Research opinion – CI Global Private Markets Growth Fund
The CI Global Private Markets Growth Fund has been reviewed by Lonsec Research and Genium Investment Partners who provide managed funds research to financial advisers.
The following ratings have been awarded:
Lonsec describes its ‘Recommended’ rating as follows:
The Investment Grade rating indicates that Lonsec has conviction the product can meet its investment objectives.
Genium describes its ‘Investment Grade’ rating as follows:
Genium believes the strategy can meet its investment objective and match its relevant peer group. The strategy has some identifiable competitive advantages across Genium’s assessment criteria, but also some areas for improvement.
Investment professionals (including financial advisers, consultants and researchers) who wish to request a copy of the Lonsec or Genium research reports for the CI Global Private Markets Growth Fund, please contact us.
Please note that this research is intended for professional investors and wholesale clients only and is not intended for retail investors.
The report that included the rating was published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec) on 1/6/2026. Lonsec receives a fee from fund managers for the preparation of reports. The report / rating is general advice only. An investor should be aware that: a) the advice has been prepared without taking into account an investors’ objectives, financial situation or needs; b) an investor should consider the appropriateness of the advice having regard to their own objectives, financial situation or needs before acting on the advice; and c) an investor should obtain a PDS relating to the product, consider the PDS and seek independent financial advice before making any decision about whether to acquire the product. The rating is not a recommendation to purchase, sell or hold any product. Past performance is not a reliable indicator of future Performance. Ratings are prepared based on information available at the time of preparation and may be subject to change by Lonsec without notice. Visit lonsec.com.au for important documents (FSG, Conflicts Statement). © 2026 Lonsec. All rights reserved.
The Genium rating (assigned 11 March 2026) presented in this document is issued by Genium Investment Partners Pty Ltd ABN 13 165 099 785, which is a Corporate Authorised Representative of Genium Advisory Services Pty Ltd ABN 94 304 403 582, AFSL 246580. The Rating is limited to “General Advice” (s766B Corporations Act 2001 (Cth)) and has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without notice. Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision in relation to this financial product(s). Genium receives a fee from the Fund Manager for researching and rating the product(s). Visit Geniumip.com.au for information regarding Genium’s Ratings methodology.