Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
-- -0.06% 286.73M 805.63
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 1.26% 83.88M

Basic Info

Investment Strategy
The Portfolio seeks to achieve a combination of long-term capital growth and some income by investing primarily in a diverse mix of fixed income and equity mutual funds that employ passive investment strategies (that may include exchange-traded funds).
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class --
Broad Category Allocation
Global Peer Group Mixed Asset CAD Aggressive - Global
Peer Group Global Equity Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name CIBC
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2019
2020
2021
2022
2023
2024
2025
YTD
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
3.28%
--
--
--
-14.23%
9.58%
18.40%
7.88%
0.20%
--
--
--
--
--
--
--
2.50%
18.05%
11.58%
15.26%
-11.06%
15.07%
20.18%
17.15%
2.98%
As of February 15, 2026.

Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.62%
Stock 74.84%
Bond 24.38%
Convertible 0.00%
Preferred 0.00%
Other 0.16%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Portfolio seeks to achieve a combination of long-term capital growth and some income by investing primarily in a diverse mix of fixed income and equity mutual funds that employ passive investment strategies (that may include exchange-traded funds).
General
Security Type Exchange-Traded Fund
Equity Style --
Broad Asset Class --
Broad Category Allocation
Global Peer Group Mixed Asset CAD Aggressive - Global
Peer Group Global Equity Balanced
Global Macro --
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name CIBC
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders