Overview

Quick Facts

Daily Price

$18.5851
-0.18% (-$0.03)
April 01, 2026

Summary Stats

Asset Class Tactical Balanced
Risk Low to Medium
MER 1 2.85%
Net Assets $18.73 M
Inception Date October 31, 2012
Fund Status Open
Geographic Allocation
A map of the world.
A map of the world.

Geographic Allocation

A map of the world.
A map of the world.

Growth of $10,000

A chart thumbnail displaying change in value of $10,000 invested in this fund.
A chart thumbnail displaying change in value of $10,000 invested in this fund. 

Underlying Fund

CI Cambridge Asset Allocation Fund

Underlying Fund Manager

CI Investments Inc.

Investment Objective

This fund’s objective is to achieve a superior total investment return by investing, directly or indirectly, in a combination of primarily Canadian equity and fixed income securities. Indirect investments may include convertible securities, derivatives, equity-related securities and securities of other mutual funds.

Fund Codes

FE BE LL NLCB4 NLCB2 F-Class Elite FE Elite BE Elite LL
MGF53900 MGF55200 MGF56300
Fund Status SWO SWO SWO
MGF3900 MGF5200 MGF6300
Fund Status ADO SWO SWO
MGF54900
Fund Status Open
MGF59900 MGF51100 MGF53200 MGF55000 MGF55900
Fund Status Open SWO SWO SWO Open
MGF4900
Fund Status Open
MGF9900 MGF1100 MGF3200 MGF5000 MGF5900
Fund Status Open SWO SWO SWO Open

InvestmentPlus 75/100 (Elite)

FE
BE
LL
NLCB4
NLCB2
F-Class
Elite FE MGF53900 SWO
Elite BE MGF55200 SWO
Elite LL MGF56300 SWO

InvestmentPlus 75/75 (Elite)

FE
BE
LL
NLCB4
NLCB2
F-Class
Elite FE MGF3900 ADO
Elite BE MGF5200 SWO
Elite LL MGF6300 SWO

InvestmentPlus 75/100 (F-Class)

FE
BE
LL
NLCB4
NLCB2
F-Class MGF54900 Open
Elite FE
Elite BE
Elite LL

InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB)

FE MGF59900 Open
BE MGF51100 SWO
LL MGF53200 SWO
NLCB4 MGF55000 SWO
NLCB2 MGF55900 Open
F-Class
Elite FE
Elite BE
Elite LL

InvestmentPlus 75/75 (F-Class)

FE
BE
LL
NLCB4
NLCB2
F-Class MGF4900 Open
Elite FE
Elite BE
Elite LL

InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) (selected)

FE MGF9900 Open
BE MGF1100 SWO
LL MGF3200 SWO
NLCB4 MGF5000 SWO
NLCB2 MGF5900 Open
F-Class
Elite FE
Elite BE
Elite LL
FE BE LL NLCB4 NLCB2 F-Class Elite FE Elite BE Elite LL
InvestmentPlus 75/100 (Elite) MGF53900 MGF55200 MGF56300
Fund Status SWO SWO SWO
InvestmentPlus 75/75 (Elite) MGF3900 MGF5200 MGF6300
Fund Status ADO SWO SWO
InvestmentPlus 75/100 (F-Class) MGF54900
Fund Status Open
InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB) MGF59900 MGF51100 MGF53200 MGF55000 MGF55900
Fund Status Open SWO SWO SWO Open
InvestmentPlus 75/75 (F-Class) MGF4900
Fund Status Open
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) MGF9900 MGF1100 MGF3200 MGF5000 MGF5900
Fund Status Open SWO SWO SWO Open

Performance ±

Growth Chart

Jump to Range
Total return for this timeframe
Growth Chart

Compound Returns (%)

1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
3.20 2.20 5.75 2.74 5.97
3.25 2.36 6.12 2.83 6.91 9.43 5.02 4.64 5.71
3.20 2.19 5.77 2.72 6.16
3.17 2.10 5.66 2.66 5.87
3.28 2.45 6.30 2.88 7.28 9.79 5.33 4.95 6.13
3.20 2.19 5.78 2.72 6.21 8.70 4.29 3.91 5.00

