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DESIGNED FOR IMPACT AND PERFORMANCE

You don’t have to compromise on your investment goals. Our low-fee, globally diversified portfolios are built with funds selected for their performance track-record—and the initiatives they support.

BUILT FOR BETTER

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Do good

Unlike typical socially responsible investing portfolios which are built to avoid doing bad, our Impact Portfolios let you actively invest in doing good.

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Drive change

Within one portfolio, you invest in global companies addressing some of the world’s most important social and environmental challenges, like: affordable housing, solar and wind energy, research to cure diseases and lifesaving drugs, and sustainable agriculture, clean water and sanitation.

OUR PORTFOLIOS

Portfolio details as of December 31, 2021

Conservative Impact Portfolio

Protection and steady growth
You want to preserve value, but still earn a respectable return on your investment. You have a low to medium risk tolerance, and are somewhat comfortable with the ups and downs of the market in the short to medium term. And importantly, you want to align your investments to your values. If this sounds like you, then the Conservative Impact Portfolio could be the right fit.

Asset Allocation

This portfolio is invested in the following assets.
Stocks - 61%
Subcategory of Stocks
  • Fixed Income
    21%
  • U.S. Equities
    20%
  • International Equities
    20%
Bonds - 39%
Subcategory of Bonds
  • Corporate Bonds
    18%
  • Government Bonds
    21%

Fund Allocation

Your portfolio is invested in the following funds:

Fund

Ticker

Breakdown

NEI Global Impact Bond Fund (Factsheet)

NWT8593

60.0%

CI MSCI World ESG Impact ETF (CAD Hedged)* (Factsheet)

CESG

40.0%

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.

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Balanced Impact Portfolio

Moderate growth, some fluctuations
You want steady growth. You have a medium risk tolerance, and are comfortable with the ups and downs of the market in the medium term. And importantly, you want to align your investments to your values. If this sounds like you, then the Balanced Impact Portfolio could be the right fit.

Asset Allocation

This portfolio is invested in the following assets.
Stocks - 69%
Subcategory of Stocks
  • Fixed Income
    14%
  • U.S. Equities
    27%
  • International Equities
    28%
Bonds - 26%
Subcategory of Bonds
  • Corporate Bonds
    12%
  • Government Bonds
    14%
Other - 5%
Subcategory of Other
  • CleanTech
    5%

Fund Allocation

Your portfolio is invested in the following funds:

Fund

Ticker

Breakdown

CI MSCI World ESG Impact ETF (CAD Hedged)* (Factsheet)

CESG

55.0%

NEI Global Impact Bond Fund (Factsheet)

NWT8593

40.0%

First Trust NASDAQ Clean Edge Green Energy Index ETF (Factsheet)

QCLN

5.0%

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.

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Growth Impact Portfolio

Growth focused, moderate fluctuations
You want high growth. You have a medium to high risk tolerance, and are comfortable with the ups and downs of the market in the medium to long term. And importantly, you want to align your investments to your values. If this sounds like you, then the Growth Impact Portfolio could be the right fit.

Asset Allocation

This portfolio is invested in the following assets.
Stocks - 77%
Subcategory of Stocks
  • Fixed Income
    7%
  • U.S. Equities
    34%
  • International Equities
    36%
Bonds - 13%
Subcategory of Bonds
  • Corporate Bonds
    6%
  • Government Bonds
    7%
Other - 10%
Subcategory of Other
  • CleanTech
    10%

Fund Allocation

Your portfolio is invested in the following funds:

Fund

Ticker

Breakdown

CI MSCI World ESG Impact ETF (CAD Hedged)* (Factsheet)

CESG

70.0%

NEI Global Impact Bond Fund (Factsheet)

NWT8593

20.0%

First Trust NASDAQ Clean Edge Green Energy Index ETF (Factsheet)

QCLN

10.0%

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.

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