CI Target 2029 Investment Grade Bond Fund - ETF Trust UnitCI Target 2029 Investment Grade Bond Fund - ETF Trust UnitCI Target 2029 Investment Grade Bond Fund - ETF Trust Unit

CI Target 2029 Investment Grade Bond Fund - ETF Trust Unit

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Key stats


Assets under management (AUM)
‪1.01 M‬CAD
Fund flows (1Y)
Dividend yield (indicated)
Discount/Premium to NAV
0.05%
Shares outstanding
‪50.00 K‬
Expense ratio

About CI Target 2029 Investment Grade Bond Fund - ETF Trust Unit


Brand
CI
Inception date
Sep 26, 2025
Structure
Canadian Mutual Fund Trust (ON)
Index tracked
No Underlying Index
Management style
Active
Dividend treatment
Distributes
Primary advisor
CI Investments, Inc.
ISIN
CA1719441018
The fund seeks to generate income through a portfolio of Canadian dollar-denominated investment grade bonds with effective maturities in 2029. It typically allocates about 60% of assets to corporate fixed income securities while retaining flexibility to invest across government, supranational, and high-quality foreign issuers. Up to a quarter of assets may be in high yield securities, though the portfolio is managed to maintain an average credit rating of no less than A-. The investment approach blends top-down analysis of economic, policy, and rate trends with bottom-up credit evaluation, assessing factors such as issuer fundamentals, sector dynamics, and expected performance across the credit cycle. The portfolio adviser also prioritizes discount bonds to enhance tax efficiency and manages duration relative to the broader Canadian market. As the fund nears maturity, holdings transition toward cash and equivalents in preparation for termination and capital return.

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Classification


Asset Class
Fixed income
Category
Broad market, broad-based
Focus
Investment grade
Niche
Intermediate
Strategy
Active
Geography
Canada
Weighting scheme
Proprietary
Selection criteria
Proprietary
Displays a symbol's price movements over previous years to identify recurring trends.

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
CTMB trades at 20.14 CAD today, its price has risen 0.10% in the past 24 hours. Track more dynamics on CTMB price chart.
CTMB assets under management is ‪1.01 M‬ CAD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
CTMB fund flows account for 0.00 CAD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
No, CTMB isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
No, CTMB doesn't pay dividends to its holders.
CTMB trades at a premium (0.05%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
CTMB shares are issued by CI Financial Corp.
CTMB follows the No Underlying Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Sep 26, 2025.
The fund's management style is active, aiming to outperform its benchmark index by actively selecting and adjusting assets. The goal is to achieve returns that exceed those of the index the fund tracks.