As of June 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 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 |
22% | US Equities |
18% | International Equities |
17% | Government Bonds |
7% | Corporate Bonds |
7% | Emerging Markets |
3% | High-Yield Bonds |
1% | Money Market |
Investments
Features
Features of this portfolio include:
Benefits
MER: 0.22%
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.