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Conservative ETF Portfolio

As of May 31, 2024

This portfolio seeks to provide a combination of income and moderate long-term growth by investing primarily in passive index ETFs with exposure to global publicly traded fixed income and equity securities. This portfolio is managed by our affiliate, CI Global Asset Management, a sub-advisor for CI Direct Investing.

The minimum initial investment amount for this portfolio is $50,000.

Asset Mix

37% Government Bonds
15% Corporate Bonds
13% Canadian Equities
13% US Equities
11% International Equities
5% Money Market
4% High-Yield Bonds
4% Emerging Markets


Features of this portfolio include:

  • Passive management
  • Income
  • Growth
  • Public assets
  • Diversification
  • High liquidity
  • Low cost


  • Appropriate for clients with medium-term time horizons and conservative to moderately conservative risk profiles
  • Opportunity for earning income and growth
  • Liquidity when you need your money 
  • Cost-effectiveness due to low expenses
  • Diversification with a mix of different types of investments using a multi-ETF approach


  • Capital risk
  • Exchange Traded Funds Risks
  • 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: 0.19%

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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