InvestmentPlus 75/100 (Elite)

1 month 3.20
3 months 2.20
6 months 5.75
YTD 2.74
1 year 5.97
3 years
5 years
10 years
Inception

InvestmentPlus 75/75 (Elite)

1 month 3.25
3 months 2.36
6 months 6.12
YTD 2.83
1 year 6.91
3 years 9.43
5 years 5.02
10 years 4.64
Inception 5.71

InvestmentPlus 75/100 (F-Class)

1 month 3.20
3 months 2.19
6 months 5.77
YTD 2.72
1 year 6.16
3 years
5 years
10 years
Inception

InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB)

1 month 3.17
3 months 2.10
6 months 5.66
YTD 2.66
1 year 5.87
3 years
5 years
10 years
Inception

InvestmentPlus 75/75 (F-Class)

1 month 3.28
3 months 2.45
6 months 6.30
YTD 2.88
1 year 7.28
3 years 9.79
5 years 5.33
10 years 4.95
Inception 6.13

InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB)

1 month 3.20
3 months 2.19
6 months 5.78
YTD 2.72
1 year 6.21
3 years 8.70
5 years 4.29
10 years 3.91
Inception 5.00
1 month 3 months 6 months YTD 1 year 3 years 5 years 10 years Inception
InvestmentPlus 75/100 (Elite) 3.20 2.20 5.75 2.74 5.97
InvestmentPlus 75/75 (Elite) 3.25 2.36 6.12 2.83 6.91 9.43 5.02 4.64 5.71
InvestmentPlus 75/100 (F-Class) 3.20 2.19 5.77 2.72 6.16
InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB) 3.17 2.10 5.66 2.66 5.87
InvestmentPlus 75/75 (F-Class) 3.28 2.45 6.30 2.88 7.28 9.79 5.33 4.95 6.13
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) (selected) 3.20 2.19 5.78 2.72 6.21 8.70 4.29 3.91 5.00

Calendar Returns (%)

2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
4.02
17.93 10.42 4.28 6.82 2.33 -4.35 12.44 2.81 10.24 -14.86 10.36 13.81 4.98
4.23
3.98
18.76 11.27 5.12 7.40 2.62 -4.13 12.71 3.04 10.48 -14.65 10.65 14.23 5.35
17.35 9.71 3.68 6.13 1.65 -5.05 11.62 2.04 9.42 -15.48 9.56 13.09 4.30

InvestmentPlus 75/100 (Elite)

2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025 4.02

InvestmentPlus 75/75 (Elite)

2012
2013 17.93
2014 10.42
2015 4.28
2016 6.82
2017 2.33
2018 -4.35
2019 12.44
2020 2.81
2021 10.24
2022 -14.86
2023 10.36
2024 13.81
2025 4.98

InvestmentPlus 75/100 (F-Class)

2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025 4.23

InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB)

2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025 3.98

InvestmentPlus 75/75 (F-Class)

2012
2013 18.76
2014 11.27
2015 5.12
2016 7.40
2017 2.62
2018 -4.13
2019 12.71
2020 3.04
2021 10.48
2022 -14.65
2023 10.65
2024 14.23
2025 5.35

InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB)

2012
2013 17.35
2014 9.71
2015 3.68
2016 6.13
2017 1.65
2018 -5.05
2019 11.62
2020 2.04
2021 9.42
2022 -15.48
2023 9.56
2024 13.09
2025 4.30
2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
InvestmentPlus 75/100 (Elite) 4.02
InvestmentPlus 75/75 (Elite) 17.93 10.42 4.28 6.82 2.33 -4.35 12.44 2.81 10.24 -14.86 10.36 13.81 4.98
InvestmentPlus 75/100 (F-Class) 4.23
InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB) 3.98
InvestmentPlus 75/75 (F-Class) 18.76 11.27 5.12 7.40 2.62 -4.13 12.71 3.04 10.48 -14.65 10.65 14.23 5.35
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) (selected) 17.35 9.71 3.68 6.13 1.65 -5.05 11.62 2.04 9.42 -15.48 9.56 13.09 4.30

