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All Equity ESG Portfolio

As of September 30, 2024

This portfolio seeks to provide long-term growth by investing in an asset allocation ETF that holds passive ETFs using ESG-oriented investment strategies with exposure to global publicly traded equity securities. ESG investing considers environmental, social, and governance factors alongside financial returns.

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

Asset Mix

48% US Equities
29% Canadian Equities
23% International Equities
 
 

Investments

100% iShares ESG Equity ETF
 
 

Features

Features of this portfolio include:

  • Passive management
  • Diversification
  • ESG
  • SRI
  • 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
  • Alignment of values with investments through ESG strategy
  • 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: 0.25%

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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