Performance Summary
Past performance is not a reliable indicator of future performance
Source: Internal CI data reports, April 30, 2025
Inception date: 1 September 2008
*Annualised
Investment Objective
The objective of the fund is to outperform the benchmark over the long term. The Fund will be constructed with limited reference to the benchmark, and therefore the fund's returns may vary significantly from the Benchmark's return.
$100k Invested Since Inception (net)
Past performance is not a reliable indicator of future performance
Source: Internal CI data reports, April 30, 2025
Since Inception Returns in Up/Down Markets (Net)
Portfolio Snapshot
Source: Internal CI data reports, April 30, 2025
| name | region | subset |
|---|---|---|
| Frontier Communications Parent, Inc | North America | Turnarounds |
| Ryan Specialty Holdings, Inc. Class A | North America | Growth |
| London Stock Exchange Group plc | Europe | Stalwarts |
| Liberty Media Corp. Series C Liberty Forumula One | North America | Stalwarts |
| TKO Group Holdings Inc Class A | North America | Stalwarts |
Regional Exposure
Subsets of Value
Market Capitalisation
Sector Exposure
Further Information
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