CIBC Balanced Index Fund - Premium Class Units

Investment objective:

To provide both long-term growth through capital appreciation and income by investing primarily in a combination of debt instruments, equity securities and options, futures and forward contracts based on Canadian, U.S. and international stock market indices.

Rate Information

The Fund may be suitable for:

  • Investors looking for diversification within a single fund
  • Those seeking returns that closely match the blended index
  • Those who want both income and the potential for long-term growth
  • Those investing for the medium to long term
  • Those with at least $50,000 to invest (which is the minimum initial investment for Premium Class units of this Fund)

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, index risk, large investor risk, legal and regulatory risk, securities lending, repurchase and reverse repurchase agreements risk, and short selling 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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