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Essential Aggressive Portfolio

As of November 30, 2024

This portfolio seeks to provide long-term growth by investing in an asset allocation ETF that holds passive ETFs with exposure to global publicly traded equity securities.

The minimum initial investment amount for this portfolio is $100.

Asset Mix

28% Canadian Equities
26% International Equities
26% US Equities
13% Government Bonds
4% Corporate Bonds
2% Fixed Income
1% Cash and Cash Equivalents
 
 

Investments

100% CI Growth Asset Allocation ETF
 
 

Features

Features of this portfolio include:

  • Diversification
  • Passive management
  • Growth
  • Public assets
  • High liquidity
  • Low cost
  • Simplicity
  • Tax efficiency
 
 

Benefits

  • Appropriate for clients with long-term time horizons and aggressive risk profiles
  • Opportunity for 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
  • 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.

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