Prices & Performance
Morningstar Rating data as of 2020-12-31 (Based on risk-adjusted performance)
Number of funds in category | |||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|
Name | Investment Type | Class/Series | Overall Morningstar RatingTM | 3 Y | 5 Y | 10 Y | Morningstar Category | Overall Number of funds in category | 3 Y | 5 Y | 10 Y |
Cambridge Asset Allocation Corporate Class | Balanced |
CAD
F
|
3 | 3 | 4 | Tactical Balanced | 339 | 339 | 235 | 59 | |
Cambridge Global High Income Fund | Balanced |
CAD
F
|
4 | 3 | 4 | Tactical Balanced | 339 | 339 | 235 | 59 | |
Sentry Balanced Yield Private Pool Class | Balanced |
CAD
F
|
4 | Canadian Neutral Balanced | 555 | 555 | 464 | 183 | |||
Sentry Global Balanced Yield Private Pool Class | Balanced |
CAD
F
|
4 | Global Neutral Balanced | 1352 | 1352 | 1018 | 402 | |||
Sentry U.S. Monthly Income Fund | Balanced |
CAD
F
|
4 | 4 | Global Equity Balanced | 1012 | 1012 | 780 | 315 | ||
Signature Canadian Balanced Fund | Balanced |
CAD
F
|
3 | 4 | 4 | Canadian Neutral Balanced | 555 | 555 | 464 | 183 | |
Signature Global Income & Growth Corporate Class | Balanced |
CAD
A
|
4 | 3 | 4 | Global Neutral Balanced | 1352 | 1352 | 1018 | 402 | |
Signature Global Income & Growth Corporate Class | Balanced |
CAD
F
|
4 | 4 | 5 | Global Neutral Balanced | 1352 | 1352 | 1018 | 402 | |
Signature Global Income & Growth Fund | Balanced |
CAD
A
|
4 | 4 | 4 | Global Neutral Balanced | 1352 | 1352 | 1018 | 402 | |
Signature Global Income & Growth Fund | Balanced |
CAD
F
|
4 | 4 | 5 | Global Neutral Balanced | 1352 | 1352 | 1018 | 402 | |
Black Creek Global Leaders Corporate Class | Equity |
CAD
A
|
3 | 4 | Global Equity | 1616 | 1616 | 1129 | 522 | ||
Black Creek Global Leaders Corporate Class | Equity |
CAD
F
|
3 | 4 | Global Equity | 1616 | 1616 | 1129 | 522 | ||
Black Creek Global Leaders Fund | Equity |
CAD
A
|
3 | 4 | 4 | Global Equity | 1616 | 1616 | 1129 | 522 | |
Black Creek Global Leaders Fund | Equity |
CAD
F
|
3 | 4 | 4 | Global Equity | 1616 | 1616 | 1129 | 522 | |
Cambridge Canadian Dividend Corporate Class | Equity |
CAD
F
|
4 | 4 | Canadian Dividend & Income Equity | 496 | 496 | 397 | 191 | ||
Cambridge Canadian Dividend Fund | Equity |
CAD
A
|
3 | 3 | 4 | Canadian Dividend & Income Equity | 496 | 496 | 397 | 191 | |
Cambridge Canadian Dividend Fund | Equity |
CAD
F
|
4 | 4 | 5 | Canadian Dividend & Income Equity | 496 | 496 | 397 | 191 | |
Cambridge Canadian Equity Corporate Class | Equity |
CAD
F
|
3 | 3 | 4 | Canadian Focused Equity | 596 | 596 | 457 | 215 | |
Cambridge Global Smaller Companies Corporate Class | Equity |
CAD
A
|
3 | 4 | Global Small/Mid Cap Equity | 263 | 263 | 181 | 57 | ||
Cambridge Global Smaller Companies Corporate Class | Equity |
CAD
F
|
3 | 4 | Global Small/Mid Cap Equity | 263 | 263 | 181 | 57 | ||
Cambridge Pure Canadian Equity Fund | Equity |
CAD
F
|
3 | 4 | Canadian Small/Mid Cap Equity | 192 | 192 | 178 | 101 | ||
CI Canadian Investment Corporate Class | Equity |
CAD
F
|
4 | 4 | 3 | Canadian Focused Equity | 596 | 596 | 457 | 215 | |
CI Canadian Investment Fund | Equity |
CAD
F
|
4 | 4 | 3 | Canadian Focused Equity | 596 | 596 | 457 | 215 | |
CI International Value Fund | Equity |
CAD
F
|
3 | 3 | 4 | International Equity | 551 | 551 | 376 | 207 | |
CI North American Dividend Fund | Equity |
CAD
A
|
5 | 4 | 5 | Canadian Dividend & Income Equity | 496 | 496 | 397 | 191 | |
