Fund Spotlight - Signature Corporate Bond Fund

All-weather, core credit solution

Signature Corporate Bond Fund is a flexible, tactically managed solution designed to protect capital, generate excess returns, and enhance yield through different market environments. The fund utilizes diversified alpha streams and a focus on managing risk that aims to produce attractive risk-adjusted returns. This all-weather portfolio combines bottom-up, fundamental credit analysis with Signature Global Asset Management's global macro-economic view, delivering a proven track record of outperformance through all parts of the business cycle.


Features and Key Benefits

  • tactical shift icon

    Flexibility to tactically shift 25% - 75% of fund assets between investment-grade corporate bonds and high-yield corporate bonds, depending on market environment

  • crossover bonds icon

    Focus on crossover bonds1 leads to better risk-adjusted returns

  • better risk-adjusted returns icon

    Strong asset allocation and security selection has led to better risk-adjusted performance compared to passive index-like solutions

Tactical Asset Allocation between Corporate Bonds


Source: Signature Global Asset Management, June 30, 2008 to June 30, 2020.

1Crossover bonds are corporate bonds that are rated near the dividing line between investment grade and high yield, usually defined as BBB and BB rated. Corporate bonds with these ratings have historically earned the best risk-adjusted returns.


Portfolio Performance % 1 Year 3 Year 5 Year 10 Year Since Inception
(July 15, 2003)
Signature Corporate Bond Fund Class F 0.4% 2.6% 3.7% 5.4% 5.3%

Source: CI Investments, as at June 30, 2020.

Additional Information



Speak to an advisor about how Signature Corporate Bond Fund may be right for your portfolio.


Advisors, please contact your CI Sales Team representative to learn more.

IMPORTANT DISCLAIMERS

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The indicated rates of return are the historical annual compounded total returns net of fees and expenses payable by the fund (except for figures of one year or less, which are simple total returns) including changes in security value and reinvestment of all dividends/distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

This document is provided as a general source of information and should not be considered personal, legal, accounting, tax or investment advice, or construed as an endorsement or recommendation of any entity or security discussed. Every effort has been made to ensure that the material contained in this document is accurate at the time of publication. Market conditions may change which may impact the information contained in this document. All charts and illustrations in this document are for illustrative purposes only. They are not intended to predict or project investment results. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Investors should consult their professional advisors prior to implementing any changes to their investment strategies.

Certain statements contained in this communication are based in whole or in part on information provided by third parties and CI has taken reasonable steps to ensure their accuracy. Market conditions may change which may impact the information contained in this document. The contents of this piece are intended for informational purposes only and not to be used or construed as an endorsement or recommendation of any entity or security discussed. These investments may not be suitable to the circumstances of an investor. Some conditions apply.

© 2020 Morningstar Research Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Morningstar Rating is for the Class F share class only; other classes may have different performance characteristics. Morningstar Ratings reflect performance as of June 30, 2020 and are subject to change monthly. The ratings are calculated from a fund’s 3, 5 and 10-year returns measured against 91-day Treasury bill and peer group returns. For each time period the top 10% of the funds in a category get five stars. The Overall Rating is a weighted combination of the 3, 5 and 10-year ratings. For greater detail see www.morningstar.ca.

The star ratings and number of High Yield Fixed Income category funds are as follows: overall – 4 stars; 3 years – 3 stars, 421 funds; 5 years – 4 stars, 281 funds; 10 years – 4 stars, 76 funds.

Signature Global Asset Management is a division of CI Investments Inc. Certain funds associated with Signature Global Asset Management are sub-advised by CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc.

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©CI Investments Inc. 2020. All rights reserved. “Trusted Partner in WealthTM” is a trademark of CI Investments Inc.

Published: August 5, 2020.