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OUR PORTFOLIOS
Portfolio details as of December 31, 2023
Conservative Impact Portfolio
Asset Allocation
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Fixed Income21%
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U.S. Equities20%
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International Equities20%
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Government Bonds21%
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Corporate Bonds18%
Portfolio MER: 0.55%
*CI MSCI World ESG Impact ETF (CAD Hedged) is managed by CI Global Asset Management a subsidiary of CI Financial Corp. and thus an affiliate of CI Direct Investing.
Portfolio performance is not guaranteed. The value of your investment can go down, up and change frequently. Past performance is not indicative of future returns. There may be significant differences between the investment portfolios that are not discussed here, including different investment objectives and risk factors. You should always consider, in any investment decision, your investment objectives, needs, circumstances, restrictions, tolerance for risk, financial goals and investment time frame.
Although CI Direct Investing believes the obtained information provided from third-party sources to be reliable, CI Direct Investing does not guarantee the information and disclaims any liability associated with the use of these performance results. Source: Morningstar Direct. For full details of calculation please contact: info@cidirectinvesting.com.
Balanced Impact Portfolio
Asset Allocation
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International Equities28%
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U.S. Equities27%
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Fixed Income14%
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Government Bonds14%
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Corporate Bonds12%
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CleanTech5%
Portfolio MER: 0.51%
*CI MSCI World ESG Impact ETF (CAD Hedged) is managed by CI Global Asset Management a subsidiary of CI Financial Corp. and thus an affiliate of CI Direct Investing.
Portfolio performance is not guaranteed. The value of your investment can go down, up and change frequently. Past performance is not indicative of future returns. There may be significant differences between the investment portfolios that are not discussed here, including different investment objectives and risk factors. You should always consider, in any investment decision, your investment objectives, needs, circumstances, restrictions, tolerance for risk, financial goals and investment time frame.
Although CI Direct Investing believes the obtained information provided from third-party sources to be reliable, CI Direct Investing does not guarantee the information and disclaims any liability associated with the use of these performance results. Source: Morningstar Direct. For full details of calculation please contact: info@cidirectinvesting.com.
Growth Impact Portfolio
Asset Allocation
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International Equities36%
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U.S. Equities34%
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Fixed Income7%
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Government Bonds7%
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Corporate Bonds6%
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CleanTech10%
Portfolio MER: 0.46%
*CI MSCI World ESG Impact ETF (CAD Hedged) is managed by CI Global Asset Management a subsidiary of CI Financial Corp. and thus an affiliate of CI Direct Investing.
Portfolio performance is not guaranteed. The value of your investment can go down, up and change frequently. Past performance is not indicative of future returns. There may be significant differences between the investment portfolios that are not discussed here, including different investment objectives and risk factors. You should always consider, in any investment decision, your investment objectives, needs, circumstances, restrictions, tolerance for risk, financial goals and investment time frame.
Although CI Direct Investing believes the obtained information provided from third-party sources to be reliable, CI Direct Investing does not guarantee the information and disclaims any liability associated with the use of these performance results. Source: Morningstar Direct. For full details of calculation please contact: info@cidirectinvesting.com.
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