Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.91% 0.61% 14.28M --
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.24% 10.42% 1.997M Upgrade

Basic Info

Investment Strategy
The Fund aims to achieve a combination of long-term capital growth and some income by investing primarily in Canadian, U.S. and international equities and fixed income securities, either directly or indirectly through investment in other mutual funds and exchange-traded funds and to follow a socially responsible approach to investing.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style Medium Quality/Extensive Sensitivity
Broad Asset Class --
Broad Category Allocation
Category Name Global Equity Balanced
Category Index Morningstar Can Eq Gbl Tgt Alloc NR CAD
Global Category Name Aggressive Allocation
YCharts Categorization Target Allocation
YCharts Benchmark S&P Target Risk Moderate Index (^STRB)
Prospectus Objective --
Fund Owner Firm Name CIBC Asset Management Inc
Prospectus Benchmark Index
FTSE Canada Universe Bond 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 2.82 yrs

Performance Versus Category

 
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View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 09, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
--
--
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0.27%
1.21%
0.03%
9.78%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
7.15%
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4.49%
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5.73%
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6.25%
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8.78%
As of May 09, 2024.

Asset Allocation

As of March 31, 2024.
Type % Net % Long % Short
Cash 3.54% Upgrade Upgrade
Stock 72.51% Upgrade Upgrade
Bond 23.65% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.02% Upgrade Upgrade
Other 0.27% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund aims to achieve a combination of long-term capital growth and some income by investing primarily in Canadian, U.S. and international equities and fixed income securities, either directly or indirectly through investment in other mutual funds and exchange-traded funds and to follow a socially responsible approach to investing.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Growth
Fixed Income Style Medium Quality/Extensive Sensitivity
Broad Asset Class --
Broad Category Allocation
Category Name Global Equity Balanced
Category Index Morningstar Can Eq Gbl Tgt Alloc NR CAD
Global Category Name Aggressive Allocation
YCharts Categorization Target Allocation
YCharts Benchmark S&P Target Risk Moderate Index (^STRB)
Prospectus Objective --
Fund Owner Firm Name CIBC Asset Management Inc
Prospectus Benchmark Index
FTSE Canada Universe Bond 100.0%
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%
Manager Tenure
Not Disclosed 2.82 yrs

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