ESG – CI S&P 500 ESG Index ETF – ETF Investment Strategy | Morningstar

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Strategy

The Fund seeks to replicate, to the extent reasonably possible and before fees and expenses, the performance of the S&P 500® ESG Index (the “Index”), or any successor thereto, on a hedged basis. This Fund invests directly, or indirectly, primarily in equity securities of companies listed in the United States.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ESG.F	CI S&P 500 ESG Index ETF (CAD Hedged)	ETF	Open			Mar 5, 2020	CA$105.06M	—	Below Average	CA$0	−CA$10.37M
ESG	CI S&P 500 ESG Index ETF	ETF	Open			Mar 5, 2020	CA$1.14B	—	Below Average	CA$0	CA$444.91M

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