What you get with
CI Mosaic ETF Portfolios
Access
ETFs provide the means to access global opportunities, quickly and cost effectively.
Choice
5 Portfolio solutions designed to align with your risk tolerance and investment objectives, and to complement any existing holdings.
Opportunity
Exposure to evolving market opportunities with the aim of helping you create and preserve wealth for the long-term.
Active
Experienced management team specializing in portfolio design, asset allocation and risk management.
Robust asset allocation
By diversifying across a mix of asset classes and actively rebalancing, CI Mosaic ETF Portfolios’ active asset allocation also considers how investments perform in relation to each other. With a wide choice of underlying ETFs, CI Mosaic ETF Portfolios aim to help you access the right investment, at the right time, to the right degree.
CI Mosaic Income ETF Portfolio
Target Portfolio Composition*
- 80% Fixed Income
- 20% Equity
Appeals to investors looking for a balance between income and capital growth with a focus on capital preservation over the medium to long-term.
CI Mosaic Balanced Income ETF Portfolio
Target Portfolio Composition*
- 60% Fixed Income
- 40% Equity
Appeals to investors looking for a balance between income and long-term capital growth with a bias towards income, by investing primarily in a diversified portfolio of fixed income and equity ETFs.
CI Mosaic Balanced ETF Portfolio
Target Portfolio Composition*
- 40% Fixed Income
- 60% Equity
Appeals to investors looking for a balance between income and long-term capital growth by investing primarily in a diversified portfolio of equity and income ETFs.
CI Mosaic Balanced Growth ETF Portfolio
Target Portfolio Composition*
- 20% Fixed Income
- 80% Equity
Appeals to investors looking for long-term capital growth by investing primarily in a diversified portfolio of equity and fixed-income ETFs.
CI Mosaic Growth ETF Portfolio
Target Portfolio Composition*
- 100% Equity
Appeals to investors looking for long-term capital growth by investing primarily in a diversified portfolio of equity ETFs.
*Please refer to the funds’ prospectus for each portfolio’s possible asset mix ranges.
**For illustrative purposes only. These charts are not intended to represent actual performance of any of the CI Mosaic ETF Portfolios. Actual performance results of each portfolio may vary.
Sophisticated risk management for downside protection
Managing risk and mitigating the downside are equally important in growing your investments. CI Mosaic ETF Portfolios are actively managed within a risk framework whereby CI Multi-Asset Management, the portfolio manager, carefully monitors the economic environment (macro factors) and the underlying holdings.
What powers Mosaic
Each CI Mosaic ETF Portfolio fuses CI Multi-Asset Management’s experience in asset allocation with CI First Asset’s diverse and specialized lineup of ETFs. This combination powers Mosaic’s strategic and tactical asset allocation and risk management capabilities.
- Founded in 2004
- $38 billion in managed assets
- Specializing in portfolio design, asset allocation and risk management
- Invested in 13 asset classes
Source: CI Multi-Asset Management as at December 31, 2018.
- Over 20 years of experience
- 42 ETFs
- 150K+ CI First Asset ETF investors
- 20% ETF AUM growth in 2018
Source: CI First Asset as at December 31, 2018.
Types of Mosaic ETFs
By combining index-tracking (or passive), smart-beta and active strategies, investors can benefit from exposure to an array of favourable characteristics, which can complement each other.
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Active
These strategies bring together the value-added potential of professionally managed investment exposure with the cost-effective characteristics of ETFs. Includes constant oversight, including tactical positioning.
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Smart Beta
Constructed using either objective factor-based, fundamental and/or technical analysis to select stocks from a benchmark or a customized index.
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Covered Call
Designed with the potential to provide additional income from the option premiums earned, while offering modest share price appreciation and a cushion in down markets.
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Index-tracking
These offer passive tracking of an index providing exposure to broad markets with no human oversight or rules-based methodology.