Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.42% 6.555B -- 80.37%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
1.729B 2.42% Upgrade Upgrade

Basic Info

Investment Strategy
The fund aims to provide a high level of income and some capital growth while attempting to preserve capital by investing primarily in bonds, debentures, and other debt instruments of Canadian governments and corporations. Any change in the fund's fundamental investment objective must be approved by a majority of votes cast at a meeting of the unit holders of the Fund.
General
Security Type Mutual Fund
Broad Asset Class Miscellaneous
Broad Category Fixed Income
Global Peer Group Bond CAD
Peer Group Canadian Core Plus Fixed Income
Global Macro Bond HC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name CIBC
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 5
-28.18M Peer Group Low
563.21M Peer Group High
1 Year
% Rank: 3
1.729B
-38.49M Peer Group Low
2.016B Peer Group High
3 Months
% Rank: 6
-36.88M Peer Group Low
863.63M Peer Group High
3 Years
% Rank: 8
-193.33M Peer Group Low
7.482B Peer Group High
6 Months
% Rank: 8
-21.28M Peer Group Low
1.160B Peer Group High
5 Years
% Rank: 8
-297.98M Peer Group Low
12.62B Peer Group High
YTD
% Rank: 2
-37.05M Peer Group Low
1.743B Peer Group High
10 Years
% Rank: 8
-752.43M Peer Group Low
13.69B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
-3.58%
-12.38%
7.10%
4.68%
3.22%
1.06%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
3.08%
--
--
--
--
-12.90%
7.12%
4.42%
2.94%
1.04%
7.92%
9.46%
-2.46%
-12.20%
7.29%
4.75%
3.30%
0.32%
8.89%
8.60%
-1.51%
-12.58%
7.28%
4.37%
3.23%
--
7.18%
7.42%
-0.32%
-12.27%
6.77%
5.07%
3.70%
As of December 05, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-4-25) 3.62%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (10-31-25) 3.76%
Effective Duration --
Average Coupon 4.03%
Calculated Average Quality 2.380
Effective Maturity 12.20
Nominal Maturity 12.62
Number of Bond Holdings 10
As of October 31, 2025

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.42%
Stock 0.00%
Bond 98.50%
Convertible 0.00%
Preferred 0.00%
Other 1.07%
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Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP Yes
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 500.00 None
Minimum Subsequent Investment 25.00 None

Basic Info

Investment Strategy
The fund aims to provide a high level of income and some capital growth while attempting to preserve capital by investing primarily in bonds, debentures, and other debt instruments of Canadian governments and corporations. Any change in the fund's fundamental investment objective must be approved by a majority of votes cast at a meeting of the unit holders of the Fund.
General
Security Type Mutual Fund
Broad Asset Class Miscellaneous
Broad Category Fixed Income
Global Peer Group Bond CAD
Peer Group Canadian Core Plus Fixed Income
Global Macro Bond HC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name CIBC
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-4-25) 3.62%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 10
Bond
Yield to Maturity (10-31-25) 3.76%
Effective Duration --
Average Coupon 4.03%
Calculated Average Quality 2.380
Effective Maturity 12.20
Nominal Maturity 12.62
Number of Bond Holdings 10
As of October 31, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 12/31/2024
Last Prospectus Date --
Share Classes
ATL112 Fee-based Advice
ATL576 Commission-based Advice
ATL8006 Commission-based Advice
ATL8007 Institutional
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:ATL109.TO", "name")
Broad Asset Class: =YCI("M:ATL109.TO", "broad_asset_class")
Broad Category: =YCI("M:ATL109.TO", "broad_category_group")
Prospectus Objective: =YCI("M:ATL109.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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