Morningstar

CI Munro Global Energy Transition Fund Series F

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day Return CA$21.58  /  +1.75 %
  • Fund Size CA$439.0M
  • Adjusted Expense Ratio —
  • Net Expense Ratio —
  • Fee Level: Distribution Below Average
  • Share Class Type —
  • Morningstar Category Global Equity
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment CA$500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 95%
NAV and 1-Day Return as of

Morningstar’s Analysis

Will CI Munro Global Energy Transition Fund Series F outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CI Munro Global Energy Transition Fund Series F’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CI Munro Global Energy Transition Fund Series F management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CI Munro Global Energy Transition Fund Series F’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

CI Munro Global Energy Trnstn Series F holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings

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  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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RWE AG Class A

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Clean Harbors Inc

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Johnson Controls International PLC Registered Shares

5.02 24M
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Contemporary Amperex Technology Co Ltd Ordinary Shares - Class H

4.15 20M
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