July 28, 2026
CI Global Asset Management Announces Risk Rating Changes for Two Funds
TORONTO (July 28, 2026) – CI Global Asset Management (“CI GAM”) announces risk rating changes for two mutual funds. The following changes are effective immediately and apply to all series other than Series H, which is currently rated Medium and remains unchanged.
| Fund Name | New Risk Rating | Previous Risk Rating |
|---|---|---|
| Invesco Global Balanced Class | Medium | Low-to-Medium |
| Invesco Global Balanced Fund | Medium | Low-to-Medium |
The risk rating changes are based on the risk classification methodology mandated by the Canadian Securities Administrators to determine the risk level of mutual funds, including ETFs. CI GAM reviews the risk rating for each of the funds it manages at least on an annual basis, as well as when a fund undergoes a material change. These changes are the result of ongoing internal reviews and not the result of any changes to the investment objectives, strategies or management of the funds.
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 mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
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.
Invesco® and all associated trademarks are trademarks of Invesco Holding Company Limited, and used by CI Global Asset Management under licence.
CI Global Asset Management is a registered business name of CI Investments Inc.
©CI Investments Inc. 2026. All rights reserved.
Contact:
Murray Oxby
Vice-President, Corporate Communications
CI Global Asset Management
416-681-3254
moxby@ci.com
