CIBC Managed Balanced Portfolio A (ATL8062)
17.96
+0.15
(+0.84%)
CAD |
Feb 06 2026
ATL8062 Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.63% |
| Stock | 58.43% |
| Bond | 39.15% |
| Convertible | 0.00% |
| Preferred | 0.04% |
| Other | 0.74% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 76.19% |
|---|---|
|
North America
|
75.19% |
| Canada | 40.35% |
| United States | 34.84% |
|
Latin America
|
1.00% |
| Brazil | 0.14% |
| Chile | 0.11% |
| Colombia | 0.16% |
| Mexico | 0.12% |
| Peru | 0.00% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 13.73% |
|---|---|
| United Kingdom | 3.07% |
|
Europe Developed
|
10.14% |
| Austria | 0.04% |
| Belgium | 0.17% |
| Denmark | 0.19% |
| Finland | 0.32% |
| France | 1.74% |
| Germany | 1.51% |
| Greece | 0.03% |
| Ireland | 0.99% |
| Italy | 0.68% |
| Netherlands | 1.05% |
| Norway | 0.06% |
| Spain | 1.17% |
| Sweden | 0.52% |
| Switzerland | 1.45% |
|
Europe Emerging
|
0.17% |
| Czech Republic | 0.00% |
| Poland | 0.09% |
| Turkey | 0.02% |
|
Africa And Middle East
|
0.35% |
| Israel | 0.01% |
| Qatar | 0.02% |
| Saudi Arabia | 0.10% |
| South Africa | 0.15% |
| United Arab Emirates | 0.06% |
| Greater Asia | 8.46% |
|---|---|
| Japan | 2.41% |
|
Australasia
|
0.90% |
| Australia | 0.83% |
|
Asia Developed
|
2.72% |
| Hong Kong | 0.53% |
| Singapore | 0.43% |
| South Korea | 0.72% |
| Taiwan | 1.04% |
|
Asia Emerging
|
2.45% |
| China | 1.38% |
| India | 0.75% |
| Indonesia | 0.06% |
| Malaysia | 0.09% |
| Philippines | 0.09% |
| Thailand | 0.07% |
| Unidentified Region | 1.61% |
|---|
Bond Credit Quality Exposure
| AAA | 19.97% |
| AA | 11.36% |
| A | 17.70% |
| BBB | 14.39% |
| BB | 11.37% |
| B | 7.78% |
| Below B | 0.26% |
| CCC | 0.26% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.50% |
| Not Available | 16.66% |
| Short Term | 0.00% |
As of December 31, 2025
Stock Sector Exposure
| Cyclical |
|
23.70% |
| Materials |
|
3.61% |
| Consumer Discretionary |
|
4.91% |
| Financials |
|
14.07% |
| Real Estate |
|
1.11% |
| Sensitive |
|
26.87% |
| Communication Services |
|
3.90% |
| Energy |
|
3.66% |
| Industrials |
|
7.48% |
| Information Technology |
|
11.83% |
| Defensive |
|
8.99% |
| Consumer Staples |
|
2.47% |
| Health Care |
|
4.84% |
| Utilities |
|
1.68% |
| Not Classified |
|
40.44% |
| Non Classified Equity |
|
0.12% |
| Not Classified - Non Equity |
|
40.32% |
As of December 31, 2025
Bond Sector Exposure
As of December 31, 2025
| Type | % Net |
|---|---|
| Government | 30.70% |
| Corporate | 46.59% |
| Securitized | 1.57% |
| Municipal | 11.34% |
| Other | 9.79% |
Bond Maturity Exposure
| Short Term |
|
1.63% |
| Less than 1 Year |
|
1.63% |
| Intermediate |
|
75.77% |
| 1 to 3 Years |
|
19.47% |
| 3 to 5 Years |
|
21.67% |
| 5 to 10 Years |
|
34.63% |
| Long Term |
|
22.58% |
| 10 to 20 Years |
|
10.54% |
| 20 to 30 Years |
|
7.64% |
| Over 30 Years |
|
4.39% |
| Other |
|
0.02% |
As of December 31, 2025