These portfolios are built on a foundation of private assets complemented by public investments to provide a diversified approach to investing.
Our portfolios
Portfolio details as of April 30, 2022
Safety Private Portfolio
Asset Allocation
-
International Equities4%
-
U.S. Equities4%
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Canadian Equities3%
-
Real Estate1.5%
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Mortgages25%
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Government Bonds18%
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Corporate Bonds8%
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Fixed Income3%
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Preferred Shares2.5%
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High-Yield Bonds1.5%
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Private Real Estate14%
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Private Mortgage5%
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Private Debt4%
-
Private Equity4%
-
Alternative Strategies2.5%
Portfolio MER: 0.85%
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 Private Portfolio
Asset Allocation
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International Equities8%
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U.S. Equities7%
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Canadian Equities7%
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Real Estate3%
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Fixed Income6%
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Preferred Shares5%
-
High-Yield Bonds4%
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Private Real Estate28%
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Private Mortgage10%
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Private Equity8%
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Private Debt8%
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Alternative Strategies6%
Fund Allocation
Fund
Symbol
Weighting
Portfolio MER: 1.55%
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.
Aggressive Private Portfolio
Asset Allocation
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U.S. Equities35%
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International Equities5%
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Canadian Equities5%
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Real Estate2%
-
Fixed Income4%
-
Preferred Shares3%
-
High-Yield Bonds3%
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Private Real Estate20%
-
Private Mortgages7%
-
Private Equity6%
-
Private Debt6%
-
Alternative Strategies4%
Portfolio MER: 1.12%
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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