Portfolio Summary
Moderate growth, some fluctuations
You want steady growth. You have a medium risk tolerance, and are comfortable with the ups and downs of the market in the medium term. And importantly, you want to align your investments to your values.
If this sounds like you, then the Balanced Impact Portfolio could be the right fit. This portfolio is managed by CI Direct Investing.
As of October 31, 2023.
Portfolio Allocation
Asset Allocation
Your portfolio is invested in the following assets:
| Asset Class | Breakdown |
|---|---|
| International Equities |
28.0% |
| US Equities |
27.0% |
| Fixed Income | 14.0% |
| Government Bonds |
14.0% |
| Corporate Bonds | 12.0% |
| CleanTech | 5.0% |
Fund Allocation
Your portfolio is invested in the following funds:
| Fund | Ticker | Breakdown |
|---|---|---|
| CI First Asset MSCI World ESG Impact ETF (CAD Hedged)* (Factsheet) |
CESG |
55.0% |
| NEI Global Impact Bond Fund (Factsheet) |
NWT8593 | 40.0% |
| First Trust NASDAQ Clean Edge Green Energy Index ETF (Factsheet) |
QCLN | 5.0% |
| Portfolio MER |
|---|
| 0.51% |
*CI First Asset MSCI World ESG Impact ETF (CAD Hedged) is managed by CI Global Asset Management a subsidiary of CI Financial Corp. and thus an affiliate of CI Direct Investing.
Portfolio performance is not guaranteed. The value of your investment can go down, up and change frequently. Past performance is not indicative of future returns. There may be significant differences between the investment portfolios that are not discussed here, including different investment objectives and risk factors. You should always consider, in any investment decision, your investment objectives, needs, circumstances, restrictions, tolerance for risk, financial goals and investment time frame.
Although CI Direct Investing believes the obtained information provided from third-party sources to be reliable, CI Direct Investing does not guarantee the information and disclaims any liability associated with the use of these performance results. Source: Morningstar Direct. For full details of calculation please contact: [email protected].
