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Balanced Income Portfolio T5

Liquidity FundFund ID 805-9440629482Canada
Gross assets
$876.4M
Min. investment
Beneficial owners
1,832
Size rank
Top 8%
Audited
Yes
Structure
Standalone

About this fund

Balanced Income Portfolio T5 is a liquidity fund managed by Cibc Asset Management Inc.. The fund reports $876.4 million in gross assets, placing it among the top 8% of private funds by size. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-9440629482
Fund typeLiquidity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPNo
Sub-advisedYes
% of assets independently valued0%

Ownership

Owned by the adviser or related persons0%
Owned by funds of funds0%
Owned by non-U.S. persons100%

Other funds from this manager

FundTypeGross assets
Imperial Canadian Bond PoolOther Private$12.53B
Imperial U.S. Equity PoolOther Private$10.48B
Imperial Canadian Dividend Income PoolOther Private$8.79B
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Frequently asked questions

How large is Balanced Income Portfolio T5?

Balanced Income Portfolio T5 reports $876.4 million in gross assets, among the top 8% of private funds by size.

Who manages Balanced Income Portfolio T5?

Balanced Income Portfolio T5 is managed by Cibc Asset Management Inc.

Does Balanced Income Portfolio T5 disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported