Key stats
About VANGUARD BALANCED ETF PORTFOLIO
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Inception date
Jan 25, 2018
Structure
Canadian Mutual Fund Trust (ON)
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Primary advisor
Vanguard Investments Canada, Inc.
VBAL aims for capital appreciation by actively targeting a long-term strategic allocation of 60/40 in equities and fixed income respectively. The fund invests in Vanguard ETFs that provides global, broad-based exposure to equity and fixed income markets. The portfolio may be reconstituted and rebalanced at the discretion of the Sub-advisor. The funds sibling fund VGRO has 80% equity exposure, VCNS has 40% equity exposure, and VCIP has 20% equity exposure.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF99.79%
Futures0.21%
Top 10 holdings
Dividends
Dividend payout history