CI North American Dividend Fund | Equity |
CAD
F
|
5 | 5 | 5 | Canadian Dividend & Income Equity | 496 | 496 | 397 | 191 | |
Sentry All Cap Income Fund | Equity |
CAD
A
|
3 | 3 | 4 | Canadian Focused Equity | 596 | 596 | 457 | 215 | |
Sentry All Cap Income Fund | Equity |
CAD
F
|
4 | 3 | 5 | Canadian Focused Equity | 596 | 596 | 457 | 215 | |
Sentry Canadian Equity Income Private Pool Class | Equity |
CAD
A
|
4 | Canadian Equity | 591 | 591 | 443 | 220 | |||
Sentry Canadian Equity Income Private Pool Class | Equity |
CAD
F
|
4 | Canadian Equity | 591 | 591 | 443 | 220 | |||
Sentry International Equity Income Private Pool Class | Equity |
CAD
F
|
4 | International Equity | 551 | 551 | 376 | 207 | |||
Signature Asian Opportunities Fund | Equity |
CAD
F
|
3 | 3 | 4 | Asia Pacific Equity | 59 | 59 | 48 | 27 | |
Signature Emerging Markets Corporate Class | Equity |
CAD
A
|
4 | 4 | 4 | Emerging Markets Equity | 228 | 228 | 157 | 77 | |
Signature Emerging Markets Corporate Class | Equity |
CAD
F
|
4 | 4 | 4 | Emerging Markets Equity | 228 | 228 | 157 | 77 | |
Signature Emerging Markets Fund | Equity |
CAD
A
|
4 | 4 | 4 | Emerging Markets Equity | 228 | 228 | 157 | 77 | |
Signature Emerging Markets Fund | Equity |
CAD
F
|
5 | 4 | 5 | Emerging Markets Equity | 228 | 228 | 157 | 77 | |
Signature Global Infrastructure Fund | Equity |
CAD
A
|
4 | 4 | 4 | Global Infrastructure Equity | 72 | 72 | 58 | 22 | |
Signature Global Infrastructure Fund | Equity |
CAD
F
|
5 | 5 | 4 | Global Infrastructure Equity | 72 | 72 | 58 | 22 | |
Signature Global REIT Class | Equity |
CAD
F
|
4 | 4 | Real Estate Equity | 117 | 117 | 95 | 49 | ||
Signature Global REIT Fund | Equity |
CAD
F
|
4 | 4 | 4 | Real Estate Equity | 117 | 117 | 95 | 49 | |
Signature Global Resource Corporate Class | Equity |
CAD
F
|
3 | 3 | 4 | Natural Resources Equity | 122 | 122 | 94 | 51 | |
Signature Global Resource Fund | Equity |
CAD
F
|
3 | 3 | 4 | Natural Resources Equity | 122 | 122 | 94 | 51 | |
Signature Preferred Share Fund | Equity |
CAD
A
|
4 | 4 | Preferred Share Fixed Income | 56 | 56 | 36 | 9 | ||
Signature Preferred Share Fund | Equity |
CAD
F
|
4 | 5 | Preferred Share Fixed Income | 56 | 56 | 36 | 9 | ||
Signature Select Canadian Fund | Equity |
CAD
F
|
3 | 4 | 4 | Canadian Focused Equity | 596 | 596 | 457 | 215 | |
Synergy American Fund | Equity |
CAD
F
|
4 | 4 | 3 | US Equity | 1341 | 1341 | 924 | 345 | |
Synergy Canadian Corporate Class | Equity |
CAD
F
|
4 | 4 | 4 | Canadian Focused Equity | 596 | 596 | 457 | 215 | |
Synergy Global Corporate Class | Equity |
CAD
F
|
4 | 3 | 4 | Global Equity | 1616 | 1616 | 1129 | 522 | |
Sentry Global Investment Grade Private Pool Class | Fixed Income |
CAD
A
|
5 | Global Fixed Income | 421 | 421 | 264 | 61 | |||
Sentry Global Investment Grade Private Pool Class | Fixed Income |
CAD
F
|
5 | Global Fixed Income | 421 | 421 | 264 | 61 | |||
Signature Canadian Bond Fund | Fixed Income |
CAD
F
|
4 | 3 | 4 | Canadian Fixed Income | 446 | 446 | 355 | 181 | |
Signature Core Bond Plus Fund | Fixed Income |
CAD
F
|
5 | 4 | Global Fixed Income | 421 | 421 | 264 | 61 | ||
Signature Corporate Bond Corporate Class | Fixed Income |
CAD
F
|
4 | 3 | 4 | High Yield Fixed Income | 416 | 416 | 302 | 81 | |
Signature Corporate Bond Fund | Fixed Income |
CAD
F
|
4 | 4 | 4 | High Yield Fixed Income | 416 | 416 | 302 | 81 | |
Signature Floating Rate Income Fund | Fixed Income |
