CI FLOATiNG RATE INCOME FUND

WHAT IS A FLOATING RATE INCOME FUND?

A floating rate income fund invests in financial securities like term loans, floating short-duration corporate bonds and preferred shares that pay a floating – or variable - coupon. Some floating rate funds own investments that are high-yield rated and have a short duration profile, providing a higher level of income that makes them less sensitive to changes in interest rates.

Frozen lake with floating air bubbles

WHY CONSIDER A FLOATING RATE INCOME FUND?

 

CI’s Floating Rate Income Fund provides a strong history of credit selection, portfolio construction, and delivering alpha. Plus, it boasts a competitive management fee of 0.35%.

 

Investors should consider a floating rate fund because it offers several benefits, including:

 

PROTECTION

In a rising rate environment, floating rate securities may provide protection, as they are less sensitive to interest rate fluctuations.

 

DIVERSIFICATION

Low correlation to the traditional bond market.

 

YIELD

Compared to conventional fixed income securities, floating rate funds usually provide higher yields.

OUR FUNDS

The CI Floating Rate Income Fund provides a dual-class structure allowing you to choose your preferred method – mutual fund or ETF – of incorporating an active floating rate strategy to enhance your portfolio and protect against rising inflation and yields.

CI Floating Rate Income Fund

Opportunities in a rising rate environment.

CI Floating Rate Income Fund ETF Series

High-yield and inflation protection potential.

FLOATING RATE RESOURCES

What is a Floating Rate Income Fund?

An introduction to the floating rate income fund and how it can benefit your portfolio.

CI Floating Rate Income Fund Overview Sheet

An overview of fund strategy and performance.

 

OTHER TIMELY SOLUTIONS

CI High Interest Savings

Seek higher yields on cash balances.

CI Alternative Diversified Opportunities Fund

Achieve capital appreciation.

CAPABILITIES

 

CI Global Asset Management’s strength comes from our unique lineup of portfolio managers and the variety of expertise and experience that they provide.