As of September 30, 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 using ESG-oriented investment strategies with exposure to global publicly traded fixed income and 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
| 27% | Government Bonds |
| 24% | Corporate Bonds |
| 22% | US Equities |
| 12% | Canadian Equities |
| 9% | International Equities |
| 5% | Fixed Income |
| 1% | Cash and Cash Equivalents |
Features
Features of this portfolio include:
Benefits
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.
