With our exchange-traded fund portfolios you pay less than comparable mutual funds. Add in professional diversification to help protect you from the ups and downs of the market, and you’ve got the formula for potentially favourable returns.
Our portfolios
Portfolio details as of November 23, 2022
Safety ETF Portfolio
This portfolio is for those with a low-risk tolerance, have a short investment horizon and are comfortable with the majority of the portfolio invested in fixed income and equity. This portfolio is managed by our affiliate, CI Global Asset Management, a sub-advisor for CI Direct Investing.
Asset Allocation
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Canadian Equities7%
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U.S. Equities6.5%
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International Equities5.5%
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Corporate Bonds21%
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Government Bonds49.5%
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High-Yield Bonds4.5%
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Money Market6%
Fund Allocation
Fund
Symbol
Weighting
Portfolio MER: 0.17%
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.
CI Global Asset Management is a registered business name of CI Investments Inc.
Conservative ETF Portfolio
This portfolio is for those with a low to medium risk tolerance, have a short to intermediate investment horizon and are comfortable with the majority of the portfolio invested in fixed income and equity. This portfolio is managed by our affiliate, CI Global Asset Management, a sub-advisor for CI Direct Investing.
Asset Allocation
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Canadian Equities13%
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U.S. Equities11.5%
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International Equities9%
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Emerging Markets3.5%
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Corporate Bonds16%
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Government Bonds38%
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High-Yield Bonds4%
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Money Market5%
Fund Allocation
Fund
Symbol
Weighting
Portfolio MER: 0.19%
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.
CI Global Asset Management is a registered business name of CI Investments Inc.
Balanced ETF Portfolio
This portfolio is for those with a medium risk tolerance, have an intermediate investment horizon and are comfortable with a diversified portfolio invested in fixed income, equity, real estate and alternatives. This portfolio is managed by our affiliate, CI Global Asset Management, a sub-advisor for CI Direct Investing.
Asset Allocation
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Canadian Equities19.5%
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U.S. Equities17%
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International Equities14%
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Emerging Markets5.5%
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Corporate Bonds11%
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Government Bonds26.5%
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High-Yield Bonds5%
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Money Market1.5%
Fund Allocation
Fund
Symbol
Weighting
Portfolio MER: 0.23%
The performance provided is for informational purposes only and is not to be considered as investment advice. 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.
CI Global Asset Management is a registered business name of CI Investments Inc.
Growth ETF Portfolio
This portfolio is for those with a medium risk tolerance, have an intermediate to long term investment horizon and are comfortable with the majority of the portfolio invested in equity, real estate and alternatives. This portfolio is managed by our affiliate, CI Global Asset Management, a sub-advisor for CI Direct Investing.
Asset Allocation
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Canadian Equities24.5%
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U.S. Equities21.5%
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International Equities17.5%
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Emerging Markets7%
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Corporate Bonds7.5%
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Government Bonds17%
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High-Yield Bonds4%
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Money Market1%
Fund Allocation
Fund
Symbol
Weighting
Portfolio MER: 0.23%
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.
CI Global Asset Management is a registered business name of CI Investments Inc.
Aggressive ETF Portfolio
This portfolio is for those with a medium to high risk tolerance, have a long term investment horizon and are comfortable with the majority of the portfolio invested in equity and real estate. This portfolio is managed by our affiliate, CI Global Asset Management, a sub-advisor for CI Direct Investing.
Asset Allocation
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Canadian Equities28%
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U.S. Equities24%
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International Equities20%
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Emerging Markets8%
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Corporate Bonds5.5%
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Government Bonds12.5%
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High-Yield Bonds1%
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Money Market1%
Fund Allocation
Fund
Symbol
Weighting
Portfolio MER: 0.23%
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.
CI Global Asset Management is a registered business name of CI Investments Inc.
Explore our other portfolios
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* This compares the average cost of investing in CI Direct Investing’s Balanced ETF Portfolio against the average cost of investing with mutual funds of 1.93%. CI Direct Investing’s cost is based on the annualized portfolio management fee on $25,000 (0.60%) and the weighted management expense ratio (0.25%) of the ETF holdings in the Balanced ETF Portfolio. Source: Monitoring Trends in Mutual Fund Cost of Ownership and Expense Ratios – Strategic Insights, June 2019