How can we help?

Safety ETF Portfolio

Portfolio Summary

This portfolio is for those with a low-risk tolerance, have a short investment horizon and are comfortable with the majority of the portfolio invested in fixed income and equity. This portfolio is managed by our affiliate, CI Global Asset Management, a sub-advisor for CI Direct Investing.

As of October 31, 2023.

Asset Allocation

Your portfolio is invested in the following assets:

Asset Class Weighting
Government Bonds 50.0%
Corporate Bonds 20.0%
Canadian Equities 7.0%
U.S. Equities 7.0%
Money Market 5.0%
International Equities 6.0%
High-Yield Bonds 5.0%

Fund Allocation

Your portfolio is invested in the following ETFs:

Fund Symbol Weighting
iShares Core Canadian Universe Bond Index ETF (Factsheet) XBB 55%
Global Aggregate Bond Index ETF (CAD-hedged) (Factsheet) VGAB 15.5%
CI Canadian Equity Index ETF (Factsheet) CCDN 7%
CI U.S. 500 Index ETF (Factsheet) CUSA.B 6.5%
CI High Interest Savings ETF (Factsheet) CSAV 6%
BMO MSCI EAFE Index ETF (Factsheet) ZEA 5.5%
BMO High Yield US Corporate Bond Index ETF (Factsheet) ZJK 4.5%
Portfolio MER

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:

Was this article helpful?

Can’t find the answers you’re looking for?

Our customer care team is here for you.

Contact Support