CIBC Balanced ETF Portfolio – ETF Series

  • 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.

Fund snapshot (PDF, 190 KB) Opens a new window.

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 06/11/2025 
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.

Average Credit Quality  
Average Coupon  
Average Yield to Maturity  
Distribution Yield  
Distribution Frequency Monthly 

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.

        Historical Distributions

        Distr. Period Ex-Dividend Date Record Date Pay Date Cash Distr.
        Per Unit ($)                 		Reinvested Distr.
        Per Unit ($)                 		Total Distr.
        Per Unit ($)