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Conservative Impact Portfolio

As of Apr. 30, 2024

This portfolio seeks to provide a combination of income and moderate long-term growth by investing in funds with Impact-oriented investment strategies with exposure to global publicly traded fixed income and equity securities. Impact investing aims to generate a measurable positive social or environmental impact alongside financial returns. This portfolio includes the CI First Asset MSCI World ESG Impact ETF (CAD Hedged) which is managed by CI Global Asset Management a subsidiary of CI Financial Corp. and an affiliate of CI Direct Investing.

The minimum initial investment amount for this portfolio is $50,000.

Asset Mix

22% Fixed Income
21% Government Bonds
20% International Equities
20% US Equities
18% Corporate Bonds
 
 

Investments

60% NEI Global Impact Bond Fund - PF
40% CI MSCI World ESG Impact Index ETF
 
 

Features

Features of this portfolio include:

  • Active management
  • Impact
  • SRI
  • Income
  • Growth
  • Public assets
  • Diversification
  • High liquidity
 
 

Benefits

  • Appropriate for clients with medium-term time horizons and conservative to moderately conservative risk profiles
  • Opportunity for earning income and growth
  • Alignment of values with investments through Impact strategy
  • Liquidity when you need your money 
  • Diversification with a mix of different types of investments
 
 

Risks

  • Capital risk
  • Concentration risk
  • 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: 0.56%

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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