CIBC Balanced Growth ETF Portfolio – ETF Series

  • CGRW

  •  

  •  

Investment objective

The Portfolio seeks to achieve a combination of long-term capital growth and some income 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. 
  • Global exposure to both fixed income and equity markets, including Canadian, US, international, and emerging market securities.
  • Strategic asset allocation with a focus on long-term growth: 25% fixed income, 75% 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 6/11/2025 
Risk Tolerance Low to medium 
Base Currency CAD  
Exchange Toronto Stock Exchange 
Benchmark N/A 
CUSIP 12575U103 
Management Fee 0.155% 
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 ($)