Lipper Fund Awards from Refinitiv 2020

CI Global Asset Management (CI GAM) has been honoured with nine Canada Lipper Fund Awards in recognition of its exceptional investment management and consistent performance relative to its peers.

The awards are an independent and uncompromised assessment of fund performance. During this year of global changes and challenges – health, climate, lifestyle and economics – we have not been distracted from our long-term goal of strong performance while monitoring and managing market reactions as they occur.

We are proud to have our work in the following funds recognized, because it means we delivered excellence to our clients.

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IMPORTANT DISCLAIMERS

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and exchange-traded fund (ETF) investments. Please read the prospectus before investing. 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.

About the Lipper Awards Methodology, the Refinitiv 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 Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a 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 Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.

Signature Global Infrastructure (Series A) was named Best Global Infrastructure Equity Fund for 3 years ending July 31, 2020 out of a classification total of 12 funds (3 years). Performance for the Fund for the period ended July 31, 2020 was 1.3% (1 year), 5.6% (3 years), 4.4% (5 years) and 9.7% (10 years).

Performance for the Fund for the period ended October 30, 2020 was -6.3% (1 year), 2.9% (3 years), 4.7% (5 years) and 8.2% (10 years). The corresponding Lipper Leader ratings for Consistent Return of the fund for the same period were: 3 (3 years), 4 (5 years) and 3 (10 years).

First Asset REIT Income (Class A) was named Real Estate Equity Fund for 5 years ending July 31, 2020, out of a classification total of 13 funds (5 years). Performance for the Fund for the period ended July 31, 2020 was -8.86% (1 year), 4.15% (3 years), 6.78% (5 years) and 10.34% (10 years).

Performance for the Fund for the period ended October 30, 2020 was -15.66% (year 1), 2.00% (3 years), 5.08% (5 years) and 9.91% (10 years). The corresponding Lipper Leader Consistent Return ratings of the fund for the same period were: 3 (3 years), 5 (5 years), and 4 (10 years).

Signature Global Technology Corporate Class (Series A) was named best in the Sector Equity category for 3- and 5-years ending July 31, 2020 out of a classification total of 20 funds (3 years) and 19 funds (5 years).

Performance for the Fund for the period ended July 31, 2020 was 42.6% (1 year), 26.1% (3 years), 20.7% (5 years) and 21.5% (10 years). Performance for the Fund for the period ended October 30, 2020 was 56.4% (1 year), 22.7% (3 years), 23.4% (5 years) and 20.8% (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 First Asset Morningstar Canada Momentum Index ETF was named Best Canadian Equity ETF for 3- and 5-years ending July 31, 2020 out of a category total of 29 funds (3 years). Performance for the Fund for the period ended July 31, 2020 was 7.55% (1 year), 12.04% (3 years), 6.65% (5 years) and N/A (10 years).

Performance for the Fund for the period ended October 30, 2020 was 6.28% (1 year), 8.31% (3 years), 7.82% (5 years) and N/A (10 years). The corresponding Lipper Leader ratings of the fund for the same period were: 5 (3 years), 5 (5 years), and N/A (10 years).

CI First Asset Energy Giants Covered Call ETF (CAD Hedged) was named Best Energy Equity ETF for 3- and 5-years ending July 31, 2020 out of a category total of 10 funds (3 years). Performance for the Fund for the period ended July 31, 2020 was -35.31% (1 year), -9.17% (3 years), 6.14% (5 years) and N/A (10 years).

Performance for the Fund for the period ended October 30, 2020 was -45.91% (1 year), -19.83% (3 years), -10.90% (5 years) and N/A (10 years). The corresponding Lipper Leader ratings of the fund for the same period were: 2 (3 years), 3 (5 years), and N/A (10 years).

CI First Asset Morningstar International Momentum Index ETF (Unhedged) was named International Equity ETF for 3 years ending July 31, 2020 out of a category total of 19 funds (3 years). Performance for the Fund for the period ended July 31, 2020 was 16.95% (1 year), 8.48% (3 years), 7.06% (5 years) and N/A (10 years).

Performance for the Fund for the period ended October 30, 2020 was 17.09% (1 year), 5.62% (3 years), 7.82% (5 years) and N/A (10 years). The corresponding Lipper Leader ratings of the fund for the same period were: 5 (3 years), 5 (5 years), and N/A (10 years).

CI Global Asset Management is a registered business name of CI Investments Inc.

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Published November 18, 2020