Key stats
About CI GLOBAL CLIMATE LEADERS FD CAD SER
Expense ratio
1.86%
Home page
Inception date
Jul 8, 2021
ISIN
CA17164Y1016
The fund actively manages a portfolio of companies anticipating profit increase from investing further in and focusing on decarbonization and climate change. It invests in firms across a variety of industries and countries without limits or constraints and targets those classified in the following sub-sectors: (i) clean energy, (ii) transport and batteries, (iii) buildings and efficiency, and (iv) packaging, waste, and water. The adviser utilizes a proprietary investment process by combining leveraged top-down thematic views along with bottom-up investing to generate key investment ideas and screen through quantitative and qualitative tests. ESG considerations are also integrated to provide additional evidence of relevant sustainability and in monitoring the portfolio. Companies focusing on short-term financial goals are typically excluded. The concentrated portfolio will generally consist of 15 to 25 securities.
Classification
What's in the fund
Exposure type
Industrial Services
Electronic Technology
Utilities
Producer Manufacturing
Stock breakdown by region