Cibc balanced fund facts Class A units dropped in value in 3 of the 10 Fund Facts CIBC Balanced Passive Portfolio - Class D continued More about the trailing commission The trailing commission is an ongoing commission. This document contains key information you should know about Class A units of CIBC Balanced Index Fund. Learn more. CIBC Funds and CIBC Family of Portfolios Fund Facts CIBC Managed Balanced Portfolio - Class FT6 continued More about the trailing commission No trailing commission is paid in respect of Class FT6 units. The range of returns and change from year to year can help you assess CIBC Smart Balanced Income Solution - Series FT5 Units: CIBC Smart Balanced Solution - Series F Units: CIBC Smart Balanced Solution - Series FT5 Units Fund Facts Opens in a new window. Class A units dropped in value in 2 of the 10 Fund Facts CIBC Managed Balanced Portfolio - Class T6 continued YEAR-BY-YEAR RETURNS This chart shows how Class T6 units of the fund performed in each of the past 10 calendar years. 8% CIBC Sustainable Canadian Equity Fund, Series 'O' 16. It is paid for as long as you own the fund. 4% CIBC Sustainable Canadian Equity Fund, Series 'O' 9. . Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. CIBC Balanced Index Fund - Class A This document contains key information you should know about Class A units of CIBC Balanced Index Fund. CIBC Funds and CIBC Family of Portfolios CIBC Asset Management Inc. For more information, see the securities law of your province or territory or ask a lawyer. The Top Positions table includes the fund’s 25 largest positions. CSCB. This ETF follows a socially responsible approach to investing. Dollar Managed Balanced Portfolio - Class FT4 continued More about the trailing commission No trailing commission is paid in respect of Class FT4 units. Cash and cash equivalents are shown in total as CIBC Managed Balanced Portfolio The fund invests in units of its underlying funds. 41% Fund g: Crce Portf g: sgement Inc. You can find more details in the fund’s simplified prospectus. The Fund Facts highlights key information about our investment products for investors, including performance, risk, and the costs of buying and owning a fund. Fund Ticker. CIBC CIBC Square info@cibcassetmanagement. CIBC U. 0. and international stock market indices. Aside from cash and cash equivalents, the Portfolio holds units of its Underlying Funds, which may be managed by CIBC or its affiliates. The range of returns and change from year to year can help you Fund Facts CIBC Sustainable Conservative Balanced Solution - Series A continued YEAR-BY-YEAR RETURNS This chart shows how Series A units of the fund performed in each of the past 2 calendar years. Terms and conditions Important information about CIBC Securities Inc. Charting, Tear Sheets, Fund Holdings & more. Ask your representative for a copy, contact Canadian Imperial Bank of Commerce (CIBC) at 1-800-465-3863, or visit Fund Facts CIBC U. 02% Fund expenses 0. Fund Facts CIBC Sustainable Balanced Solution - Series O continued YEAR-BY-YEAR RETURNS This chart shows how Series O units of the fund performed in each of the past 2 calendar years. Specific Information About Each of the Mutual Funds Described in this Document. Class F units dropped in value in 1 of the 3 years. Class T4 units dropped in value in 2 of the 10 years. CIBC Sustainable Canadian Core Plus Bond Fund, Series 'O' 62. Fund Facts CIBC Smart Balanced Income Solution - Series F continued YEAR-BY-YEAR RETURNS This chart shows how Series F units of the fund performed in each of the past 4 calendar years. ETF Facts CIBC Sustainable Balanced Growth Solution - ETF Series (CSBG) continued How has the ETF performed? This section tells you how ETF Series units of the fund have performed over the past 2 years. This document contains key information you should know about Class F units of CIBC Balanced Fund. Series T5 units dropped in value in 1 of the 4 years. and mutual funds. Fund Facts CIBC U. or your representative for a copy of the fund’s simplified prospectus and other disclosure documents. CF). 7% CIBC Sustainable Canadian Core Plus Bond Fund, Series 'O' 39. Within the asset classes, the Portfolio will invest primarily in Mutual Funds, including savings, income and growth funds. Fund Facts CIBC Smart Balanced Growth Solution - Series T5 continued YEAR-BY-YEAR RETURNS This chart shows how Series T5 units of the fund performed in each of the past 4 calendar years. This document contains key information you should know about Class A units of CIBC Balanced Fund. 5% Other Assets, less Liabilities -0. The range of returns and change from year to year can help you Fund Facts CIBC Global Growth Balanced Fund - Series A continued BEST AND WORST 3-MONTH RETURNS This section shows the best and worst returns for Series A units of the fund in a 3-month period. The aim of the portfolio is to achieve a combination of income and some long-term capital growth. Ask your representative for a copy, contact Canadian Imperial Bank of Commerce (CIBC) at 1-800-465-3863, or visit Fund Facts