June 09, 2026
Forge First Asset Management Announces Risk Rating Changes
TORONTO (June 9, 2026) – Forge First Asset Management Inc. (“Forge First”) announces risk rating changes for the CI Forge First alternative mutual funds. The following changes are effective immediately:
| Fund Name | New Risk Rating | Previous Risk Rating |
|---|---|---|
| CI Forge First Conservative Alternative Fund | Low | Low-to-Medium |
| CI Forge First Long Short Alternative Fund | Low-to-Medium | 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. Forge First 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 Forge First’s ongoing internal reviews and are not the result of any changes to the investment objectives, strategies or management of the funds.
About Forge First
Forge First Asset Management is an alternative asset manager offering investment solutions that find a balance between asset protection and capital enhancement. Forge First is a wholly owned subsidiary of CI Investments Inc., operating as CI Global Asset Management.
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.
Alternative investment funds have the ability to invest in asset classes or use investment strategies that are not permitted for conventional mutual funds. The specific strategies that differentiate these investment funds from conventional fund structure include increased use of derivatives for hedging and non-hedging purposes; increased ability to sell securities short; and the ability to borrow cash to use for investment purposes. While these strategies will be used in accordance with the investment funds' investment objectives and strategies, during certain market conditions they may accelerate the pace at which your investment decreases in value.
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 Forge First Asset Management Inc. 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.
CI Global Asset Management is a registered business name of CI Investments Inc.
©Forge First Asset Management Inc. 2026. All rights reserved.
Contact:
Murray Oxby
Vice-President, Corporate Communications
CI Global Asset Management
416-681-3254
moxby@ci.com
