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Cambridge Global Smaller Companies Corporate Class I CAD Inc (0P00013Z28.TO)

Toronto - Toronto Delayed Price. Currency in CAD
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21.06-0.00 (-0.02%)
At close: 03:00PM EST

Cambridge Global Smaller Companies Corporate Class I CAD Inc

2 Queen Street East,20th Floor

TORONTO A6 M5C 3G7

800-792-9355
Management Information
Greg Dean,Lead Manager since July 28, 2014
Greg Dean, Analyst and Portfolio Manager, has six years of investment management experience. Prior to joining CI, Mr. Dean was a research analyst at Fidelity Investments from 2008-2011. Mr. Dean joined Cambridge Global Asset Management as a research analyst in 2011 covering global energy, consumer and infrastructure sectors. Mr. Dean holds a Bachelor of Mathematics from the University of Waterloo, a BBA from Wilfrid Laurier University and the CFA designation. He was named one of the TopGun Investment Minds by Brendan Wood International in 2012 and 2013.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryGlobal Small/Mid Cap Equity
Fund FamilyCI Investments Inc
Net Assets745.35M
YTD Return10.23%
Yield0.30%
Morningstar RatingN/A1
Inception DateJul. 28, 2014

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover125.58%
Average for CategoryN/A

Fees & Expenses

Expense0P00013Z28.TOCategory Average
Annual Report Expense Ratio (net)0.00%1.83%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/AN/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A