Caldwell-Lazard CorePlus Infrastructure Fund Trust UnitCaldwell-Lazard CorePlus Infrastructure Fund Trust UnitCaldwell-Lazard CorePlus Infrastructure Fund Trust Unit

Caldwell-Lazard CorePlus Infrastructure Fund Trust Unit

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Fund info


Issuer
Caldwell Financial Ltd.
Brand
Caldwell
Inception date
Aug 17, 2026
Structure
Canadian Mutual Fund Trust (ON)
Index tracked
No Underlying Index
Replication method
Physical
Management style
Active
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Primary advisor
Caldwell Investment Management Ltd.
ISIN
CA1290631037
CUSIP
129063103
FIGI
BBG024DNRP36
Identifiers
ISIN CA1290631037
The Caldwell-Lazard CorePlus Infrastructure Fund is designed for investors seeking a combination of income and capital appreciation by investing in infrastructure companies globally. The fund's approach is built around two complementary components that work together to balance stability with growth. The Core portfolio anchors the fund in leading infrastructure businesses including sectors such as utilities, transportation, and energy. Sectors characterized by relatively predictable, long-term revenue and cash flow streams. The Plus component allocates to companies outside traditional infrastructure classifications that are meaningfully positioned to benefit from powerful and evolving growth trends, including digital infrastructure, energy transition, and an accelerating global infrastructure investment cycle. This dynamic allocation allows the fund to capture emerging opportunities that a purely traditional infrastructure mandate might otherwise overlook.

Classification


Asset Class
Equity
Category
Sector
Focus
Theme
Niche
Infrastructure
Strategy
Active
Geography
Global
Weighting scheme
Proprietary
Selection criteria
Proprietary

Frequently asked questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
CPIF trades at 11.76 CAD today, its price has fallen −0.68% in the past 24 hours. Track more dynamics on CPIF price chart.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
No, CPIF isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
Yes, CPIF pays dividends to its holders with the dividend yield of 0.00%.
CPIF shares are issued by Caldwell Financial Ltd.
CPIF follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Aug 17, 2026.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.