As of November 30, 2024
This portfolio seeks to provide income with a potential for modest growth by investing primarily in passive index ETFs with exposure to global publicly traded fixed income and equity securities. This portfolio includes exposure to clean technology investments with 5% of the portfolio. 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
| 47% | Government Bonds |
| 21% | Corporate Bonds |
| 7% | Canadian Equities |
| 6% | International Equities |
| 6% | Money Market |
| 6% | Fixed Income |
| 5% | CleanTech |
| 2% | US Equities |
Investments
Features
Features of this portfolio include:
Benefits
MER: 0.20%
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.
