As of Apr. 30, 2024
This portfolio seeks to provide long-term growth with a potential for 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
| 32% | US Equities |
| 28% | Emerging Markets |
| 25% | International Equities |
| 10% | Fixed Income |
| 3% | Canadian Equities |
| 3% | Cash and Cash Equivalents |
Investments
| 100% | Forstrong Global Growth Fund Class F |
Features
Features of this portfolio include:
Benefits
MER: 0.69%
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.
