SunWise Essential FT Quotential Diversified Income Income Class Fund (0P0000Q3D1)

Overview

CI Financial Corp. is a distinguished asset management holding company, recognized for its public ownership. With a rich history dating back to 1965, the company has established its headquarters in Toronto, Canada, and has further expanded its presence with additional offices located in Vancouver, Calgary, and Montreal, Canada. CI Financial Corp. thrives on offering comprehensive asset management services, focusing on equity, fixed income, and alternative investment portfolios. The extensive network of subsidiaries under CI Financial Corp allows it to adeptly manage a diverse array of investment products, including mutual funds, hedge funds, and funds of funds, catering to a wide clientele.

Products and Services

CI Financial Corp. extends a variety of investment management services to its clients, each designed to meet differing investor needs and preferences:

• Equity Portfolios: Managed through its subsidiaries, CI Financial Corp offers an array of equity investment options, focusing on delivering growth through a mix of domestic and international stocks.
• Fixed Income Portfolios: Catering to investors looking for regular income and lower risk compared to stocks, CI Financial provides fixed income solutions, including bonds and other debt securities.
• Alternative Investments: For clients seeking diversification beyond traditional investments, the firm offers alternative investment options. These might include commodities, real estate, private equity, and hedge funds, designed to provide growth and income in varying market conditions.
• Mutual Funds: A staple of CI Financial’s offerings, mutual funds allow investors to pool their money in a diverse portfolio managed by professional fund managers, aimed at achieving specific financial goals.
• Hedge Funds: For more sophisticated investors, CI Financial offers hedge fund options which employ different strategies to earn active returns for their investors.
• Funds of Funds: These are funds that primarily invest in other investment funds rather than in individual securities, offering clients a diversified and managed investment solution.