As of September 30, 2024
This portfolio seeks to provide a combination of income and moderate long-term growth by investing in funds with Impact-oriented investment strategies with exposure to global publicly traded fixed income and equity securities. Impact investing aims to generate a measurable positive social or environmental impact alongside financial returns. This portfolio includes the CI First Asset MSCI World ESG Impact ETF (CAD Hedged) which is managed by CI Global Asset Management a subsidiary of CI Financial Corp. and an affiliate of CI Direct Investing.
The minimum initial investment amount for this portfolio is $50,000.
Asset Mix
| 41% | Fixed Income |
| 21% | US Equities |
| 19% | International Equities |
| 7% | Government Bonds |
| 6% | Corporate Bonds |
| 6% | Cash and Cash Equivalents |
Features
Features of this portfolio include:
Benefits
MER: 0.56%
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.
