As of September 30, 2024
This portfolio seeks to provide a combination of income and moderate long-term 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
| 35% | Government Bonds |
| 16% | Corporate Bonds |
| 13% | Canadian Equities |
| 11% | International Equities |
| 8% | US Equities |
| 5% | CleanTech |
| 5% | Money Market |
| 4% | Fixed Income |
| 4% | Emerging Markets |
Investments
| 41% | iShares Core Canadian Universe Bond ETF |
| 12.75% | CI Canadian Equity Index ETF |
| 11% | Vanguard Global Aggregate Bond Index ETF (CAD-hedged) |
| 10.5% | BMO MSCI EAFE Index ETF |
| 7.75% | CI U.S. 500 Index ETF |
| 5% | First Trust Clean Edge Green Energy ETF |
| 4.5% | CI High Interest Savings ETF |
| 3.5% | BMO High Yield US Corporate Bond Index ETF |
| 4% | CI Emerging Markets Alpha ETF |
Features
Features of this portfolio include:
Benefits
MER: 0.22%
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.
