CI Global Asset Management Closes the Market

Executive Summary

• CI Global Asset Management launched three new CI Target Maturity Investment Grade Bond Funds (2028, 2029, 2030) on the Toronto Stock Exchange.
• The funds provide exposure to Canadian‑dollar investment‑grade corporate bonds with defined maturity dates and active management for income and duration control.
• Both mutual fund and ETF structures are offered, expanding CI GAM’s lineup of 88 ETFs (≈ $23 billion AUM as of July 31 2025).

Key Details

• Funds launched:
• CI Target 2028 Investment Grade Bond Fund – TSX ticker CTMA
• CI Target 2029 Investment Grade Bond Fund – TSX ticker CTMB
• CI Target 2030 Investment Grade Bond Fund – TSX ticker CTMC
• Management team: John Shaw (SVP, Portfolio Manager), Derek Tucker (VP, Portfolio Manager), Jason Anderson (Senior Analyst).
• Investment focus: Canadian‑dollar denominated investment‑grade corporate bonds.
• Structure: Available as both mutual funds and exchange‑traded funds (ETFs).
• Objective: Provide regular income with a defined maturity outcome; combine set maturity dates with active, diversified management for short‑to‑medium‑term investors seeking income and duration management.
• CI GAM context: One of Canada’s largest ETF providers, managing approximately $23 billion in ETF assets (as of July 31 2025) across 88 ETFs covering a broad range of strategies (beta, smart beta, asset allocation, managed volatility, actively managed, liquid alternatives, digital assets, covered calls, cash management, ESG, etc.).

Notable Quotes

No direct quotes were provided in the release.