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 CIBC Private Wealth, Wood Gundy  CIBC Private Wealth, Wood Gundy

Nemeth Investment Group

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

Delaware Global Growth Portfolio

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 Global Growth Portfolio

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

 

Book an Appointment

Call: (519) 640-7740

Next: Delaware Strategic Balanced Portfolio

 

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255 Queens Avenue Suite 2200

London

ON

N6A 5R8
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CIBC Private Wealth” consists of services provided by CIBC and certain of its subsidiaries through 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. CIBC Private Wealth services are available to qualified individuals. 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.


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