CI Global Asset Management’s Outstanding Investment Performance Recognized at 2026 Lipper Fund Awards

TORONTO--(BUSINESS WIRE)--CI Global Asset Management (“CI GAM”) has been honoured for investment excellence, winning 10 LSEG Lipper Fund Awards for Canada for 2026. The annual awards highlight mutual funds and exchange-traded funds that have provided consistently strong risk-adjusted performance, relative to peers.

“Once again, CI GAM investment funds have won top honours for performance across a variety of asset classes, geographies and investment categories, including both actively managed and factor-based strategies,” said Marc-André Lewis, President and Chief Investment Officer of CI GAM. “This diversity of winning funds reflects the depth of portfolio management expertise and broad selection of high-quality investment options available in the CI GAM lineup.

“Furthermore, these prestigious awards reflect our commitment to delivering strong results to our clients.”

Starting this year, the LSEG Lipper Fund Awards have evaluated Canadian investment funds within Active and Passive universes, replacing the former mutual fund and ETF universes. CI GAM’s winning investment funds are listed below, along with the Canadian Investment Funds Standards Committee (“CIFSC”) category and time period for each award.

Active award winners	CIFSC category	Performance period award(s)
CI Global Energy Corporate Class (Series F)	Energy Equity	5 and 10 years
CI Invesco RAFI Global Small-Mid ETF (USD Units) (TSX: PZW.U) (formerly Invesco RAFI Global Small-Mid ETF)	Global Small/Mid Cap Equity	10 years
CI Munro Global Energy Transition Fund (Series FH) (formerly CI Global Climate Leaders Fund)	Global Equity	3 and 5 years
Invesco Canadian Premier Balanced Fund (Series F)	Canadian Neutral Balanced	5 years
Invesco ESG Canadian Core Plus Bond ETF (CAD Units) (TSX: BESG)	Canadian Core Plus Fixed Income	3 years

Passive award winners	CIFSC category	Performance period award(s)
CI Morningstar Canada Value Index ETF (Common Units) (TSX: FXM)	Canadian Equity	10 years
CI Morningstar International Value Index ETF (Unhedged Common Units) (TSX: VXM.B)	International Equity	3 years
CI Morningstar International Value Index ETF (Hedged Common Units) (TSX: VXM)	International Equity	5 years

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 – including 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-based 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 an investment in mutual fund and exchange-traded funds (ETFs). Please read the prospectus before investing. Important information about mutual funds and ETFs is contained in their respective prospectus. The indicated rates of return are the historical annual compound total returns net of fees and expenses payable by the fund (except for figures of one year or less, which are simple total returns) including changes in security value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds and ETFs are not guaranteed, their values change frequently, and past performance may not be repeated. You will usually pay brokerage fees to your dealer if you purchase or sell units of an ETF on recognized Canadian exchanges. If the units are purchased or sold on these Canadian exchanges, investors may pay more than the current net asset value when buying units of the ETF and may receive less than the current net asset value when selling them. Returns of the Index do not represent the ETF’s returns. An investor cannot invest directly in the Index. Performance of the ETF is expected to be lower than the performance of the Index.

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.

Morningstar^® is a registered trademark of Morningstar, Inc. (“Morningstar”) Morningstar^® Canada Target Value Index^TM and the Morningstar^® Developed Markets ex-North America Target Value Index^TM (the “Index”) are service marks of Morningstar and have been licensed for use for certain purposes by CI Global Asset Management (“CI GAM”). The securities of each of the CI Morningstar ETFs (the “ETFs”) are not in any way sponsored, endorsed, sold or promoted by Morningstar or any of its affiliates (collectively, ‘‘Morningstar’’), and Morningstar makes no representation or warranty, express or implied regarding the advisability of investing in securities generally or in the ETFs particularly or the ability of the Index to track general market performance.

The applicable RAFI index is a service mark of RAFI Indices, LLC or its affiliates and is licensed for use by CI Global Asset Management. The Product is not sponsored, endorsed, sold or promoted by RAFI or its agents. RAFI makes no representation regarding the advisability of investing in the ETF. In no event will RAFI and its agents be liable for any damages, including direct, indirect, special, punitive and consequential damages (including lost profits) with respect to the Product or Index.

