As of September 30, 2025
This portfolio seeks to provide a combination of income and moderate long-term growth by investing in actively managed funds with exposure to a mix of privately held and publicly traded global fixed income, equity securities, and real estate. The active strategy focuses on cash flow income derived from a mix of public, private, and alternative investments to improve risk-adjusted returns and reduce overall volatility.
The minimum initial investment amount for this portfolio is $1,000.
Asset Mix
| 30% | Fixed Income |
| 17% | Government Bonds |
| 13% | Private Real Estate |
| 8% | Corporate Bonds |
| 5% | Private Debt |
| 5% | International Equities |
| 8% | Private Equity |
| 4% | Private Mortgage |
| 4% | High-Yield Bonds |
| 2% | US Equities |
| 3% | Canadian Equities |
| 2% | Cash and Cash Equivalents |
| 1% | Real Estate |
Investments
Features
Features of this portfolio include:
Benefits
MER: 0.95%
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.
