CIBC Managed Balanced Growth Portfolio FT4 (ATL183)
11.93
+0.04
(+0.34%)
CAD |
Feb 09 2026
ATL183 Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.55% |
| Stock | 73.11% |
| Bond | 24.41% |
| Convertible | 0.00% |
| Preferred | 0.06% |
| Other | 0.87% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 72.25% |
|---|---|
|
North America
|
71.14% |
| Canada | 34.71% |
| United States | 36.43% |
|
Latin America
|
1.11% |
| Brazil | 0.20% |
| Chile | 0.08% |
| Colombia | 0.10% |
| Mexico | 0.13% |
| Peru | 0.00% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 16.01% |
|---|---|
| United Kingdom | 3.52% |
|
Europe Developed
|
11.86% |
| Austria | 0.02% |
| Belgium | 0.19% |
| Denmark | 0.25% |
| Finland | 0.34% |
| France | 2.04% |
| Germany | 1.75% |
| Greece | 0.04% |
| Ireland | 1.18% |
| Italy | 0.76% |
| Netherlands | 1.27% |
| Norway | 0.06% |
| Spain | 1.30% |
| Sweden | 0.53% |
| Switzerland | 1.94% |
|
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 | 0.20% |
| United Arab Emirates | 0.08% |
| Greater Asia | 10.65% |
|---|---|
| Japan | 2.60% |
|
Australasia
|
0.91% |
| Australia | 0.86% |
|
Asia Developed
|
3.74% |
| Hong Kong | 0.66% |
| Singapore | 0.45% |
| South Korea | 1.07% |
| Taiwan | 1.55% |
|
Asia Emerging
|
3.41% |
| China | 1.87% |
| India | 1.13% |
| Indonesia | 0.10% |
| Malaysia | 0.12% |
| Philippines | 0.08% |
| Thailand | 0.11% |
| Unidentified Region | 1.09% |
|---|
Bond Credit Quality Exposure
| AAA | 19.99% |
| AA | 11.28% |
| A | 17.58% |
| BBB | 14.03% |
| BB | 11.66% |
| B | 8.07% |
| Below B | 0.28% |
| CCC | 0.28% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.50% |
| Not Available | 16.63% |
| Short Term | 0.00% |
As of December 31, 2025
Stock Sector Exposure
| Cyclical |
|
29.69% |
| Materials |
|
4.64% |
| Consumer Discretionary |
|
6.09% |
| Financials |
|
17.67% |
| Real Estate |
|
1.29% |
| Sensitive |
|
34.14% |
| Communication Services |
|
5.04% |
| Energy |
|
4.69% |
| Industrials |
|
9.34% |
| Information Technology |
|
15.08% |
| Defensive |
|
11.03% |
| Consumer Staples |
|
3.11% |
| Health Care |
|
6.00% |
| Utilities |
|
1.92% |
| Not Classified |
|
25.14% |
| Non Classified Equity |
|
0.15% |
| Not Classified - Non Equity |
|
25.00% |
As of December 31, 2025
Bond Sector Exposure
As of December 31, 2025
| Type | % Net |
|---|---|
| Government | 30.87% |
| Corporate | 46.58% |
| Securitized | 1.48% |
| Municipal | 11.43% |
| Other | 9.63% |
Bond Maturity Exposure
| Short Term |
|
1.62% |
| Less than 1 Year |
|
1.62% |
| Intermediate |
|
75.80% |
| 1 to 3 Years |
|
19.34% |
| 3 to 5 Years |
|
21.57% |
| 5 to 10 Years |
|
34.90% |
| Long Term |
|
22.56% |
| 10 to 20 Years |
|
10.44% |
| 20 to 30 Years |
|
7.69% |
| Over 30 Years |
|
4.44% |
| Other |
|
0.02% |
As of December 31, 2025