5 Year Return

-

Risk Level

Low

Moderate

Average

Risky

High

12 Month Yield

%

MER

0.64

Moderate growth, some volatility

This portfolio has an inception date of Jan. 4, 2021 and performance will be reported once the portfolio has at least one year of history.

Asset Allocation

Your portfolio is invested in the following assets:

Stocks - 55%
  • International Equities

    28.0%

  • US Equities

    27.0%

Bonds - 40%
  • Fixed Income

    14.0%

  • Government Bonds

    14.0%

  • Corporate Bonds

    12.0%

Other - 5%
  • CleanTech

    5.0%

Fund Allocation

Your portfolio is invested in the following funds:

FundTickerBreakdown
CI First Asset MSCI World ESG Impact ETF (CAD Hedged)* (Factsheet)CESG55.0%
NEI Global Impact Bond Fund (Factsheet)NWT859340.0%
First Trust NASDAQ Clean Edge Green Energy Index ETF (Factsheet)QCLN5.0%

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.

*CI First Asset 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.

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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