Safety ETF Portfolio

Updated at May 22nd, 2025

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As of September 30, 2024

This portfolio seeks to provide income with a potential for modest growth by investing primarily in passive index ETFs with exposure to 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

47%	Government Bonds
21%	Corporate Bonds
7%	Canadian Equities
7%	US Equities
6%	International Equities
6%	Money Market
6%	Fixed Income

Investments

54.5%	iShares Core Canadian Universe Bond ETF
15%	Vanguard Global Aggregate Bond Index ETF (CAD-hedged)
7%	CI Canadian Equity Index ETF
7%	CI U.S. 500 Index ETF
6%	CI High Interest Savings ETF
6%	BMO MSCI EAFE Index ETF
4.5%	BMO High Yield US Corporate Bond Index ETF

Features

Features of this portfolio include:

Passive management
Income
Public assets
Diversification
High liquidity
Low cost

Benefits

Appropriate for clients with medium-term time horizons and conservative risk profiles
Opportunity for earning income
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: 0.16%

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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