Canadian General Investments

Focussed on Long-Term Growth and Income.

A closed-end equity fund focussed on medium to long-term capital appreciation and dividends in Canadian corporations, Canadian General Investments, Limited (CGI) was established in 1930 and has been managed since 1956 by Morgan Meighen & Associates (see our Heritage). 

For the 50 years to December 2016, a $10,000 investment in CGI would have grown to over $1.8 million, representing a compound average return of 11.0%, versus the S&P/TSX Composite Index benchmark results of $920,000 and 9.5% respectively over the same period.  This information, including the investment growth rate and rate of return, assumes an increase in share price plus reinvestment of all distributions and is no assurance or indicator of future returns.  Share price, net asset values and investment returns will fluctuate.

For more information, consult the regulatory financial reporting and press release archives.

Share Price

As of November 22, 2017
 
 

Compound Annual Total Rates of Return

To October 31, 2017
 

Top Ten Holdings

As of November 17, 2017
Issuer Market Value % of Portfolio
Dollarama Inc. 49,952 6.1
NVIDIA Corporation 40,553 4.9
Franco-Nevada Corporation 33,929 4.1
Air Canada 28,118 3.4
Bank of Montreal 27,225 3.3
First Quantum Minerals Ltd. 26,766 3.3
Amazon.com, Inc. 25,292 3.1
Canadian Pacific Railway Limited 24,761 3.0
Shopify Inc. 24,757 3.0
Royal Bank of Canada 24,718 3.0
Total of Ten Largest Investments 306,071 37.2
Total Investment Portfolio 820,923 100.0
 

Sector Allocation

As of October 31, 2017
  • Materials 
  • Consumer Discretionary 
  • Information Technology 
  • Financials 
  • Energy 
  • Industrials 
  • Telecommunication Services 
  • Real Estate 
  • Cash & Cash Equivalents 
  • Utilities 
  • Consumer Staples 
  • Health Care