Aggressive ETF Portfolio

Updated at May 22nd, 2025

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As of September 30, 2024

This portfolio seeks to provide long-term growth with a potential for a modest level of income by investing primarily in passive index ETFs with exposure to a portfolio of global publicly traded equity securities. This portfolio is managed by our affiliate, CI Global Asset Management, a sub-advisor for CI Digital Wealth.

The minimum initial investment amount for this portfolio is $50,000.

Asset Mix

28%	Canadian Equities
24%	US Equities
20%	International Equities
12%	Government Bonds
8%	Emerging Markets
4%	Corporate Bonds
3%	Fixed Income
1%	Cash and Cash Equivalents

Investments

28%	CI Canadian Equity Index ETF
24%	CI U.S. 500 Index ETF
20%	BMO MSCI EAFE Index ETF
13%	iShares Core Canadian Universe Bond ETF
8%	CI Emerging Markets Alpha ETF
4%	Vanguard Global Aggregate Bond Index ETF (CAD-hedged)
3%	CI Enhanced Short Duration Bond Fund

Features

Features of this portfolio include:

Passive management
Growth
Public assets
Diversification
High liquidity
Low cost

Benefits

Appropriate for clients with long-term time horizons and aggressive risk profiles
Opportunity for growth
Liquidity when you need your money
Cost-effectiveness due to low expenses

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: 0.22%

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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