CI Global Asset Management Launches Momentum-Focused Canadian Equity Fund
Event summary
- CI Global Asset Management launched the CI Morningstar Canada Momentum Index Fund on September 29, 2026.
- The fund invests primarily in Common Units of the CI Morningstar Canada Momentum Index ETF (TSX: WXM).
- Management fees are 1.55% for Series A and 0.55% for Series F and P.
- The fund has a risk rating of Medium.
The big picture
CI Global Asset Management is expanding its Canadian equity fund lineup with a momentum strategy that has shown strong performance over the past decade. This move aligns with the firm's focus on providing diversified exposure to Canadian equities, leveraging Morningstar's index methodology. The launch comes at a time when the Canadian market is characterized by resilient economic conditions and growing corporate earnings, which could support the fund's investment strategy.
What we're watching
- Performance Sustainability
- Whether the fund can maintain its strong long-term performance given the current economic conditions.
- Market Trends
- How the fund's momentum strategy will adapt to potential shifts in market leadership.
- Competitive Positioning
- The pace at which CI GAM can differentiate this fund from existing Canadian equity offerings.