Skip to Main Content
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
Client Login
  • Home
  • About Us
    • Our Story
    • Our Team
    • Our Process
    • Our Philosophy
    • FAQ's
  • Services
    • All Services
    • Advisor Managed Account (AMA)
    • Investment Consulting Service (ICS)
    • Custom Accounts (CA)
  • Our Portfolios
    • All Portfolios
    • Delaware Income Portfolio
    • Delaware Global Growth Portfolio
    • Delaware Strategic Balanced
    • Performance Results
  • Contact us
  • CIBC.com
  • CIBC Private Wealth
  • CIBC Websites
  • Client Login
 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Nemeth Wealth Management

  • Home
  • About Us
    • Our Story
    • Our Team
    • Our Process
    • Our Philosophy
    • FAQ's
  • Services
    • All Services
    • Advisor Managed Account (AMA)
    • Investment Consulting Service (ICS)
    • Custom Accounts (CA)
  • Our Portfolios
    • All Portfolios
    • Delaware Income Portfolio
    • Delaware Global Growth Portfolio
    • Delaware Strategic Balanced
    • Performance Results
  • Contact us

Delaware Strategic Balanced

Get in Touch

Get the clarity and confidence in your investments you need to achieve your financial goals.

Ask us a Question

Get in Touch

Get the clarity and confidence in your investments you need to achieve your financial goals.

Ask us a Question

Delaware Strategic Balanced

Delaware Strategic Balanced Portfolio

Investment objective

To achieve a superior risk-adjusted return from a high level of income combined with moderate to long-term growth in a balanced portfolio. A concentrated portfolio of 20-30 holdings allows the manager to add value. This unique portfolio has low all-inclusive fees.

Investment strategy

The portfolio manager with over 34 years' experience emphasizes asset allocation in this portfolio. Corporate fixed income, preferred shares and convertible bonds/debentures will be used when risk/reward makes them favourable to equities. The asset allocation strategy will be set first and decision made with a macroeconomic bias. Once the appropriate asset allocation is made, the multiple investment styles apply.

Performance

The Delaware Strategic Balanced Portfolio was implemented on November 2012. As of December 31st, 2021 the 3 month return is +5.1%, the 1 year return is +20.6% and the 5 year return is +8.3%.

Returns are compounded annually.

 

See the most recent performance results

To learn more

 

Call Us

Book an Appointment

Next: See how the portfolio has performed

 
Dogs are pulling people by a dog sled in the snow.

Are you feeling adventurous? Take that trip of a lifetime now!

CIBC Private Wealth

January 13, 2023

Now’s the time to plan a great getaway. Let’s consider some ideas to get you thinking about your next vacation.

Read more
 
 
  • Rates
  • FAQ
  • Agreements
  • Trademarks & Disclaimers
  • Privacy & Security
  • IIROC AdvisorReport
 IIROC  Canadian Investor Protection Fund

CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries: CIBC Private Banking; CIBC Private Investment Counsel, a division of CIBC Asset Management Inc. (“CAM”); CIBC Trust Corporation; and CIBC Wood Gundy, a division of CIBC World Markets Inc. (“WMI”). CIBC Private Banking provides solutions from CIBC Investor Services Inc.(“ISI”), CAM and credit products. Insurance services are only available through CIBC Wood Gundy Financial Services Inc. In Quebec, insurance services are only available through CIBC Wood Gundy Financial Services (Quebec) Inc.


CIBC Private Wealth services are available to qualified individuals. The CIBC logo and “CIBC Private Wealth” are trademarks of CIBC, used under license.