As of Apr. 30, 2024
This portfolio seeks to provide a combination of income and moderate long-term growth 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
| 65% | Fixed Income |
| 15% | US Equities |
| 12% | International Equities |
| 4% | Emerging Markets |
| 4% | Cash and Cash Equivalents |
Investments
| 100% | Forstrong Global Income Fund Class F |
Features
Features of this portfolio include:
Benefits
MER: 0.68%
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.
