As of September 30, 2025
This portfolio seeks to provide long-term growth by investing in an asset allocation ETF that holds passive ETFs with exposure to global publicly traded equity securities.
The minimum initial investment amount for this portfolio is $100.
Asset Mix
| 25% | US Equities |
| 27% | International Equities |
| 27% | Canadian Equities |
| 13% | Government Bonds |
| 4% | Corporate Bonds |
| 2% | Fixed Income |
Features
Features of this portfolio include:
- Diversification
Benefits
MER: 0.30%
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.