Returns Since Inception 

See the most recent performance results

Investment objective

To seek long-term investment returns through capital growth, dividends and some income. A concentrated portfolio of 20-30 holdings allows the manager the opportunity to add value. This unique portfolio has low all-inclusive fees.

Investment profile

Suitable for investors who:

• Want to have informed professional advice without the inconvenience of day-to-day decisions

• Appreciate the security associated with having their assets held at CIBC

• Want to own the best companies in promising sectors

Investment strategy

The portfolio is predominantly focused on global all-cap equities. Country and currency allocations will be optimized considering macroeconomic conditions. From time to time, corporate fixed income, convertible bonds/debentures and preferred shares will be used when risk/reward makes them favourable to stock.

Portfolio facts

• Portfolio Manager: Richard Nemeth
• Investment Approach: Multiple Styles
• Return Objective: Income and Growth
• Risk Profile: Medium-High
• Investment Management Fee: $100,000 minimum
• Portfolio Inception: November 1, 2012
• Benchmark: 40% S&P/TSX Composite Index; 20% S&P 500 Index; 20% FTSE Canada Universe Bond Index; 20% MSCI EAFE Index

To learn more

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Call: (519) 640-7740

Next: Delaware Strategic Balanced Portfolio