Why CGI?
Its closed-end structure enables the management team to focus on the benefits of a long-term investment approach and utilize other benefits inherent in the structure, such as the use of leverage to enhance potential returns for its shareholders. For a discussion of the risks associated with investing in CGI, please refer to the most recent Annual Information Form.
CGI’s long-term focus is complemented with a bias to its bottom-up investment strategy in combination with macro considerations and fundamental analysis to identify attractive investment opportunities with the potential for growth. CGI maintains a primarily Canada-focussed portfolio that is diversified across various sectors while also including some exposure to U.S. equities, which provides geographical diversification that may enhance the Fund’s stability and growth profile.
CGI’s solid track record highlights its disciplined approach throughout different market cycles and makes it a compelling investment option for investors.
Investment Highlights
Diversified exposure primarily to the Canadian economy
Actively Managed
Managed by an experienced team that invests alongside its shareholders, CGI maintains a long-term focus and commitment to sound investing principles that seeks to deliver meaningful value to investors through a blend of growth and income.
Why Canada?
CGI provides investors with diversified exposure to the broad array of sectors available in the Canadian equity markets.
Often underestimated and misunderstood in the global market landscape, Canada presents significant potential for investors seeking untapped opportunities. CGI capitalizes on this potential by offering a uniquely diversified portfolio that has delivered long-term* returns surpassing those of the S&P/TSX Composite Index.
Why Closed-End Funds?
Closed-end funds are professionally managed investments that offer investors numerous ways to generate capital gains and income through portfolio performance, dividends and distributions, and market trading.
Closed-end funds raise a predetermined amount of capital in a fixed number of shares, which trade on public exchanges. This allows fund managers to execute a long-term investment strategy utilizing a stable pool of capital without the inflows and outflows of cash that can impact mutual funds and ETFs.
The Net Asset Value (NAV) of a closed-end fund is calculated based on the value of the assets in the fund. However, the share price of the fund is market-driven, meaning the fund can trade at a premium or discount to its NAV depending on market sentiment.
Invest with CGI
Canadian General Investments offers investors the opportunity to gain exposure primarily to Canadian equities through a fund that has outperformed the S&P/TSX Composite Index over the long-term*.