Investor suitability

For those who:

  • want exposure to securities located anywhere in the world that exhibit strong environmental, social and governance (ESG) performance and that have a positive impact on the environment and society
  • want an ESG investment that does not have exposure to energy-related fossil fuel reserves
  • are investing for the medium and/or long term
  • can tolerate medium risk

Fund overview

The fund’s objective is to provide long-term capital growth by investing in a globally diversified portfolio of companies that have high environmental, social and governance (“ESG”) performance relative to their sector peers while further excluding companies focused on fossil fuels for energy purposes. To achieve its objective, the fund will invest all or substantially all of its assets in unhedged common units of CI First Asset MSCI World ESG Impact ETF


Fund facts (2020-06-30)

Inception date

2019-09-17

Asset class

Global Equity

Total # holdings

83

Number of issuers (equities)

2

Income distribution

Quarterly

Minimum investment

$500 initial / $25 additional