High Interest Savings Portfolio

Updated at May 22nd, 2025

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as of November 30, 2024

This portfolio’s strategy is to invest in cash equivalent investments, which can include savings accounts at big banks and other cash equivalent ETFs and mutual funds to provide very liquid interest earning investments with limited risk to principal. This portfolio includes the CI First Asset High Interest Savings ETF (CSAV) which is managed by CI Global Asset Management a subsidiary of CI Financial Corp. and an affiliate of CI Digital Wealth.

The minimum initial investment amount for this portfolio is $100.

Asset Mix

100%	Money Market

Investments

100%	CI High Interest Savings ETF

Features

Features of this portfolio include:

High liquidity
Capital preservation
Income
Low cost
Low volatility

Benefits

Appropriate for clients with short-term time horizons and conservative risk profiles
Preservation of capital
Earn income through cash equivalent investments

Risks

Inflation risk
Interest rate risk
Exchange Traded Funds Risks

These are just some of the risks of investing. You can learn more about these risks, and other risks of investing, in our Help Centre here.

MER: 0.16%

MER stands for Management Expense Ratio. Like every other investment, you pay built-in MER fees to the company providing the investment, not to CI Digital Wealth. You won’t see this money deducted from your account, but we thought you should know about it.

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