What you get with CI Mosaic ETF Portfolios

Access

Access

ETFs provide the means to access global opportunities, quickly and cost effectively.

Choice

Choice

5 Portfolio solutions designed to align with your risk tolerance and investment objectives, and to complement any existing holdings.

Opportunity

Opportunity

Exposure to evolving market opportunities with the aim of helping you create and preserve wealth for the long-term.

Expertise

Active

Experienced management team specializing in portfolio design, asset allocation and risk management.

  • Fixed income and Equity legend
  • CI Mosaic Income ETF PortfolioCI Mosaic Income ETF Portfolio

    CI Mosaic Income ETF Portfolio

    Target Portfolio Composition*

    Fixed income: 80%
    Equity: 20%

    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 PortfolioCI Mosaic Balanced Income ETF Portfolio

    CI Mosaic Balanced Income ETF Portfolio

    Target Portfolio Composition*

    Fixed income: 60%
    Equity: 40%

    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 PortfolioCI Mosaic Balanced ETF Portfolio

    CI Mosaic Balanced ETF Portfolio

    Target Portfolio Composition*

    Fixed income: 40%
    Equity: 60%

    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 PortfolioCI Mosaic Balanced Growth ETF Portfolio

    CI Mosaic Balanced Growth ETF Portfolio

    Target Portfolio Composition*

    Fixed income: 20%
    Equity: 80%

    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 PortfolioCI Mosaic Growth ETF Portfolio

    CI Mosaic Growth ETF Portfolio

    Target Portfolio Composition*

    Equity: 100%

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

For Illustrative Purposes Only. This chart is not intended to represent actual performance of any of the CI Mosaic ETF Portfolios.  Actual performance results of each Portfolio may vary.

chart

For Illustrative Purposes Only. This chart is not intended to represent actual performance of any of the CI Mosaic ETF Portfolios.  Actual performance results of each Portfolio may vary.

  • CI Mosaic Income ETF Portfolio

    CI Mosaic Income ETF PortfolioFixed income and Equity legend

    Target Portfolio Composition*

    Fixed income: 80% | Equity: 20%

    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

    CI Mosaic Balanced Income ETF PortfolioFixed income and Equity legend

    Target Portfolio Composition*

    Fixed income: 60% | Equity: 40%

    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

    CI Mosaic Balanced ETF PortfolioFixed income and Equity legend

    Target Portfolio Composition*

    Fixed income: 40% | Equity: 60%

    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

    CI Mosaic Balanced Growth ETF PortfolioFixed income and Equity legend

    Target Portfolio Composition*

    Fixed income: 20% | Equity: 80%

    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

    CI Mosaic Growth ETF PortfolioFixed income and Equity legend

    Target Portfolio Composition*

    Equity: 100%

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

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.

Sophisticated risk management for downside protection

Risk Management

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 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
  • Founded in 2004
  • $40 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 September 30, 2018.

First Asset
  • Over 20 years of experience
  • 42 ETFs
  • 100K+ Canadians invested in First Asset ETFs
  • 20% ETF AUM growth in 2018

Source: First Asset as at October 31, 2018.

Types of Mosaic ETFs

  • 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.

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.

MOSAIC RESOURCE CENTRE

Speak to your financial advisor about how Mosaic can help you achieve your goals.

Advisors – please contact your CI Sales Team representative at 1-800-268-9374 to learn more (or email connect@ci.com).

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.

First Asset ETFs are managed by First Asset Investment Management Inc. (“First Asset”), a subsidiary of CI Financial Corp., which is listed on the Toronto Stock Exchange under the symbol “CIX”. TM First Asset and its logo are trademarks of a subsidiary of CI Financial Corp. First Asset is an affiliate 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.

*Please refer to the funds’ prospectus for each Portfolio’s possible asset mix ranges.

© CI Investments Inc. 2019. All rights reserved. ®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.

Published January 28, 2019.