Essential Safety Portfolio
Written by Joelle
Updated at May 28th, 2025
As of November 30, 2024
This portfolio seeks to provide income with a potential for modest growth 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
| 57% | Government Bonds |
| 18% | Corporate Bonds |
| 7% | Canadian Equities |
| 7% | International Equities |
| 7% | US Equities |
| 4% | Fixed Income |
Features
Features of this portfolio include:
Benefits
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.
