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 2023, a $10,000 investment in CGI would have grown to almost $2.3 million, representing a compound average annual return of 11.5%, versus the S&P/TSX Composite Index benchmark results of $831,000 and 9.2% 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 March 27, 2024
 
 

Compound Annual Total Rates of Return

To February 29, 2024


Benchmark of S&P/TSX Composite Index: This is an index of the equity prices of the largest companies listed on the Toronto Stock Exchange (TSX) and is comprised of about 70% of market capitalization for all Canada-based companies listed on the TSX. Index returns cited are on a total return basis (including reinvestment of distributions).

 

Top Ten Holdings

As of March 22, 2024
Issuer Market Value % of Portfolio
NVIDIA Corporation 110,912 7.4
TFI International Inc. 76,671 5.1
Canadian Pacific Kansas City Limited 69,874 4.7
WSP Global Inc. 53,878 3.6
The Descartes Systems Group Inc. 50,476 3.4
West Fraser Timber Co. Ltd. 49,521 3.3
Mastercard Incorporated 47,161 3.2
Apple Inc. 45,216 3.0
Franco-Nevada Corporation 45,156 3.0
Amazon.com, Inc. 39,405 2.6
Total of Ten Largest Investments 588,270 39.3
Total Investment Portfolio 1,490,425 100.0
 

Sector Allocation

As of February 29, 2024
  • Industrials 
  • Information Technology 
  • Financials 
  • Energy 
  • Consumer Discretionary 
  • Materials 
  • Real Estate 
  • Communication Services 
  • Cash & Cash Equivalents 
  • Consumer Staples 
  • Utilities 
  • Health Care