A curated collection of investment solutions
CI Private Pools are designed to help simplify the complexities of wealth. These targeted strategies provide the opportunity to benefit from specialized portfolio manager expertise, while providing the ability to more fully customize your portfolio to your distinct goals and needs.
Specialized portfolio managers
CI Private Pool managers have been chosen for their strategic focus, consistent discipline and long-term track record of investing in Canada and around the world. They cover a wide spectrum of asset classes, geographic regions and investment styles, providing building blocks you can use to create more diversified—and customized—portfolios.
Choice, flexibility and simplicity
This carefully curated selection of actively managed domestic and global investment strategies is designed to help build and protect wealth. CI Private Pools currently offer:
- 17 private pools across geographies, investment styles and asset classes
- A low $5,000 minimum investment per private pool
- Highly competitive flat-fee solutions backed by extensive investment expertise
- Fixed income fees ranging from 0.45%-0.55%, balanced fee of 0.60% and equity fees ranging from 0.65%-0.70%1
- High-performing, 4- and 5-star rated options
1 For Series F version
OUR PRIVATE POOLS
Balanced
CI Global Asset Allocation Private Pool
Management fee (%): 0.60
Fixed Income
CI Canadian Fixed Income Private Pool
Management fee (%): 0.45
CI Investment Grade Bond Private Pool
Management fee (%): 0.55
CI Global High Yield Credit Private Pool
Management fee (%): 0.55
CI Global Unconstrained Bond Private Pool
Management fee (%): 0.55
CI Global Enhanced Government Bond Private Pool
Management fee (%): 0.55
Global Equity
CI Global Concentrated Equity Private Pool
Management fee (%): 0.70
CI Global Equity Alpha Private Pool
Management fee (%): 0.70
North American Equity
CI Canadian Dividend Private Pool
Management fee (%): 0.65
CI Canadian Equity Private Pool
Management fee (%): 0.65
CI U.S. Equity Private Pool
Management fee (%): 0.65
International Equity
CI International Equity Alpha Private Pool
Management fee (%): 0.70
CI International Equity Growth Private Pool
Management fee (%): 0.70
Real Assets
CI Global Infrastructure Private Pool
Management fee (%): 0.70
CI Global REIT Private Pool
Management fee (%): 0.70
CI Global Real Asset Private Pool
Management fee (%): 0.70
Small Cap Equity
CI Global Small/Mid Cap Equity Private Pool
Management fee (%): 0.70
RESOURCES
CAPABILITIES
CI Global Asset Management’s strength comes from our unique lineup of portfolio managers and the variety of expertise and experience that they provide.
ALTERNATIVE INVESTMENT INSIGHTS
Thought leaders and portfolio managers from across CI Global Asset Management offer insights into trends, and policies that are creating investment risks—and opportunities—for Alternatives.
Ernst & Young LLP is the auditor of the Canadian Reporting Issuer investment funds managed by CI Global Asset Management or its affiliates (the “Funds”). Ernst & Young LLP is independent with respect to the Funds in the context of the CPA Code of Professional Conduct of the Chartered Professional Accountants of Ontario. For the year ended March 31, 2024, fees paid or payable to Ernst & Young LLP and its network firms for audit services to the Funds were $2.2 million. Fees for other services were $0.4 million.
Contact
CI Global Asset Management is a registered business name of CI Investments Inc. © CI Investments Inc. 2024. All rights reserved.