How can we help?

Support Home Our Portfolios Portfolio Details Socially Responsible Portfolios Growth ETF Portfolio with Cleantech

Growth ETF Portfolio with Cleantech

As of November 30, 2024

This portfolio seeks to provide long-term growth with a potential for 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% Canadian Equities
18% International Equities
17% Government Bonds
17% US Equities
8% Corporate Bonds
7% Emerging Markets
5% CleanTech
3% Fixed Income
1% Money Market
 
 

Investments

24.5% CI Canadian Equity Index ETF
18.5% iShares Core Canadian Universe Bond ETF
17.5% BMO MSCI EAFE Index ETF
16.5% CI U.S. 500 Index ETF
7% CI Emerging Markets Alpha ETF
5% Vanguard Global Aggregate Bond Index ETF (CAD-hedged)
5% First Trust Clean Edge Green Energy ETF
3% CI Enhanced Short Duration Bond Fund
3% BMO High Yield US Corporate Bond Index ETF
 
 

Features

Features of this portfolio include:

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

Benefits

  • Appropriate for clients with long-term time horizons and moderate to moderately aggressive risk profiles
  • Opportunity for growth
  • Exposure to clean technology investments with the Cleantech add-on
  • Liquidity when you need your money 
  • Cost-effectiveness due to low expenses
 
 

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.

Was this article helpful?

Related Questions:

Can’t find the answers you’re looking for?

Our customer care team is here for you.

Contact Support