Invesco^® and all associated trademarks are trademarks of Invesco Holding Company Limited, and used by CI Global Asset Management under licence.

Munro Partners is a portfolio sub-advisor to certain funds offered and managed by CI Global Asset Management.

The CI Exchange-Traded Funds are managed by CI Global Asset Management, a wholly owned subsidiary of CI Financial Corp.

CI Global Asset Management is a registered business name of CI Investments Inc.

About the Lipper Methodology

The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed by LSEG Lipper.

Performance data – Active winners

CI Global Energy Corporate Class (Series F) was awarded the 2026 LSEG Lipper Fund Award in the Energy Equity category for 5 and 10 years ending July 31, 2026, out of a classification total of 12 funds. Performance for the Fund for the period ended September 30, 2026 for Series F: 44.1% (1 year), 19.2% (3 years), 24.1% (5 years) and 10.3% (10 years).

CI Invesco RAFI Global Small-Mid ETF (formerly Invesco RAFI Global Small-Mid ETF) (USD Units; TSX: PZW.U) was awarded the 2026 LSEG Lipper Fund Award in the Global Small/Mid Cap Equity category for 10 years ending July 31, 2026, out of a classification total of 20 funds. Performance for the ETF for the period ended September 30, 2026: 15.7% (1 year), 18.8% (3 years), 8.1% (5 years) and 9.5% (10 years).

CI Munro Global Energy Transition Fund (formerly CI Global Climate Leaders Fund (Series FH) was awarded the 2026 LSEG Lipper Fund Award in the Global Equity category for 3 and 5 years ending July 31, 2026, out of a classification total of 267 and 231 funds, respectively. Performance for the Fund for the period ended September 30, 2026 for Series FH: 23.9% (1 year), 40.5% (3 years), 21.1% (5 years) and 20.1% (since inception; 2021-07-09).

Invesco Canadian Premier Balanced Fund (Series F) was awarded the 2026 LSEG Lipper Fund Award in the Canadian Neutral Balanced category for 5 years ending July 31, 2026, out of a classification total of 44 funds. Performance for the fund for the period ended September 30, 2026: 13.0% (1 year), 17.4% (3 years), 10.7% (5 years) and 7.9% (10 years).

Invesco ESG Canadian Core Plus Bond ETF (CAD Units; TSX: BESG) was awarded the 2026 LSEG Lipper Fund Award in the Canadian Core Plus Fixed Income category for 3 years ending July 31, 2026, out of a classification total of 28 funds. Performance for the ETF for the period ended September 30, 2026: -1.2% (1 year), 6.0% (3 years), 0.6% (5 years) and 1.4% (10 years).

Performance data – Passive winners

CI Morningstar Canada Value Index ETF (Common Units; TSX: FXM) was awarded the 2026 LSEG Lipper Fund Award in the Canadian Equity category for 10 years ending July 31, 2026, out of a classification total of 22 funds. Performance for the ETF for the period ended September 30, 2026: 29.5% (1 year), 30.2% (3 years), 18.3% (5 years) and 14.7% (10 years).

CI Morningstar International Value Index ETF (Unhedged Common Units; TSX: VXM.B) was awarded the 2026 LSEG Lipper Fund Award in the International Equity category for 3 years ending July 31, 2026, out of a classification total of 39 funds. Performance for the ETF for the period ended September 30, 2026: 26.3% (1 year), 29.7% (3 years), 19.0% (5 years) and 11.8% (10 years).

CI Morningstar International Value Index ETF (Hedged Common Units; TSX: VXM) was awarded the 2026 LSEG Lipper Fund Award in the International Equity category for 5 years ending July 31, 2026, out of a classification total of 35 funds. Performance for the ETF for the period ended September 30, 2026: 28.9% (1 year), 27.8% (3 years), 21.1% (5 years) and 14.0% (10 years).

©CI Investments Inc. 2026. All rights reserved.