAQ is based on asking OpenAI questions about Ci Gold Bullion Fund (TSXC: VALT.U:CC).
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