Portfolio Summary
This portfolio is for those with a medium risk tolerance, have an intermediate investment horizon and are comfortable with a diversified portfolio invested in fixed income, equity, real estate and alternatives. This portfolio is managed by our affiliate, CI Global Asset Management, a sub-advisor for CI Direct Investing.
As of October 31, 2023.
Asset Allocation
Your portfolio is invested in the following assets:
Asset Class | Weighting |
---|---|
Government Bonds | 26.0% |
Canadian Equities | 20.0% |
U.S. Equities | 17.0% |
International Equities | 14.0% |
Corporate Bonds | 11.0% |
Emerging Markets | 6.0% |
High Yield Bonds | 5.0% |
Money Market | 1.0% |
Fund Allocation
Your portfolio is invested in the following ETFs:
Portfolio MER |
---|
0.23% |
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].