All Equity ESG Portfolio

Updated at May 22nd, 2025

+ More

As of November 30, 2024

This portfolio seeks to provide long-term growth by investing in an asset allocation ETF that holds passive ETFs using ESG-oriented investment strategies with exposure to global publicly traded equity securities. ESG investing considers environmental, social, and governance factors alongside financial returns.

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

Asset Mix

49%	US Equities
30%	Canadian Equities
21%	International Equities

Investments

100%	iShares ESG Equity ETF

Features

Features of this portfolio include:

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

Benefits

Appropriate for clients with long-term time horizons and aggressive risk profiles
Opportunity for growth
Alignment of values with investments through ESG strategy
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
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: 0.25%

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.

diverse equity sustainable stocks