CIBC Managed Growth Portfolio T6 (ATL8069)
11.48
+0.03
(+0.29%)
CAD |
Apr 30 2026
ATL8069 Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.71% |
| Stock | 87.19% |
| Bond | 10.26% |
| Convertible | 0.00% |
| Preferred | 0.10% |
| Other | 0.75% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 66.69% |
|---|---|
|
North America
|
65.33% |
| Canada | 26.17% |
| United States | 39.16% |
|
Latin America
|
1.36% |
| Brazil | 0.32% |
| Chile | 0.07% |
| Colombia | 0.08% |
| Mexico | 0.22% |
| Peru | 0.01% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 19.23% |
|---|---|
| United Kingdom | 4.88% |
|
Europe Developed
|
13.54% |
| Austria | 0.02% |
| Belgium | 0.21% |
| Denmark | 0.16% |
| Finland | 0.35% |
| France | 2.08% |
| Germany | 2.07% |
| Greece | 0.05% |
| Ireland | 1.47% |
| Italy | 0.87% |
| Netherlands | 1.58% |
| Norway | 0.06% |
| Spain | 1.46% |
| Sweden | 0.64% |
| Switzerland | 2.39% |
|
Europe Emerging
|
0.22% |
| Czech Republic | 0.01% |
| Poland | 0.13% |
| Turkey | 0.04% |
|
Africa And Middle East
|
0.59% |
| Israel | 0.00% |
| Qatar | 0.03% |
| Saudi Arabia | 0.21% |
| South Africa | 0.23% |
| United Arab Emirates | 0.08% |
| Greater Asia | 13.67% |
|---|---|
| Japan | 3.47% |
|
Australasia
|
1.05% |
| Australia | 0.99% |
|
Asia Developed
|
5.38% |
| Hong Kong | 0.88% |
| Singapore | 0.55% |
| South Korea | 1.67% |
| Taiwan | 2.28% |
|
Asia Emerging
|
3.78% |
| China | 2.09% |
| India | 1.20% |
| Indonesia | 0.11% |
| Malaysia | 0.15% |
| Philippines | 0.07% |
| Thailand | 0.15% |
| Unidentified Region | 0.40% |
|---|
Bond Credit Quality Exposure
| AAA | 12.30% |
| AA | 11.61% |
| A | 13.28% |
| BBB | 12.36% |
| BB | 18.09% |
| B | 13.22% |
| Below B | 0.39% |
| CCC | 0.37% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.02% |
| Not Rated | 0.59% |
| Not Available | 18.16% |
| Short Term | 0.00% |
As of March 31, 2026
Stock Sector Exposure
| Cyclical |
|
34.81% |
| Materials |
|
6.36% |
| Consumer Discretionary |
|
7.00% |
| Financials |
|
19.67% |
| Real Estate |
|
1.78% |
| Sensitive |
|
40.47% |
| Communication Services |
|
5.65% |
| Energy |
|
5.93% |
| Industrials |
|
11.27% |
| Information Technology |
|
17.62% |
| Defensive |
|
13.53% |
| Consumer Staples |
|
3.81% |
| Health Care |
|
7.08% |
| Utilities |
|
2.64% |
| Not Classified |
|
11.19% |
| Non Classified Equity |
|
1.16% |
| Not Classified - Non Equity |
|
10.03% |
As of March 31, 2026
Bond Sector Exposure
As of March 31, 2026
| Type | % Net |
|---|---|
| Government | 33.51% |
| Corporate | 50.60% |
| Securitized | 0.71% |
| Municipal | 6.84% |
| Other | 8.34% |
Bond Maturity Exposure
| Short Term |
|
1.58% |
| Less than 1 Year |
|
1.58% |
| Intermediate |
|
77.18% |
| 1 to 3 Years |
|
16.34% |
| 3 to 5 Years |
|
20.05% |
| 5 to 10 Years |
|
40.79% |
| Long Term |
|
21.24% |
| 10 to 20 Years |
|
9.09% |
| 20 to 30 Years |
|
7.63% |
| Over 30 Years |
|
4.52% |
| Other |
|
0.00% |
As of March 31, 2026