CAD
A
|
4 | Floating Rate Loans | 99 | 99 | 77 | 4 | |||
Signature Floating Rate Income Fund | Fixed Income |
CAD
F
|
4 | Floating Rate Loans | 99 | 99 | 77 | 4 | |||
Signature High Yield Bond Corporate Class | Fixed Income |
CAD
F
|
3 | 4 | High Yield Fixed Income | 416 | 416 | 302 | 81 | ||
Signature High Yield Bond Fund | Fixed Income |
CAD
F
|
3 | 4 | High Yield Fixed Income | 416 | 416 | 302 | 81 | ||
Portfolio Series Balanced Fund | Portfolio Series |
CAD
F
|
3 | 3 | 4 | Global Neutral Balanced | 1352 | 1352 | 1018 | 402 | |
Portfolio Series Conservative Balanced Fund | Portfolio Series |
CAD
F
|
3 | 3 | 4 | Global Neutral Balanced | 1352 | 1352 | 1018 | 402 | |
Portfolio Series Growth Fund | Portfolio Series |
CAD
F
|
3 | 3 | 4 | Global Equity Balanced | 1012 | 1012 | 780 | 315 | |
Portfolio Series Income Fund | Portfolio Series |
CAD
F
|
3 | 3 | 5 | Global Fixed Income Balanced | 627 | 627 | 397 | 146 | |
Sentry Conservative Income Portfolio | Sentry Personal Pension Portfolios |
CAD
F
|
4 | 4 | Global Fixed Income Balanced | 627 | 627 | 397 | 146 | ||
Sentry Defensive Income Portfolio | Sentry Personal Pension Portfolios |
CAD
F
|
4 | Global Fixed Income Balanced | 627 | 627 | 397 | 146 |
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. 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 security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
© 2019 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 Ratings reflect performance as of 2020-12-31 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. 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.
Morningstar rates mutual funds from one to five stars based on how well they’ve performed (after adjusting for risk) in comparison to similar funds. Within each CIFSC category, the top 10% of funds receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% receive one star. Funds are rated for up to three time periods— three-, five-, and 10 years—and these ratings are combined to produce an overall rating. Funds with less than three years of history are not rated. Ratings are objective, based entirely on a mathematical evaluation of past performance. They’re a useful tool for identifying funds worthy of further research, but shouldn’t be considered buy or sell recommendations.
Please read important disclaimers and disclosure on each fund page found in the ci.com website.
© 2019 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 Ratings reflect performance as of 2020-12-31 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. 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.
Morningstar rates mutual funds from one to five stars based on how well they’ve performed (after adjusting for risk) in comparison to similar funds. Within each CIFSC category, the top 10% of funds receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% receive one star. Funds are rated for up to three time periods— three-, five-, and 10 years—and these ratings are combined to produce an overall rating. Funds with less than three years of history are not rated. Ratings are objective, based entirely on a mathematical evaluation of past performance. They’re a useful tool for identifying funds worthy of further research, but shouldn’t be considered buy or sell recommendations.
Please read important disclaimers and disclosure on each fund page found in the ci.com website.