5 Year Return

7%

3.76 % higher return.

Risk Level

Low

Moderate

Average

Risky

High

12 Month Yield

1.97%

MER

0.25

Performance Summary

  • Cumulative Returns
  • Annualized Returns
YTD1 Month3 Month6 Month1 Year2 Year3 Year5 YearSince Inception
-0.33%-1.98%-1.00%6.22%2.68%12.30%15.21%39.49%46.77%
YTD1 Month3 Month6 Month1 Year2 Year3 Year5 YearSince Inception
2.68%5.97%4.83%6.88%6.39%

Asset Allocation

Your portfolio is invested in the following assets:

Stocks - 82.5%
  • US Equities

    30.0%

  • Corporate Bonds

    27.0%

  • International Equities

    15.0%

  • Canadian Equities

    10.5%

Bonds - 10.0%
  • High-Yield Bonds

    10.0%

Other - 7.5%
  • Real Estate

    7.5%

Fund Allocation

Your portfolio is invested in the following ETFs:

FundTickerBreakdown
Horizons S&P 500 ETF (Factsheet)HXS30.0%
BMO Mid Corporate Bond Index ETF (Factsheet)
ZCM
17.0%
iShares Core MSCI EAFE IMI ETF (Factsheet)XEF15.0%
Horizons S&P/TSX 60 ETF (Factsheet)
HXT
10.5%
BMO High Yld US Corp Bd Hdgd to CAD ETF (Factsheet)ZHY10.0%
BMO Mid-Term US IG Corporate Hedged to CAD Index ETF (Factsheet)ZMU10.0%
Horizons Equal Weight Canada REIT ETF (Factsheet)
HCRE
7.5%

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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