Balanced ETF Portfolio

Updated at May 22nd, 2025

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As of September 30, 2024

This portfolio seeks to provide a combination of long-term growth and a moderate level of income by investing primarily in passive index ETFs with exposure to a portfolio of global publicly traded fixed income and 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

25%	Government Bonds
19%	Canadian Equities
19%	US Equities
15%	International Equities
12%	Corporate Bonds
6%	Emerging Markets
4%	Fixed Income
1%	Cash and Cash Equivalents

Investments

28.5%	iShares Core Canadian Universe Bond ETF
18.5%	CI Canadian Equity Index ETF
18,5%	CI U.S. 500 Index ETF
15%	BMO MSCI EAFE Index ETF
6,5%	Vanguard Global Aggregate Bond Index ETF (CAD-hedged)
6%	CI Emerging Markets Alpha ETF
3,5%	CI Enhanced Short Duration Bond Fund
3.5%	BMO High Yield US Corporate Bond Index ETF

Features

Features of this portfolio include:

Passive management
Income
Growth
Public assets
Diversification
High liquidity
Low cost

Benefits

Appropriate for clients with medium-term time horizons and moderately conservative to moderate risk profiles
Opportunity for earning income and growth
Liquidity when you need your money
Cost-effectiveness due to low expenses
Diversification with a mix of different types of investments using a multi-ETF approach

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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