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Balanced ETF Portfolio with Cleantech

As of September 30, 2024

This portfolio seeks to provide a combination of long-term growth and a moderate level of income by investing primarily in passive index ETFs with exposure to a portfolio of 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

25% Government Bonds
19% Canadian Equities
15% International Equities
14% US Equities
12% Corporate Bonds
6% Emerging Markets
5% CleanTech
4% Fixed Income
1% Money Market
 
 

Investments

28.5% iShares Core Canadian Universe Bond ETF
18.5% CI Canadian Equity Index ETF
15% BMO MSCI EAFE Index ETF
13.5% CI U.S. 500 Index ETF
6.5% Vanguard Global Aggregate Bond Index ETF (CAD-hedged)
6% CI Emerging Markets Alpha ETF
5% First Trust Clean Edge Green Energy ETF
3.5% CI Enhanced Short Duration Bond Fund
3.5% BMO High Yield US Corporate Bond Index ETF
 
 

Features

Features of this portfolio include:

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

Benefits

  • Appropriate for clients with medium-term time horizons and moderately conservative to moderate risk profiles
  • Opportunity for earning income and growth
  • Exposure to clean technology investments with the Cleantech add-on
  • Liquidity when you need your money 
  • Cost-effectiveness due to low expenses
  • Diversification with a mix of different types of investments using a multi-ETF approach
 
 

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: 0.26%

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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