Signature Global Asset Management

Signature Global Income & Growth Fund

A Holistic, Best-Ideas Global Balanced Solution

5 star rating

MANAGERS

Eric Bushell photo
Eric Bushell
Geof Marshall photo
Geof Marshall
John Shaw photo
John Shaw
Active Tactical Asset Allocation

As investment options become more diverse and complex, and global markets more interconnected, the case for specialized, active management has never been stronger.

As the following chart indicates, this best-in-class solution provides you with a one-ticket, global balanced portfolio that is truly active – both at the security selection and asset allocation level – to ensure you remain optimally positioned as sentiment changes and markets evolve.

The fund’s multi-asset, “go-anywhere” approach helps provide:

Greater breadth and depth of opportunities
Interest rate and inflation risk mitigation in any given country
Low correlation to domestic markets
Alpha from currency management

Rolling 36-Month Tactical Asset Mix

0%10%20%30%40%50%60%70%80%90%100%WeightAsset TypeJan, 2015Developed Market EquityGlobal Bond StrategyU.S. Bond StrategyGoldCashEmerging Market EquityHigh Yield and REITsLong Government ofCanada BondsJul, 2015Jan, 2016Jul, 2016Jan, 2017Jul, 2017Jan, 2018Jun, 2018
0%10%20%30%40%50%60%70%80%90%100%WeightAsset TypeJan, 2015Developed Market EquityGlobal Bond StrategyU.S. Bond StrategyGoldCashEmerging Market EquityHigh Yield and REITsLong Government ofCanada BondsJul, 2015Jan, 2016Jul, 2016Jan, 2017Jul, 2017Jan, 2018Jun, 2018

Source: Signature Global Asset Management, as of June 30, 2018

Consistent and Considerable Outperformance
Key Reasons to Invest
  • Signature’s best ideas, across all asset classes, built into a single,high-performing mandate
  • Active tactical asset allocation seeks to keep investors optimally positioned through all types of market conditions
  • Signature’s fundamental specialist model of over 50 investment professionals means you get expert coverage of each asset class
Fund details

Fund Size$4.8 billion

Inception DateFebruary 22, 20071

Risk RatingLow-to-Medium

12 Mth Dist. Yield4.1%1

1Class F

Fund Codes
ClassLoadCIG
A FE 2111
LL 1111
DSC 3111
F - 4111

Trailing Returns

Class 1 Year 3 Year 5 Year 10 Year Since Inception2Class
Signature Global Income & Growth Fund – Class A 9.14% 5.56% 8.53% 6.77% 4.81%
Signature Global Income & Growth Fund – Class F 10.38% 6.73% 9.74% 7.93% 5.95 %

Source: Morningstar Direct, as of June 30, 2018. 2February 22, 2007

The Signature Advantage

As CI’s largest in-house portfolio management group, and one of the largest in Canada, overseeing in excess of $50 billion, the Signature team benefi ts from differentiated access to senior executives, industry experts and thought leaders. This allows the team to uncover the high-conviction investment opportunities needed to deliver alpha to investors.

TeamResourcesand ScaleAccessRelationshipsInformationConvictionAlpha
TeamResourcesand ScaleAccessRelationshipsInformationConvictionAlpha
The information contained herein is not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. The indicated rates of return are the historical annual compound total returns net of fees (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 security holder that would have reduced returns