Question 1

Who is the provider of CI Balanced Income Asset Allocation ETF Trust Units?

Accepted Answer

CI Balanced Income Asset Allocation ETF Trust Units is offered by CI, a leading player in the field of passive investments.

Question 2

What is the ISIN of CI Balanced Income Asset Allocation ETF Trust Units?

Accepted Answer

The ISIN of CI Balanced Income Asset Allocation ETF Trust Units is CA12570C1086.

Question 3

What is the Total Expense Ratio (TER) of CI Balanced Income Asset Allocation ETF Trust Units?

Accepted Answer

The total expense ratio of CI Balanced Income Asset Allocation ETF Trust Units is 0.39%, which means that investors pay 39 CAD per 10,000 CAD in investment capital annually.

Question 4

What currency is CI Balanced Income Asset Allocation ETF Trust Units listed in?

Accepted Answer

The ETF is listed in CAD.

Question 5

What additional costs can European investors incur?

Accepted Answer

European investors may incur additional costs for currency exchange and transaction fees.

Question 6

Is CI Balanced Income Asset Allocation ETF Trust Units UCITS-compliant?

Accepted Answer

No, CI Balanced Income Asset Allocation ETF Trust Units does not comply with the EU UCITS investor protection directives.

Question 7

Where is CI Balanced Income Asset Allocation ETF Trust Units domiciled?

Accepted Answer

CI Balanced Income Asset Allocation ETF Trust Units is domiciled in CA.

Question 8

When was CI Balanced Income Asset Allocation ETF Trust Units launched?

Accepted Answer

The fund was launched on 5/17/2023.

Question 9

In which segment does CI Balanced Income Asset Allocation ETF Trust Units primarily invest?

Accepted Answer

The CI Balanced Income Asset Allocation ETF Trust Units mainly invests in Goal Outcome companies.

Question 10

What is the Net Asset Value (NAV) of CI Balanced Income Asset Allocation ETF Trust Units?

Accepted Answer

The NAV of CI Balanced Income Asset Allocation ETF Trust Units amounts to 23.97 M CAD.

Question 11

How can I invest in this ETF?

Accepted Answer

Investments can be made through brokers or financial institutions that provide access to trading ETFs.

Question 12

How is the ETF traded?

Accepted Answer

The ETF is traded on the stock exchange, similar to stocks.

Question 13

Can I hold the ETF in my portfolio?

Accepted Answer

Yes, the ETF can be held in a regular securities account.

Question 14

Is the ETF suitable for short-term or long-term investments?

Accepted Answer

The ETF is suitable for both short-term and long-term investment strategies, depending on the investor's goals.

Question 15

How often is the ETF valued?

Accepted Answer

The ETF is valued on a daily stock exchange basis.

Question 16

Are there dividends for this ETF?

Accepted Answer

Information on dividends should be requested from the provider's website or your broker.

Question 17

What are the risks associated with this ETF?

Accepted Answer

The risks include market fluctuations, currency risks, and the risk associated with smaller companies.

Question 18

How transparent is the ETF regarding its investments?

Accepted Answer

The ETF is obligated to report regularly and transparently on its investments.

Question 19

How can I track the current performance of the ETF?

Accepted Answer

The performance can be viewed on Eulerpool or directly on the provider's website.

Question 20

Where can I find more information about the ETF?

Accepted Answer

Further information can be found on the official website of the provider.

CI Balanced Income Asset Allocation ETF Trust Units