CI Global Asset Management Continues to Expand its ETF Line with U.S. Inflation-Linked Bond ETFs and Actively Managed Emerging Market ETFs

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TORONTO, August 31, 2021– (BUSINESS WIRE) – CI Global Asset Management (“CI GAM”) today announced the launch of two exchange-traded funds, further enhancing and diversifying its broad portfolio of over 70 passive, smart beta and actively managed.

  • CI US Treasury Inflation Linked Index ETF (CAD covered) starts trading today on the NEO Exchange under the symbol CTIP. The ETF seeks to replicate, to the extent possible, the performance of an index of US Treasury Inflation-Protected Securities (“TIPS”), hedged to Canadian dollars, net of expenses. This passively managed index ETF is the latest addition to the new CI Beta ETF range, which allows investors to access large markets or targeted market segments at very low cost.

  • CI Emerging Markets Alpha ETF begins trading today on the Toronto Stock Exchange under the symbols CIEM (ETF Series Units in Canadian Dollars) and CIEM.U (Series Hedged Units in US Dollars). This actively managed ETF invests in quality companies that have long-term growth potential located or serving clients in emerging markets and allows investors to profit from the economic rebound in these markets.

“CI GAM offers a comprehensive selection of ETFs ranging from smart and actively managed passive to beta approaches, and covering a wide range of asset classes, sectors and geographies,” said Roy Ratnavel, Executive Vice President and responsible for the distribution of CI GAM. “With these new ETFs, we continue to build on the choices available to advisors and investors.”

Today’s launches are the most recent in a series of CI GAM, one of Canada’s largest ETF providers with $ 14.2 billion in ETF assets under management.

“This year alone, we launched 14 new ETFs, including mandates focused on bitcoin, ether, gold bullion, climate change, global growth stocks, technology and innovation, as well as a suite of passive solutions and two alternative ETFs, ”said Ratnavel said. “Many of them are also available as mutual funds, ensuring that investors can access our expertise in whatever investment structure they prefer. Other CI GAM launches this year include a family of segregated funds, ESG portfolios and a private equity fund.

“This rapid pace of product development reflects our commitment to meeting diverse customer needs and to implementing our strategic priority of modernizing our asset management business.”

CI US Treasury Inflation-Linked Bond Index ETF (CAD Hedged)

CTIP seeks to replicate the performance of the Solactive US Treasury Inflation-Linked Bond Hedged to CAD TR Index. The Index is a rules-based market value-weighted index designed to measure the performance of TIPS issued by the United States, with currency exposure hedged back to the Canadian dollar. The index is built by Solactive, an innovative provider of indices and index solutions to the global financial services industry.

With a management fee of just 0.15%, CTIP is a convenient and cost effective way to add a source of inflation-protected fixed income to a portfolio and complement other equity and fixed income solutions. . CTIP joins four equity mandates in the recently launched CI Beta family of ETFs, CI GAM’s very first passively managed ETF family. These ETFs, which are also listed on the NEO stock exchange, include the CI Canadian Equity Index ETF (CCDN), the CI Global Healthcare Leaders Index ETF (CHCL.B), the CI US 1000 Index ETF (CUSM.B) and the CI US 500 Index ETF (CUSA.B). CTIP pays a monthly distribution.

CI Emerging Markets Alpha ETF

CIEM provides investors with access to CI GAM’s successful approach to emerging markets by investing in an ETF and is an important addition to CI GAM’s broad portfolio of actively managed ETFs. The portfolio is managed by CI GAM’s dedicated and experienced team of emerging market specialists, led by portfolio manager Matthew Strauss, who has 27 years of investment experience. This team works closely with CI GAM’s global sector specialists on stock research and selection.

Mr. Strauss and the CI GAM team have achieved excellent results in managing the CI Emerging Markets Fund over the past 10 years, achieving an overall Morningstar Rating of five stars and outperforming its category average and index. reference.*

CIEM enables investors to benefit from the higher growth potential of emerging economies compared to developed markets in the coming years and to add an important element of diversification to their portfolios. The CI GAM team believes that emerging markets offer increasingly attractive investment opportunities as these economies shift from a focus on labor and commodities to high growth, value-added sectors such as as technology, communications and consumer products.

