What you get with
CI Mosaic ETF Portfolios

CI Mosaic ETF Portfolios flower logo

  • 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.

Graph plotting the expected growth and expected risk of the ETF portfolios

CI Mosaic Income ETF Portfolio

Donut chart showing target portfolio composition - 80% Fixed Income; 20% Equity

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

Donut chart showing target portfolio composition - 60% Fixed Income; 40% Equity

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

Donut chart showing target portfolio composition - 40% Fixed Income; 60% Equity

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

Donut chart showing target portfolio composition - 20% Fixed Income; 80% Equity

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

Donut chart showing target portfolio composition - 100% Equity

Target Portfolio Composition*

  • 100% Equity

Appeals to investors looking for long-term capital growth by investing primarily in a diversified portfolio of equity ETFs.

View the full lineup

*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.

Risk management framework: currency management; portfolio rebalancing; sector exposure management; market risk management; portfolio manager oversight.

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.

CI Multi-Asset Management logo
  • 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.

First Asset Exchange Traded Funds logo
  • 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.

  • 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.

  • Smart Beta

    Constructed using either objective factor-based, fundamental and/or technical analysis to select stocks from a benchmark or a customized index.

  • 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.

  • Index-tracking

    These offer passive tracking of an index providing exposure to broad markets with no human oversight or rules-based methodology.

Mosaic Resource Centre

We believe strongly in the value of sound financial advice. Speak to a trusted advisor about how CI’s investment solutions can help you achieve your financial goals.

If you don’t have a financial advisor you may want to review: Why should I invest with a financial advisor? 

Important Disclaimers

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and exchange-traded fund (ETF) investments. Please read the prospectus before investing. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.

This document is provided as a general source of information and should not be considered personal, legal, accounting, tax or investment advice, or an offer or a solicitation to buy or sell securities. Every effort has been made to ensure that the material contained in this document is accurate at the time of publication. Market conditions may change which may impact the information contained in this document. All charts and illustrations in this document are for illustrative purposes only. They are not intended to predict or project investment results. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Investors should consult their professional advisors prior to implementing any changes to their investment strategies.  

The CI First Asset Exchange Traded Funds (ETFs) are managed by CI Investments Inc., a subsidiary of CI Financial Corp., which is listed on the Toronto Stock Exchange under the symbol “CIX”.  CI First Asset Exchange Traded Funds and its logo are trademarks of CI Investments Inc.  CI Multi-Asset Management is a division of CI Investments Inc. The CI Multi-Asset Management design and logo are trademarks of CI Investments Inc.

CI Investments® and the CI Investments design are registered trademarks of CI Investments Inc. “Trusted Partner in Wealth” and “CI Mosaic ETF Portfolios” are trademarks of CI Investments Inc. ®CI Financial is a registered trademark of CI Investment Inc., used under license.                      

©2019 CI Investments Inc. All rights reserved. 

Published October 23, 2019.