CI Global Asset Management Announces Risk Rating Changes for Two Funds
T: 416.364.1145 | 1.800.268.9374
15 York St., Second Floor, Toronto, Ontario M5J 0A3 |
ci.com
CI Global Asset Management Announces Risk Rating Changes for Two Funds
TORONTO ( July 28, 2026) – CI Global Asset Management (“CI GAM”) announces risk rating
changes for two mutual funds. The following changes are effective immediately and apply to all
series other than Series H, which is currently rated Medium and remains unchanged.
Fund Name New Risk Rating Previous Risk Rating
Invesco Global Balanced Class Medium Low-to-Medium
Invesco Global Balanced Fund Medium Low-to-Medium
The r
isk rating changes are based on the risk classification methodology mandated by the
Canadian Securities Administrators to determine the risk level of mutual funds, including ETFs. CI
GAM reviews the risk rating for each of the funds it manages at least on an annual basis, as well
as when a fund undergoes a material change. Th ese changes are the result of ongoing internal
reviews and not the result of any changes to the investment objectives, strategies or management
of the funds.
About CI Global Asset Management
CI Global Asset Management ( “CI GAM”) is one of Canada’s leading investment management
firms, providing a comprehensive suite of solutions – inc luding mutual funds, exchange- traded
funds and alternative investments – to help Canadians achieve their financial goals. Founded in
1965, CI GAM has built an enduring legacy of innovation, disciplined portfolio management and
commitment to investor success. We partner with financial advisors, wealth management firms
and institutions to serve more than 1.3 million investors. CI GAM is a subsidiary of Toronto-ba sed
CI Financial Corp ., a diversified global asset and wealth management company. For more
information, visit www.ci.com or follow us on LinkedIn.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund
investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values
change frequently, and past performance may not be rep eated.
This communication is intended for informational purposes only and does not constitute an offer to sell or
the solicitation of an offer to purchase mutual funds managed by CI Global Asset Management and is not,
and should not be construed as, investment, tax, legal or accounting advice, and should not be relied upon
in that regard. Every effort has been made to ensure that the material contained in this document is accurate
at the time of publication. Individuals should seek the advice of professionals, as appropriate, regarding any
particular investment. Investors should consult their professional advisors prior to implementing any
changes to their investment strategies. These investments may not be suitable to the circumstances of an
investor.
T: 416.364.1145 | 1.800.268.9374
15 York St., Second Floor, Toronto, Ontario M5J 0A3 |
ci.com
Invesco® and all associated trademarks are trademarks of Invesco Holding Company Limited, and used by
CI Global Asset Management under licence.
CI Global Asset Management is a registered business name of CI Investments Inc.
©CI Investments Inc. 2026. All rights reserved.
Contact:
Murray Oxby
Vice-President, Corporate Communications
CI Global Asset Management
416-681-3254