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Safety ETF Portfolio with Cleantech

As of September 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

54.5% iShares Core Canadian Universe Bond ETF
15% Vanguard Global Aggregate Bond Index ETF (CAD-hedged)
7% CI Canadian Equity Index ETF
6% CI High Interest Savings ETF
6% BMO MSCI EAFE Index ETF
5% First Trust Clean Edge Green Energy ETF
4.5% BMO High Yield US Corporate Bond Index ETF
2% CI U.S. 500 Index ETF
 
 

Features

Features of this portfolio include:

  • Passive management
  • SRI
  • Cleantech
  • Income
  • Public assets
  • Diversification
  • High liquidity
  • Low cost
 
 

Benefits

  • Appropriate for clients with medium-term time horizons and conservative risk profiles
  • Opportunity for earning income
  • Exposure to clean technology investments with the Cleantech add-on
  • Liquidity when you need your money 
  • Cost-effectiveness due to low expenses
 
 

Risks

  • Capital risk
  • Exchange Traded Funds Risks
  • Interest rate risk
  • 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: 0.20%

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.

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