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.
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
Simplified understanding compared to other strategies
Access to a diversified portfolio with a lower minimum investment through a fund of funds approach
Tax efficiency through fewer trades in an account
Risks
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: 0.30%
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.
