For your financial future—and a better future for all.
OUR PORTFOLIOS
Portfolio details as of December 31, 2021
Conservative Impact Portfolio
Asset Allocation
-
Fixed Income21%
-
U.S. Equities20%
-
International Equities20%
-
Corporate Bonds18%
-
Government Bonds21%
Portfolio MER: 0.63%
*CI MSCI World ESG Impact ETF (CAD Hedged) is managed by CI Global Asset Management a subsidiary of CI Financial Corp. and thus an affiliate of CI Direct Investing.
Portfolio performance is not guaranteed. The value of your investment can go down, up and change frequently. Past performance is not indicative of future returns. There may be significant differences between the investment portfolios that are not discussed here, including different investment objectives and risk factors. You should always consider, in any investment decision, your investment objectives, needs, circumstances, restrictions, tolerance for risk, financial goals and investment time frame.
Although CI Direct Investing believes the obtained information provided from third-party sources to be reliable, CI Direct Investing does not guarantee the information and disclaims any liability associated with the use of these performance results. Source: Morningstar Direct. For full details of calculation please contact: info@cidirectinvesting.com.
Balanced Impact Portfolio
Asset Allocation
-
Fixed Income14%
-
U.S. Equities27%
-
International Equities28%
-
Corporate Bonds12%
-
Government Bonds14%
-
CleanTech5%
Portfolio MER: 0.64%
*CI MSCI World ESG Impact ETF (CAD Hedged) is managed by CI Global Asset Management a subsidiary of CI Financial Corp. and thus an affiliate of CI Direct Investing.
Portfolio performance is not guaranteed. The value of your investment can go down, up and change frequently. Past performance is not indicative of future returns. There may be significant differences between the investment portfolios that are not discussed here, including different investment objectives and risk factors. You should always consider, in any investment decision, your investment objectives, needs, circumstances, restrictions, tolerance for risk, financial goals and investment time frame.
Although CI Direct Investing believes the obtained information provided from third-party sources to be reliable, CI Direct Investing does not guarantee the information and disclaims any liability associated with the use of these performance results. Source: Morningstar Direct. For full details of calculation please contact: info@cidirectinvesting.com.
Growth Impact Portfolio
Asset Allocation
-
Fixed Income7%
-
U.S. Equities34%
-
International Equities36%
-
Corporate Bonds6%
-
Government Bonds7%
-
CleanTech10%
Portfolio MER: 0.65%
*CI MSCI World ESG Impact ETF (CAD Hedged) is managed by CI Global Asset Management a subsidiary of CI Financial Corp. and thus an affiliate of CI Direct Investing.
Portfolio performance is not guaranteed. The value of your investment can go down, up and change frequently. Past performance is not indicative of future returns. There may be significant differences between the investment portfolios that are not discussed here, including different investment objectives and risk factors. You should always consider, in any investment decision, your investment objectives, needs, circumstances, restrictions, tolerance for risk, financial goals and investment time frame.
Although CI Direct Investing believes the obtained information provided from third-party sources to be reliable, CI Direct Investing does not guarantee the information and disclaims any liability associated with the use of these performance results. Source: Morningstar Direct. For full details of calculation please contact: info@cidirectinvesting.com.
Explore our other portfolios
We offer investments and account types designed to help you meet your goals. They offer broad diversification and professional management.
ETF Portfolios
Global opportunities with low fees.
Private Portfolios
Diversify with private and alternative assets.

Competitive pricing
The more you invest, the more you save.

Get Started Today.
Easy saving, investing and unlimited advice. Open an account in minutes.