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CI Institutional Asset Management

Award-winning Performance

CI Investments and its portfolio managers continue to receive extensive industry recognition for performance and quality.

Morningstar Awards

50 Morningstar Awards in the past 15 years. Fund awards are determined by a jury of Morningstar and industry analysts based on a combination of qualitative and quantitative factors, including performance. Winners include:

  • Eric Bushell, Chief Investment Officer, Signature Global Asset Management – Morningstar Fund Manager of the Decade, 2010, and Morningstar Equity Fund Manager of the Year, 2009
  • CI Investments – Advisors' Choice Fund Company of the Year, 2005, and Analysts' Choice Fund Company of the Year, 2006, 2007 and 2009.
  • Richard Jenkins, 2015 Managing Director and Portfolio Manager, Black Creek Investment Management Inc. – Foreign Equity Fund Manager of the Year
  • Stephen Groff, Principal and Portfolio Manager, Cambridge Global Asset Management – Breakout Fund Manager of the Year, 2015
  • Greg Dean, Principal and Portfolio Manager, Cambridge Global Asset Management – Breakout Fund Manager of the Year, 2015

Fund Awards

Portfolio Select Series – 2013
Portfolio Series – 2011, 2012

Thomson Reuters Lipper Fund Awards

54 awards since 2007, when Lipper Fund Awards started in Canada. The awards recognize funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers.

Fundata FundGrade® A+ Awards

Following CI’s award winning tradition, CI Investments had won 32 FundGrade® A+ Awards at the 2015 “Evening of Excellence” – more than any other fund company for the third consecutive year. The award recognizes consistent, outstanding risk-adjusted performance over a calendar year. In addition, CI received 15 FundGrade® A+ Awards in each of 2011 and 2012, 21 awards in 2013 and 29 awards in 2014.

For a list of all of the winners, including the individual funds recognized at CI, please visit: http://www.fundgradeawards.com/Awards.aspx.

 

Morningstar Awards © Morningstar Inc. All Rights Reserved.. Awarded to Black Creek International Equity Fund for Best International Equity Fund 2013; and to CI American Value Fund for Best U.S Equity Pooled Fund 2005, 2006, 2007, and for Best US Equity Fund 2009; and to CI Canadian Investment Fund for Best Canadian Equity 2004; and to CI Global Health Sciences Corporate Class for Best Specialty Equity Fund 2013 and 2014; and to CI Global Science & Technology Corporate Class for Best Science and Technology Equity Fund 2010 and 2009; and to Harbour Fund for Best Canadian Equity 2002 and 2008; and to Harbour Growth & Income Fund for Best Canadian Balanced Fund 2006 and 2008; and to Portfolio Select Series, Best Fund of Funds 2013 and to Portfolio Series, Best Fund of Funds, 2012 and 2011; and to Signature Canadian Balanced Fund for Best Canadian Balanced Fund 2007 and 2009; and to Signature Dividend Fund for Best Dividend Fund 2001, 2002, 2009; and to Signature Global Resource Fund for Best Natural Resource Equity Fund 2008 and 2009; and to Signature High Income Fund for Best Global Balanced Fund, 2012, 2011, 2010, and for Best Canadian Income Trust Fund, 2004; and to Signature Income & Growth Fund for Best Global Balanced Fund 2008; and to Signature Select Canadian Fund for Best Canadian Equity Fund 2001.

The Lipper Fund Awards, granted annually, are part of the Thomson Reuters Awards for Excellence awarded by Lipper, Inc. 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.

Portfolio Series Income Fund (Class A) was the winner in the global fixed-income balanced category for the five-year period ending July 31, 2014 out of a total of 23 funds. Performance for the fund for the period ended October 31, 2014 was 7.7% (1 year), 7.5% (3 years), 7.3% (5 years) and 5.6% (10 years). The corresponding Lipper Leader ratings of the fund for the same period were: N/A (1 year), 3 (3 years), 4 (5 years) and 4 (10 years). CI Can-Am Small Cap Corporate Class (Class A) was the winner in the Canadian focused small/mid-cap equity category for the 10-year period ending July 31, 2014 out of a total of 14 funds. Performance for the fund for the period ended October 31, 2014 was 10.0% (1 year), 16.3% (3 years), 13.7% (5 years) and 10.7% (10 years). The corresponding Lipper Leader ratings of the fund for the same period are as follows: N/A (1 year), 4 (3 years), 4 (5 years) and 3 (10 years).

The FundGrade A+ ratings are provided by Fundata, an investment funds data and analytics company. They are based on the FundGrade methodology, which ranks funds based on risk-adjusted returns relative to their peers within their respective categories over the two, four, six and eight-year periods. The top 10% of funds within a category receive an A. FundGrade rankings change monthly. The FundGrade A+ ratings are awarded to funds that maintained high FundGrade scores throughout the calendar year and are meant to recognize consistent strong performance. For more information, please visit www.fundata.com.


 
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