5 Year Return

5.55%

4.44% higher than the benchmark.

Risk Level

Low

Moderate

Average

Risky

High

12 Month Yield

1.73%

MER

0.24

Performance Summary

See how this portfolio performed across different time periods.

  • Cumulative Returns
  • Annualized Returns
PeriodCumulative Returns    Annualized Returns
YTD3.51%
1 Month2.23%
3 Month3.51%
6 Month11.39%
1 Year31.14%31.14%
2 Year21.62%10.27%
3 Year30.84%9.37%
5 Year65.04%10.54%
Since Inception74.74%8.81%
YearReturns
20141.88%
20155.56%
20169.62%
201713.46%
2018-2.08%
201918.78%
2020
8.49%
YTD1 Month3 Month6 Month1 Year2 Year3 Year5 YearAll time
1.79%6.27%5.21%7.44%7.14%

Asset Allocation

This portfolio is invested in the following assets.

Stocks - 64.5%
  • US Equities

    35.0%

  • International Equities

    17.5%

  • Canadian Equities

    12.0%

Bonds - 25.5%
  • High-Yield Bonds

    12.5%

  • Corporate Bonds

    13.0%

Other - 10%
  • Real Estate

    10.0%

Fund Allocation

This portfolio is invested in the following securities.

FundTickerBreakdown
Horizons S&P 500 ETF (Factsheet)HXS35.0%
iShares Core MSCI EAFE IMI (Factsheet)XEF17.5%
BMO High Yld US Corp Bd Hdgd to CAD ETF (Factsheet)ZHY12.5%
Horizons S&P/TSX 60 ETF (Factsheet)
HXT
12.0%
Horizons Equal Weight Canada REIT ETF (Factsheet)HCRE10.0%
BMO Mid Corporate Bond Index ETF (Factsheet)
ZCM
8.0%
BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (Factsheet)ZMU5.0%

This is a hypothetical illustration of our portfolio performance as of the date noted above. The time-weighted performance is displayed in Canadian dollars and assumes daily rebalancing and the reinvestment of distributions. It is reflective of the model portfolio’s target holdings and weights including portfolio changes. The performance is net of the management expense ratios (MERs); however, does not include CI Direct Investing’s management fee or taxes. Performance is annualized for all periods greater than one year.  This performance may differ from clients’ actual account return due to the timing of deposits, withdrawals, buys and sells, and the reinvestment of distributions.

The performance provided is for informational purposes only and is not to be considered as investment advice. 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: [email protected].

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