Investor suitability

For those who:

  • are looking for long-term capital growth and a moderate level of income through global equity and fixed income securities
  • want exposure to a diversified portfolio of equity and fixed income exchange traded funds
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

CBGR seeks to provide long-term capital growth with a potential for a moderate level of income, primarily by investing in ETFs that provide exposure to a portfolio of global equity and fixed income securities.


Fund/ETF Facts

Inception date

2023-05-17

Asset class

Global Balanced

Income distribution

Quarterly

Exchange

Toronto Stock Exchange