CIBC Balanced ETF Portfolio

  • CBLN

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Investment objective

The Portfolio seeks to achieve a balance of income and long-term capital growth by investing primarily in a diverse mix of fixed income and equity exchange-traded funds that employ passive investment strategies.

Why consider this ETF?

  • Simple and efficient one-ticket solution to gain exposure to a portfolio of ETFs that is continuously monitored and rebalanced as needed to maintain target weights. 
  • Broad global diversification across fixed income and equity markets, including Canadian, U.S., international and emerging market securities. an provide regular income
  • Strategic asset allocation for balanced growth and income: 40% fixed income, 60% equities.

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Fund profile (PDF, 180 KB) Opens a new window.

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Net Assets  
Closing Market Price  
Closing NAV Price  
12 Month low/high Market Price  
12 Month low/high NAV Price  
Market Volume  
Units Outstanding  
Inception Date 11/6/2025 
Risk Tolerance Low to medium 
Base Currency CAD  
Exchange Toronto Stock Exchange  
Benchmark N/A 
CUSIP 17164B101 
Management Fee 0.15% 
Management Expense Ratio (MER) N/A*
Eligible for Registered Plans Yes 

Due to regulations performance cannot be displayed in the first year of inception.

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Dividend Yield  
Average Price to Book Value  
Average Price to Earnings  
Average Credit Quality  
Average Coupon  
Average Yield to Maturity  
Distribution Yield  
Distribution Frequency Quarterly 

Asset Allocation  


            Note: Only top 10 allocations are shown. Charts may not add up to 100% due to rounding or use of derivatives in the fund.

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