Essential Balanced Portfolio

Updated at May 28th, 2025

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As of November 30, 2024

This portfolio seeks to provide a combination of long-term growth and a moderate level of income by investing in an asset allocation ETF that holds passive ETFs with exposure to global publicly traded fixed income and equity securities.

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

Asset Mix

29%	Government Bonds
21%	Canadian Equities
19%	International Equities
19%	US Equities
9%	Corporate Bonds
3%	Fixed Income

Investments

100%	CI Balanced Asset Allocation ETF

Features

Features of this portfolio include:

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

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
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: 0.30%

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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