Conservative ESG Portfolio

Updated at May 22nd, 2025

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As of November 30, 2024

This portfolio seeks to provide a combination of income and moderate long-term growth by investing in an asset allocation ETF that holds passive ETFs using ESG-oriented investment strategies with exposure to global publicly traded fixed income and equity securities. ESG investing considers environmental, social, and governance factors alongside financial returns.

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

Asset Mix

27%	Government Bonds
23%	Corporate Bonds
22%	US Equities
13%	Canadian Equities
9%	International Equities
5%	Fixed Income
1%	Cash and Cash Equivalents

Investments

100%	iShares ESG Conservative Balanced ETF

Features

Features of this portfolio include:

Passive management
ESG
SRI
Income
Growth
Public assets
Diversification
High liquidity
Low cost
Simplicity
Tax efficiency

Benefits

Appropriate for clients with medium-term time horizons and conservative to moderately conservative risk profiles
Opportunity for earning income and growth
Alignment of values with investments through ESG strategy
Liquidity when you need your money
Cost-effectiveness due to low expenses
Simplified understanding compared to other strategies
Access to a diversified portfolio with a lower minimum investment through a fund of funds approach
Tax efficiency through fewer trades in an account

Risks

Capital risk
Exchange Traded Funds Risks
Interest rate risk
Market risk
Volatility

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: 0.25%

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.

cautious portfolio traditional esg