As of December 31, 2024
This portfolio seeks to provide a combination of income and moderate long-term growth by investing in an asset allocation ETF that holds passive ETFs with exposure to global publicly traded fixed income and equity securities.
The minimum initial investment amount for this portfolio is $100.
Asset Mix
Investments
Features
Benefits
Risks
44% | Government Bonds |
14% | Canadian Equities |
13% | International Equities |
13% | Corporate Bonds |
13% | US Equities |
3% | Fixed Income |
Features of this portfolio include:
MER: 0.30%
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.