Risk. Make it Work for You.

Risk is the fuel of investment decisions—the more you take, the greater your potential return—or loss. The amount of risk you’re willing to take on depends on your age, net worth, goals, and ultimately your personal comfort with uncertainty. You can’t avoid risk, but we can help you manage it.


CDSPI offers a family of funds that help manage your risk—CDSPI Managed Risk Portfolios.


Each portfolio carries a distinct level of risk from conservative to aggressive, and they all give you:

  • Asset class, region and economic sector exposure for diversification
  • Institutional fund management for added risk management
  • Strategic, active asset allocation to keep your investment in line with your objectives
  • Top-tier industry performance for above-average long-term growth


CDSPI Managed Risk Portfolios

CDSPI Conservative Growth Portfolio CDSPI Income Portfolio CDSPI Income Plus Portfolio CDSPI Balanced Portfolio CDSPI Moderate Growth Portfolio CDSPI Aggressive Growth Portfolio
Star rating* ***** ***** **** **** ***** ****
Quartile ranking 1 1 2 1 1 1
10-yr. growth of $10K $21,508 $18,418 $18,726 $20,423 $22,208 $22,650
Risk rating within category Below average Average Below average Average Average Below average
Return vs. category High High Above average High High Above average


Managed by Industry Leaders

The CDSPI Managed Risk Portfolios are managed by CI Investments, one of Canada’s largest fund companies. Each portfolio is comprised of a strategic mix of 14-16 carefully selected and closely monitored top performing CI funds.


Invest with Advice

Our Investment Planning Advisors work with you to determine your risk profile and investment objectives, then recommend the ideal asset mix and investments for you. Call us to find out what’s right for you.


investment@cdspi.com    1.800.561.9401


*Fund data and Morningstar ratings are based on analysis by Morningstar, Inc. of CDSPI funds with performance records of ten years or more, as of November 30, 2018. Past performance is not necessarily indicative of future results. For more details on the calculation of Morningstar ratings, please see www.morningstar.ca.

Financial planning and advisory services are provided by licensed advisors at CDSPI Advisory Services Inc. Restrictions to advisory services may apply in certain jurisdictions.

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