Conservative ETF Portfolio

Updated at May 22nd, 2025

+ More

As of September 30, 2024

This portfolio seeks to provide a combination of income and moderate long-term 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

35%	Government Bonds
16%	Corporate Bonds
13%	Canadian Equities
13%	US Equities
11%	International Equities
5%	Money Market
4%	Fixed Income
4%	Emerging Markets

Investments

41%	iShares Core Canadian Universe Bond ETF
12.75%	CI Canadian Equity Index ETF
11%	Vanguard Global Aggregate Bond Index ETF (CAD-hedged)
12.75%	CI U.S. 500 Index ETF
10.5%	BMO MSCI EAFE Index ETF
4.5%	CI High Interest Savings ETF
3.5%	BMO High Yield US Corporate Bond Index ETF
4%	CI Emerging Markets Alpha 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 conservative to moderately conservative 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: 0.19%

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.

stable portfolio traditional etf