Attention! Your browser may be out of date.

Please ensure you are using a current supported browser for the best and safest web experience. For more information click here.

CI Investments
Search:       Go
    Advanced Fund Search

Home About Us Contact Us CI Financial   Site Map Français
Client access
Advisor access
Products
Prices & Performance
Services
Portfolio Management
Tools and Calculators
Learning Centre
Careers
    MARKETS


 
    Related Businesses
 
CI Institutional Asset Management



   

 

CI Investments funds win 2017 Thomson Reuters Lipper Fund Awards

TORONTO, Nov. 9, 2017 /CNW/ - CI Investments Inc. ("CI") announced today that it has been honoured with six 2017 Thomson Reuters Lipper Fund Awards. The awards recognize funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers.

"Our six awards represent funds managed by four different investment teams, reflecting the diversity and strength of our portfolio management lineup," said Neal Kerr, Executive Vice-President, Investment Management at CI Investments. "We congratulate our portfolio managers for achieving this well-deserved recognition."

Signature Global Science & Technology Corporate Class won three awards, as it was the top fund over three, five and 10 years in the global equity category. The portfolio managers are Malcolm White and Jeremy Yeung of Signature Global Asset Management.

Portfolio Series Income Fund was the Lipper Fund Award winner in the global fixed income balanced category over 10 years. The fund, which is part of CI's Portfolio Series program, is managed by CI Multi-Asset Management, an in-house team of asset allocation experts led by Chief Investment Officer Alfred Lam.

Other winners were CI Global Small Companies Corporate Class in the global small/mid-cap equity category for the 10-year period, and CI Synergy Tactical Asset Allocation Fund in the tactical balanced category over five years. The portfolio managers are Epoch Investment Partners and Picton Mahoney Asset Management, respectively.

The 2017 Lipper Fund Awards for Canada were announced last night in Toronto.

About CI Investments – Canada's Investment Company
CI Investments 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 is a subsidiary of CI Financial Corp. (TSX: CIX), an independent, Canadian-owned wealth management firm with $185.8 billion in assets as of October 31, 2017.

The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence and highlight funds that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Lipper Fund Awards are based on the Lipper Ratings for Consistent Return, which is a risk-adjusted performance measure calculated over 36, 60 and 120 month periods. The highest 20% of funds in each category are named Lipper Leaders for Consistent Return and receive a score of 5, the next 20% receive a score of 4, the middle 20% are scored 3, the next 20% are scored 2 and the lowest 20% are scored 1. The highest Lipper Leader for Consistent Return in each category wins the Lipper Fund Award. Lipper Leader ratings change monthly. For more information, see www.lipperweb.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. CI Signature Global Science & Technology (Corporate Class A) was named Best Global Equity Fund over three, five and 10 years ending July 31, 2017 out of a category total of 209 funds (3 years), 175 funds (5 years) and 121 funds (10 years). Performance for the fund for the period ended September 30, 2017 was 27.8% (1 year), 20.3% (3 years), 23.4% (5 years) and 14.0% (10 years). The corresponding Lipper Leader ratings of the fund for the same period were: 5 (3 years), 5 (5 years) and 5 (10 years). CI Synergy Tactical Asset Allocation (Class A) was named Best Tactical Balanced Fund for five years ending July 31, 2017, out of a category total of 28 funds. Performance for the fund for the period ended September 30, 2017 was 8.6% (year 1), 4.6%% (3 years), 8.7%% (5 years) and 4.5%% (10 years). The corresponding Lipper Leader ratings of the fund for the same period were: 4 (3 years), 5 (5 years), and 3 (10 years). CI Global Small Companies (Corporate Class A) was named Best Global Small/Mid cap Equity Fund for 10 years ending July 31, 2017 out of a category total of 17 funds. Performance for the fund for the period ended September 30, 2017 was 9.9% (1 year), 10.5% (3 years), 14.2% (5 years) and 6.5% (10 years). The corresponding Lipper Leader ratings of the fund for the same period were: 4 (3 years), 3 (5 years) and 4 (10 years). CI Portfolio Series Income (Class A) was named Best Global Fixed Income Balanced fund for 10 years ending July 31, 2017 out of a category total of 16 funds. Performance for the fund for the period ended September 30, 2017 was 0.8% (1 year), 3.8% (3 years), 5.4% (5 years) and 5.1% (10 years). The corresponding Lipper Leader ratings of the fund for the same period were: 3 (3 years), 3 (5 years), and 4 (10 years).

SOURCE CI Financial Corp.


 
  Privacy & Security | Legal   Funds mentioned on this website are available to Canadian residents only. © 2017 CI Financial Corp.