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Aggressive Private Portfolio

Portfolio Summary

CI Direct Investing's Aggressive Private Portfolio is invested in three private pooled funds managed by Nicola Wealth Management (NWM). More information on these unique private pools is available on NWM's website.

As of April 30, 2022


Portfolio Allocation

Asset Allocation

Your portfolio is invested in the following assets:

Asset Class Breakdown
US Equities 35.0%
Private Real Estate
20.0%
Private Mortgages
7.0%
Private Equity
6.0%
Private Debt
6.0%
International Equities
5.0%
Canadian Equities
5.0%
Alternative Strategies
4.0%
Fixed Income
4.0%
Preferred Shares
3.0%
High Yield Bonds
3.0%
Real Estate 2.0%
Fund Allocation

Your portfolio is invested in:

Fund Ticker Breakdown
Nicola Core Portfolio Fund (Factsheet) NWM254 70.0%
Horizons S&P 500 Index ETF (Factsheet) HSX
30.0%
Portfolio MER
1.12%


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: info@cidirectinvesting.com.

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