For more information on CI GAM ETFs, visit firstasset.com.

About CI Global Asset Management

CI Global Asset Management is one of the largest investment management companies in Canada. It offers a wide range of investment products and services and can be found on the web at www.ci.com. CI GAM is a subsidiary of CI Financial Corp. (TSX: CIX, NYSE: CIXX), an independent global asset management and wealth management consulting firm with total assets of approximately $ 309.3 billion as of July 31, 2021.

* Returns as of July 31, 2021

1 year

3 years

5 years

10 years

CI Emerging Markets Fund (Series F)1

16.30%

9.79%

11.62%

7.28%

Medium – Emerging Markets Equity Category

13.54%

5.19%

7.43%

4.61%

MSCI Emerging Markets Index (CAD)

12.43%

6.43%

9.42%

6.43%

Number of funds

287

242

182

81

1Formerly Signature Emerging Markets Fund, renamed July 29, 2021.

Source: Morningstar Research, as of July 31, 2021

Commissions, trailing commissions, management fees, and expenses can all be associated with investing in mutual funds and exchange-traded funds (ETFs). Please read the prospectus before investing. The rates of return shown are the historical annual compound total returns net of fees and expenses payable by the fund (except for figures one year or less, which are simple total returns), including changes in value. securities and the reinvestment of all distributions and disregard any sales, redemption, distribution or option charges or income taxes payable by any holder of securities which 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 broker if you buy or sell units of an ETF on recognized Canadian stock exchanges. If units are bought or sold on these Canadian stock exchanges, investors may pay more than the current net asset value when they buy units of the ETF and may receive less than the current net asset value when they sell them.

This communication is intended for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to buy any mutual funds managed by CI Global Asset Management and is not and should not be interpreted as an investment, fiscal, legal or accounting. advice and should not be relied on in this 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 professional advice, where appropriate, regarding any particular investment. Investors should consult their professional advisers before making any changes to their investment strategies. These investments may not be suitable for an investor’s situation.

Certain statements contained in this document are forward-looking. Forward-looking statements (“FLS”) are statements which are predictive in nature, depend on or refer to future events or conditions, or which include words such as “may”, “will”, “should”, “could “,” “Expect”, “anticipate”, “intend”, “plan”, “believe” or “estimate” or other similar expressions. Forward-looking statements or statements containing anything other than historical information are subject to risks and uncertainties, and actual results, actions or events could differ materially from those stated in the FLS. FLS are not guarantees of future performance and are inherently based on many assumptions. Although the FLSs contained herein are based on what CI Global Asset Management considers to be reasonable assumptions, CI Global Asset Management cannot guarantee that actual results will be in accordance with these FLSs. The reader is urged to carefully consider FSL and not to place undue reliance on FSL. Unless required by applicable law, it is not undertaken, and specifically denied, that there is any intention or obligation to update or revise FLS, whether as a result of new information, future events or otherwise.

© 2021 Morningstar, Inc. All rights reserved. The information contained in this document: (1) is the property of Morningstar; (2) may not be copied or distributed; and (3) is not guaranteed to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses resulting from the use of this information. Past performance is no guarantee of future results.

Morningstar Rating applies only to Series F; other series may have different performance characteristics. Morningstar Ratings reflect performance as of July 31, 2021 and are subject to change on a monthly basis. Ratings are calculated using a fund’s three, five, and 10-year returns measured against 91-day T-bills and peer group returns. For each period, the top 10% of funds in a category are awarded five stars. The overall score is a weighted combination of the three, five and ten year scores. For details, see www.morningstar.ca.

CI Global Asset Management is a registered business name of CI Investments Inc. © CI Investments Inc. 2021. All rights reserved.

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Contacts

Murray Oxby
Vice-President, Corporate Communications
CI Global Asset Management
416-681-3254
[email protected]


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