Portfolio Allocation as of January 31, 2026

Asset Allocation (%)

Asset Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Asset Allocation pie chart.
Name Weight %
Equities 57.60
Fixed income 36.38
Mutual funds 4.23
Cash and equivalents 2.46

Geographic Allocation (%)

Geographic Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Geographic Allocation pie chart.
Name Weight %
Canada 82.58
United States 14.67
Bermuda 1.34
Italy 0.42
Japan 0.39
France 0.31
Jersey Channel Islands 0.09
United Kingdom 0.09
Europe 0.06
Ireland 0.05
Other 0.01

Sector Allocation (%)

Sector Allocation pie chart. See following table for detailed information. The pie slices display the relative value of each table entry.

Sector Allocation pie chart.
Name Weight %
Financials 35.05
Industrials 15.09
Materials 13.24
Energy 8.81
Information tech. 7.65
Consumer staples 5.77
Utilities 5.48
Cons. discrectionary 4.70
Communication serv. 1.84
Real Estate 1.84
Health care 0.54

Fixed Income Allocation (%)

Fixed Income Allocation table combined with a bar chart. The bars are under each row, representing the relative value of each table entry.

Canadian government bonds 29.93
Canadian Corporate Bonds 20.72
Canadian provincial bonds 20.38
Canadian investment grade bonds 16.45
Canadian municipal bonds 2.56
Preferred stocks 1.97
U.S. Corporate Bonds 1.86
Canadian Mortgage-backed Securities 1.24
Securitized 1.15
U.S. investment grade bonds 1.12
Other 2.63

Top 10 Holdings (%)

Name Weight %
Agnico-Eagle Mines Ltd. 3.82
Manulife Financial Corporation 3.13
Brookfield Corporation Vtg Shs Cl A 2.95
Royal Bank of Canada 2.84
Fairfax Financial Holdings Ltd. Sub Vtg 2.52
Loblaw Cos. Ltd. 2.17
Barrick Gold Corporation 2.10
Shopify Inc. Cl A Sub Vtg Shs 2.03
WSP Global Inc. 2.03
Sun Life Financial Inc. 1.93

Historical Net Asset Values

Fees

 
InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB)
InvestmentPlus 75/100 (F-Class)
InvestmentPlus 75/100 (Elite)
InvestmentPlus 75/75 (F-Class)
InvestmentPlus 75/75 (Elite)
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) (selected)
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
2.90 0.00 3.23
1.90 0.00 2.12
2.35 0.00 2.62
1.12 0.00 1.86
1.27 0.00 2.21
1.89 0.00 2.85

InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB)

Management Fee (%) 2.90
Insurance Fee (%) 0.00
Management Expense Ratio (%) 3.23

InvestmentPlus 75/100 (F-Class)

Management Fee (%) 1.90
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.12

InvestmentPlus 75/100 (Elite)

Management Fee (%) 2.35
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.62

InvestmentPlus 75/75 (F-Class)

Management Fee (%) 1.12
Insurance Fee (%) 0.00
Management Expense Ratio (%) 1.86

InvestmentPlus 75/75 (Elite)

Management Fee (%) 1.27
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.21

InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB)

Management Fee (%) 1.89
Insurance Fee (%) 0.00
Management Expense Ratio (%) 2.85
Management Fee (%) Insurance Fee (%) Management Expense Ratio (%)
InvestmentPlus 75/100 (Elite) 2.35 0.00 2.62
InvestmentPlus 75/100 (F-Class) 1.90 0.00 2.12
InvestmentPlus 75/100 (Front-end, Back-end, Low-load, No-load with CB) 2.90 0.00 3.23
InvestmentPlus 75/75 (Elite) 1.27 0.00 2.21
InvestmentPlus 75/75 (F-Class) 1.12 0.00 1.86
InvestmentPlus 75/75 (Front-end, Back-end, Low-load, No-load with CB) (selected) 1.89 0.00 2.85