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Growth Impact Portfolio

As of Apr. 30, 2024

This portfolio seeks to provide long-term growth with a potential for a moderate level of income 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

36% International Equities
34% US Equities
10% CleanTech
7% Fixed Income
7% Government Bonds
6% Corporate Bonds


Features of this portfolio include:

  • Active management
  • Impact
  • SRI
  • Growth
  • Public assets
  • Diversification
  • High liquidity


  • Appropriate for clients with long-term time horizons and moderate to moderately aggressive risk profiles
  • Opportunity for growth
  • Alignment of values with investments through Impact strategy
  • Liquidity when you need your money 


  • Capital risk
  • Concentration risk
  • 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: 0.49%

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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