Key stats
About CI BALANCED INCOME ASSET ALLOCATION COM UNIT
Expense ratio
0.39%
Home page
Inception date
May 17, 2023
The fund is an asset allocation fund-of-funds that aims for long-term capital growth and a moderate level of income. It invests in investment funds, including ETFs, that hold portfolios of equity and fixed income securities from around the world. The fund seeks to maintain its long-term strategic asset allocation to be approximately 40% equity and 60% fixed income. The fund may invest in other funds associated or managed by the fund manager. It may invest directly in securities or indirectly through derivatives. As an actively managed ETF, the fund managers have full discretion to buy, sell, or hold securities, among other investment decisions, including rebalancing and reconstitution from time to time.
Classification
What's in the fund
Exposure type
ETF
Mutual fund
Bonds, Cash & Other100.00%
ETF84.99%
Mutual fund14.92%
Cash0.09%