CIBC Managed Balanced Growth Portfolio FT4 (ATL183)
12.04
-0.03
(-0.22%)
CAD |
Jan 13 2026
ATL183 Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 1.47% |
| Stock | 73.29% |
| Bond | 24.30% |
| Convertible | 0.00% |
| Preferred | 0.06% |
| Other | 0.88% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 72.68% |
|---|---|
|
North America
|
71.55% |
| Canada | 34.79% |
| United States | 36.76% |
|
Latin America
|
1.13% |
| Brazil | 0.20% |
| Chile | 0.07% |
| Colombia | 0.09% |
| Mexico | 0.13% |
| Peru | 0.00% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 15.74% |
|---|---|
| United Kingdom | 3.51% |
|
Europe Developed
|
11.62% |
| Austria | 0.02% |
| Belgium | 0.18% |
| Denmark | 0.24% |
| Finland | 0.33% |
| France | 2.03% |
| Germany | 1.72% |
| Greece | 0.04% |
| Ireland | 1.18% |
| Italy | 0.75% |
| Netherlands | 1.19% |
| Norway | 0.05% |
| Spain | 1.25% |
| Sweden | 0.52% |
| Switzerland | 1.93% |
|
Europe Emerging
|
0.15% |
| Czech Republic | 0.01% |
| Poland | 0.07% |
| Turkey | 0.03% |
|
Africa And Middle East
|
0.47% |
| Israel | 0.01% |
| Qatar | 0.03% |
| Saudi Arabia | 0.14% |
| South Africa | 0.18% |
| United Arab Emirates | 0.08% |
| Greater Asia | 10.53% |
|---|---|
| Japan | 2.63% |
|
Australasia
|
0.90% |
| Australia | 0.86% |
|
Asia Developed
|
3.54% |
| Hong Kong | 0.69% |
| Singapore | 0.45% |
| South Korea | 0.94% |
| Taiwan | 1.47% |
|
Asia Emerging
|
3.46% |
| China | 1.90% |
| India | 1.15% |
| Indonesia | 0.10% |
| Malaysia | 0.12% |
| Pakistan | 0.00% |
| Philippines | 0.08% |
| Thailand | 0.10% |
| Unidentified Region | 1.05% |
|---|
Bond Credit Quality Exposure
| AAA | 20.06% |
| AA | 11.57% |
| A | 17.58% |
| BBB | 13.83% |
| BB | 11.84% |
| B | 8.32% |
| Below B | 0.32% |
| CCC | 0.32% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.52% |
| Not Available | 15.96% |
| Short Term | 0.00% |
As of November 30, 2025
Stock Sector Exposure
| Cyclical |
|
29.48% |
| Materials |
|
4.51% |
| Consumer Discretionary |
|
6.19% |
| Financials |
|
17.55% |
| Real Estate |
|
1.23% |
| Sensitive |
|
34.19% |
| Communication Services |
|
5.17% |
| Energy |
|
4.93% |
| Industrials |
|
9.16% |
| Information Technology |
|
14.93% |
| Defensive |
|
11.38% |
| Consumer Staples |
|
3.31% |
| Health Care |
|
6.09% |
| Utilities |
|
1.98% |
| Not Classified |
|
24.95% |
| Non Classified Equity |
|
0.15% |
| Not Classified - Non Equity |
|
24.80% |
As of November 30, 2025
Bond Sector Exposure
As of November 30, 2025
| Type | % Net |
|---|---|
| Government | 30.84% |
| Corporate | 46.94% |
| Securitized | 1.50% |
| Municipal | 11.32% |
| Other | 9.41% |
Bond Maturity Exposure
| Short Term |
|
1.25% |
| Less than 1 Year |
|
1.25% |
| Intermediate |
|
76.13% |
| 1 to 3 Years |
|
19.67% |
| 3 to 5 Years |
|
21.04% |
| 5 to 10 Years |
|
35.42% |
| Long Term |
|
22.60% |
| 10 to 20 Years |
|
10.19% |
| 20 to 30 Years |
|
7.49% |
| Over 30 Years |
|
4.93% |
| Other |
|
0.02% |
As of November 30, 2025