CIBC Balanced Fund

Investment objective:

To provide a balanced portfolio of primarily Canadian securities that produce income and capital appreciation by investing primarily in Canadian money market instruments, debt securities and common and preferred shares.

Rate Information

The Fund may be suitable for:

  • Investors looking for broad diversification within a single fund
  • Those who want both income and the potential for long-term growth
  • Those investing for the medium to long term

What are the risks of investing in the Fund?

  • Concentration risk, currency risk, derivative risk, equity risk, fixed income risk, foreign market risk, general market risk, large investor risk, legal and regulatory risk, securities lending, repurchase and reverse repurchase agreements risk, short selling risk, and trusts and partnerships risk
  • Refer to the Simplified Prospectus for more details

* Volatility (low to high): The lower the volatility ranking, the lower the risk of the fund. Funds with a volatility ranking of high are the most risky.

** Other dealers may have different minimum dollar requirements.

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