Morningstar

CI Munro Global Energy Transition Fund Series FH

Morningstar Medalist Rating
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Medalist Rating as of
  • NAV / 1-Day Return $21.60  /  +1.75 %
  • Fund Size $312.7M
  • 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 $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 FH 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 FH’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 FH 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 FH’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 FH 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
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% Portfolio Weight
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