The iShares Core Balanced ETF Portfolio (TSE:XBAL) is a meticulously crafted exchange-traded fund designed to offer investors a balanced approach to wealth management through strategic asset allocation. As part of the Asset Allocation category, XBAL is specifically focused on achieving Target Outcome, making it an ideal choice for those seeking the dual benefits of Income and Capital Appreciation.
This ETF is tailored for investors who desire a harmonious blend of equity and fixed income exposure, striking an optimal balance that aims to enhance returns while mitigating risk. XBAL invests in a diverse mix of asset classes, providing a robust foundation for both income generation and potential growth. The fund's strategy is centered around delivering a steady stream of income while simultaneously capitalizing on market opportunities for capital gains, catering to those with a moderate risk appetite who seek a well-rounded investment portfolio.
By incorporating a diversified selection of underlying iShares ETFs, XBAL ensures broad market exposure and efficient cost management. This positions the fund as a versatile investment vehicle suited for long-term financial objectives, whether it's building a retirement nest egg or achieving other financial milestones. With its focus on balanced asset allocation and targeted outcomes, iShares Core Balanced ETF Portfolio (XBAL) stands out as a compelling choice for prudent investors looking to navigate the complexities of today's financial landscape.
Asset Class
Asset Allocation
Region
Global
Issuer
iShares
Index Tracked
No Underlying Index
Ticker Symbol
TSE:XBAL
iShares Core Balanced ETF Portfolio (XBAL) Fund Flow Chart
iShares Core Balanced ETF Portfolio (XBAL) 1 year Net Flows: C$473M