iShares ESG Balanced ETF Portfolio (GBAL.TO)
46.07
+0.28
(+0.61%)
CAD |
TSX |
Apr 26, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.25% | 0.04% | 70.65M | 1825.93 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
2.32% | 8.08% | 17.06M | Upgrade |
Basic Info
Investment Strategy | |
GBAL seeks to provide long-term capital growth and income by investing primarily in one or more iShares ETFs that provide exposure to equity and/or fixed income securities. The iShares ETFs in which GBAL invests ii generally employ ESG-oriented investment strategies or primarily invest in government bonds. See “Investment Objectives”. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | Medium Quality/Moderate Sensitivity |
Broad Asset Class | -- |
Broad Category | Allocation |
Category Name | Global Neutral Balanced |
Category Index | Morningstar Can Neu Gbl Tgt Alloc NR CAD |
Global Category Name | Moderate Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | -- |
Fund Owner Firm Name | BlackRock Asset Management Canada Ltd |
Prospectus Benchmark Index | |
S&P/TSX Capped Composite TR CAD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Not Disclosed | 3.58 yrs |
Performance Versus Category
As of April 25, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 25, 2024.
Basic Info
Investment Strategy | |
GBAL seeks to provide long-term capital growth and income by investing primarily in one or more iShares ETFs that provide exposure to equity and/or fixed income securities. The iShares ETFs in which GBAL invests ii generally employ ESG-oriented investment strategies or primarily invest in government bonds. See “Investment Objectives”. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Growth |
Fixed Income Style | Medium Quality/Moderate Sensitivity |
Broad Asset Class | -- |
Broad Category | Allocation |
Category Name | Global Neutral Balanced |
Category Index | Morningstar Can Neu Gbl Tgt Alloc NR CAD |
Global Category Name | Moderate Allocation |
YCharts Categorization | Target Allocation |
YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
Prospectus Objective | -- |
Fund Owner Firm Name | BlackRock Asset Management Canada Ltd |
Prospectus Benchmark Index | |
S&P/TSX Capped Composite TR CAD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPTSX60TR | 100.0% |
Manager Tenure | |
Not Disclosed | 3.58 yrs |