CI Global Asset Management Expands Canadian Equity Fund Lineup with Proven Momentum Strategy
CI Global Asset Management launched CI Morningstar Canada Momentum Index Fund, a mutual fund wrapper that gains exposure by investing in units of the TSX-listed CI Morningstar Canada Momentum Index ETF (WXM). The underlying momentum strategy posted 1-year, 3-year, 5-year and 10-year returns of 37.9%, 24.2%, 18.3% and 13.7% through December 31, 2025, and won a 2025 FundGrade A+ award in the Canadian equity category out of 166 funds.
Key figures
- Performance 1yr
- 37.9%
- Performance 3yr
- 24.2%
- Performance 5yr
- 18.3%
- Performance 10yr
- 13.7%
- Management fee series a
- 1.55%
- Management fee series f p
- 0.55%
AI analysis
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