CI Canadian REIT ETF | RITRegister to Unlock Ratings |
Performance History | 29-02-2024 |
Growth of 1,000 (CAD) | Advanced Graph |
Fund | -6.9 | 34.3 | -20.7 | 5.4 | 0.0 | |
+/-Cat | 0.0 | 4.5 | 1.2 | -0.7 | 1.2 | |
+/-Idx | 1.3 | 3.5 | -0.7 | -0.4 | 1.6 | |
Morningstar Restructure Date: 14-07-2015 | ||||||
Category: Real Estate Equity | ||||||
Benchmarks: Morningstar DM REIT NR CAD | ||||||
Effective 14-07-2015, this fund's investment strategy changed to the extent that its record prior to that date is not relevant to its new format. Performance prior to that date is not shown. |
Key Stats | ||
Closing Price 31-03-2024 | CAD 16.15 | |
Day Change | 0.00% | |
Morningstar Category™ | Real Estate Equity | |
Volume | 11934 | |
Exchange | TORONTO STOCK EXCHANGE | |
ISIN | CA12554R1055 | |
Fund Size (Mil) 27-03-2024 | CAD 495.81 | |
Share Class Size (Mil) 27-03-2024 | CAD 495.81 | |
Ongoing Charge - | -% |
Investment Objective: CI Canadian REIT ETF | RIT |
RIT’s investment objective is to seek long-term total returns consisting of regular income and long-term capital appreciation from an actively managed portfolio comprised primarily of securities of Canadian REITs, REOCs and entities involved in real estate related services. |
Returns | ||||||||||||||||
|
Management | ||
Manager Name Start Date | ||
Lee Goldman 15-11-2004 | ||
Inception Date 15-11-2004 |
Advertisement |
Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
S&P/TSX Capped REITs TR | Morningstar DM REIT NR CAD |
Target Market | ||||||||||||||||||||
|
Portfolio Profile for CI Canadian REIT ETF | RIT | 29-02-2024 |
|
|
Top 5 Holdings | Sector | % |
Killam Apartment Real Estate Inv... | Real Estate | 5.45 |
Riocan Real Estate Investment Trust | Real Estate | 5.40 |
Chartwell Retirement Residences | Real Estate | 5.37 |
Boardwalk Real Estate Investment... | Real Estate | 5.32 |
InterRent Real Estate Investment... | Real Estate | 5.22 |
Increase Decrease New since last portfolio | ||
CI Canadian REIT ETF | RIT |