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Portfolio Update

7th Jul 2025 07:00

RNS Number : 8893P
Canadian General Investments Ld
04 July 2025
 

FOR: CANADIAN GENERAL INVESTMENTS, LIMITED

TSX: CGI

LONDON STOCK EXCHANGE: CGI

 

July 4, 2025

 

Canadian General Investments: Investment Update - Unaudited

 

TORONTO, CANADA - Canadian General Investments, Limited (CGI) reports on an unaudited basis that its net asset value per share (NAV) at June 30, 2025 was $70.37 resulting in year-to-date and 12-month NAV returns, with dividends reinvested, of

2.3% and 14.3%, respectively. These compare with the 10.2% and 26.4% returns of the benchmark S&P/TSX Composite Index on a total return basis for the same periods.

 

The Company employs a leveraging strategy, by way of bank borrowing, with the intent to enhance returns to common shareholders. As at June 30, 2025, the leverage represented 13.6% of CGI's net assets, down from 13.8% at the end of 2024 and up from 13.4% at June 30, 2024.

 

The closing price for CGI's common shares at June 30, 2025 was $39.00, resulting in year-to-date and 12-month share price returns, with dividends reinvested, of -2.3% and 11.6%, respectively.

 

The sector weightings of CGI's investment portfolio at market as of June 30, 2025 were as follows:

 

Information Technology

23.3%

Industrials

21.1%

Financials

14.1%

Materials

13.1%

Energy

12.3%

Consumer Discretionary

9.5%

Real Estate

3.9%

Cash & Cash Equivalents

2.1%

Communication Services

0.6%

The top ten investments which comprised 37.0% of the investment portfolio at market as of June 30, 2025 were as follows:

 

NVIDIA Corporation

4.9%

Celestica Inc.

4.5%

WSP Global Inc.

3.9%

Franco-Nevada Corporation

3.9%

Canadian Pacific Kansas City Limited

3.7%

Dollarama Inc.

3.6%

The Descartes Systems Group Inc.

3.3%

Mastercard Incorporated

3.3%

Shopify Inc.

3.0%

Apple Inc.

2.9%

 

FOR FURTHER INFORMATION PLEASE CONTACT:

Jonathan A. Morgan

President & CEO

Phone: (416) 366-2931

Fax: (416) 366-2729

e-mail: [email protected]

website: www.canadiangeneralinvestments.ca

This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact [email protected] or visit www.rns.com.RNS may use your IP address to confirm compliance with the terms and conditions, to analyse how you engage with the information contained in this communication, and to share such analysis on an anonymised basis with others as part of our commercial services. For further information about how RNS and the London Stock Exchange use the personal data you provide us, please see our Privacy Policy.
 
END
 
 
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Related Shares:

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