CI Canadian REIT ETF | RITRegister to Unlock Ratings |
Performance History | 31-03-2024 |
Growth of 1,000 (CAD) | Advanced Graph |
Fund | -6.9 | 34.3 | -20.7 | 5.4 | 1.7 | |
+/-Cat | 0.0 | 4.5 | 1.2 | -0.7 | 0.7 | |
+/-Idx | 1.3 | 3.5 | -0.7 | -0.4 | 1.5 | |
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 26-04-2024 | CAD 15.16 | |
Day Change | 0.07% | |
Morningstar Category™ | Real Estate Equity | |
Volume | 10210 | |
Exchange | TORONTO STOCK EXCHANGE | |
ISIN | CA12554R1055 | |
Fund Size (Mil) 26-04-2024 | CAD 460.28 | |
Share Class Size (Mil) 26-04-2024 | CAD 460.28 | |
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. RIT invests in an actively managed portfolio comprised primarily of securities of Canadian REITs, REOCs and entities involved in real estate related services. RIT may also invest up to 30% of its NAV in securities of non-Canadian REITs, REOCs and entities involved in real estate related services. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Lee Goldman 15-11-2004 | ||
Chris Couprie 21-04-2022 | ||
Inception Date 15-11-2004 |
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Benchmarks | |
Fund Benchmark | Morningstar Benchmark |
S&P/TSX Capped REITs TR | Morningstar DM REIT NR CAD |
Target Market | ||||||||||||||||||||
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Portfolio Profile for CI Canadian REIT ETF | RIT | 31-03-2024 |
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Top 5 Holdings | Sector | % |
Riocan Real Estate Investment Trust | Real Estate | 5.50 |
Granite Real Estate Investment T... | Real Estate | 5.47 |
Dream Industrial Real Estate Inv... | Real Estate | 5.40 |
Boardwalk Real Estate Investment... | Real Estate | 5.39 |
Chartwell Retirement Residences | Real Estate | 5.38 |
Increase Decrease New since last portfolio | ||
CI Canadian REIT ETF | RIT |