CIBC Balanced Growth ETF Portfolio

  • CGRW

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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.

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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 12575U103 
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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