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Active Global Balanced Portfolio

As of Apr. 30, 2024

This portfolio seeks to provide a combination of long-term growth and a moderate level of income by investing in an actively managed fund with exposure to global publicly traded fixed income and equity securities. The active strategy focuses on higher growing regions of the world and analysis of macroeconomic and geopolitical trends. 

The minimum initial investment amount for this portfolio is $5,000.

Asset Mix

36% Fixed Income
22% US Equities
21% Emerging Markets
18% International Equities
3% Cash and Cash Equivalents
 
 

Investments

100% Forstrong Global Balanced Fund Class F
 
 

Features

Features of this portfolio include:

  • Active management
  • Income
  • Growth
  • Public assets
  • Diversification
  • High liquidity
 
 

Benefits

  • Appropriate for clients with medium-term time horizons and moderately conservative to moderate risk profiles
  • Opportunity for earning income and growth
  • Exposure to active strategies with a global focus
  • Liquidity when you need your money 
 
 

Risks

  • Capital risk
  • Currency risk
  • Foreign investment risk
  • Interest rate risk
  • Market risk
  • Volatility

These are just some of the risks of investing. You can learn more about these risks, and other risks of investing, in our Help Centre here.

 
 

MER: 0.63%

MER stands for Management Expense Ratio. Like every other investment, you pay built-in MER fees to the company providing the investment, not to CI Direct Investing. You won’t see this money deducted from your account, but we thought you should know about it.

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