The Safety Private Portfolio is a hybrid portfolio combining exchange-traded funds (ETFs) and private pooled funds managed by Nicola Wealth Management (NWM). More information on these unique private pools is available on NWM's website. This portfolio is managed by CI Direct Investing.
As of December 31, 2022.
Your portfolio is invested in the following assets:
|Private Real Estate||14.0%|
Your portfolio is invested in the following ETFs and pooled funds:
|Nicola Core Portfolio Fund (Factsheet)||NWM254||50.0%|
|BMO Canadian MBS Index ETF (Factsheet)||ZMBS||25.0%|
|Vanguard Canadian Short-Term Bonds ETF (Factsheet)||VSB||25.0%|
Offering Memorandum of Nicola Wealth funds:
NWM Funds- August 31, 2016 Offering Memorandum - FINAL.pdf
Portfolio performance is not guaranteed. The value of your investment can go down, up and change frequently. Past performance is not indicative of future returns. There may be significant differences between the investment portfolios that are not discussed here, including different investment objectives and risk factors. You should always consider, in any investment decision, your investment objectives, needs, circumstances, restrictions, tolerance for risk, financial goals and investment time frame.
Although CI Direct Investing believes the obtained information provided from third-party sources to be reliable, CI Direct Investing does not guarantee the information and disclaims any liability associated with the use of these performance results. Source: Morningstar Direct. For full details of calculation please contact: email@example.com.