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Aggressive ETF Portfolio

As of January 31, 2025

This portfolio seeks to provide long-term growth with a potential for a modest level of income by investing primarily in passive index ETFs with exposure to a portfolio of global publicly traded equity securities. 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

28% Canadian Equities 
28% International Equities
24% US Equities
14% Government Bonds
5% Corporate Bonds
1% Fixed Income
 
 

Investments

28% CI Canadian Equity Index ETF
24% CI U.S. 500 Index ETF
20% BMO MSCI EAFE Index ETF
13% iShares Core Canadian Universe Bond ETF
8% CI Emerging Markets Alpha ETF
4% Vanguard Global Aggregate Bond Index ETF (CAD-hedged)
3% CI Enhanced Short Duration Bond Fund
 
 

Features

Features of this portfolio include:

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

Benefits

  • Appropriate for clients with long-term time horizons and aggressive risk profiles
  • Opportunity for growth
  • 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: 0.14%

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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