CIBC Balanced Index Fund - Class F continued 2. CIBC Sustainable Global Equity Fund, Series 'O' 43. If the fund holds fewer than 25 positions in total, all positions are shown. The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes. 480. Fund Facts CIBC Sustainable Balanced Growth Solution - Series S continued More about the trailing commission No trailing commission is paid in respect of Series S units. published(null_null_null_Year to Date_T,null,1,null)(#M# #d#, #Y#)% Fund Facts highlight key information about our investment Updated NAV Pricing for CIBC Smart Balanced Solution Series A (CADFUNDS: CIB230. Series O units dropped in value in 1 of the 2 years. Ask your representative for a copy, contact CIBC Asset Management Inc. 21% Trading expense ratio (TER) These are the fund’s trading costs. S. As at December 31, 2023, the expenses for Premium Class units of the fund were 0. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty Is the inflation story over? Updated NAV Pricing for CIBC Balanced Fund Class A (CADFUNDS: CIB477. CIBC Funds and CIBC Family of Portfolios Fund Facts CIBC U. Fund Facts CIBC Asset Management Inc. Closing NAV Price . The range of returns and change from year to year can help you assess Fund Facts CIBC Balanced Growth ETF Portfolio - Class A continued YEAR-BY-YEAR RETURNS This chart shows how Class A units of the fund performed in each of the past 6 calendar years. and CIBC Investor Services Inc. It is for the services and advice that your representative and their firm provide to you. Fund Facts CIBC Balanced ETF Portfolio - Class F continued YEAR-BY-YEAR RETURNS This chart shows how Class F units of the fund performed in each of the past 6 calendar years. The range of returns and change from year to year can help you assess Fund Facts CIBC Smart Balanced Solution - Series ST5 continued More about the trailing commission No trailing commission is paid in respect of Series ST5 units. The range of returns and change from year to year can help you Fund Facts CIBC Smart Balanced Solution - Series A continued YEAR-BY-YEAR RETURNS This chart shows how Series A units of the fund performed in each of the past 4 calendar years. Recent Developments Ef fective A pril 27, 2023, Br yan Houston was a ppointed Chair of Fund Facts CIBC Canadian Index Fund - Premium Class continued 2. 1% Other Assets, less Liabilities -1. The range of returns and change from year to year can help you assess Fund Facts CIBC Smart Balanced Growth Solution - Series F continued YEAR-BY-YEAR RETURNS This chart shows how Series F units of the fund performed in each of the past 4 calendar years. They affect you because they reduce the fund’s returns. Plus, new Fund Facts. FUND EXPENSES You don’t pay these expenses directly. The range of returns and change from year to year can help you The Fund Facts highlight key information about our investment products for investors, including performance, risk, and the costs of buying and owning a fund. If you have any questions about Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Ask your representative for a copy, contact Canadian Imperial Bank of Commerce (CIBC) at 1-800-465-3863, or visit CIBC Balanced Index Fund The summary of investment portfolio may change due to ongoing portfolio transactions of the investment fund. Series S units dropped in value in 1 of the 4 years. Fund Facts CIBC Balanced Growth ETF Portfolio - Class O continued YEAR-BY-YEAR RETURNS This chart shows how Class O units of the fund performed in each of the past 6 calendar years. Terms and Fund Facts CIBC Managed Monthly Income Balanced Portfolio - Class F continued YEAR-BY-YEAR RETURNS This chart shows how Class F units of the fund performed in each of the past 3 calendar years. Renaissance Investments family of funds Fund Facts CIBC Balanced Growth ETF Portfolio - Class F continued YEAR-BY-YEAR RETURNS This chart shows how Class F units of the fund performed in each of the past 6 calendar years. CIBC Asset Management CIBC waived all of the fund’s operating expenses. Class F units dropped in value in 2 of the 6 years. Find a branch or ATM for a CIBC banking centre or ATM. Dollar Managed Balanced Portfolio - Class F continued More about the trailing commission No trailing commission is paid in respect of Class F units. 23%. You can find more details in the fund’s simplified prospectus. The range of returns and change from year to year can help you assess Fund Facts CIBC Managed Balanced Growth Portfolio - Class T4 continued YEAR-BY-YEAR RETURNS This chart shows how Class T4 units of the fund performed in each of the past 10 calendar years. Annual rate (as a % of the fund's value) CIBC Balanced ETF Portfolio Investment objective: The Portfolio seeks to achieve a balance of income and long-term capital growth by investing primarily in a diverse mix of fixed income and equity exchange-traded funds that employ passive investment strategies. 30 for every $1,000 invested. 0% Total number of investments: 5 INVESTMENT MIX (as at April 30, 2023) The Fund Facts highlights key information about our investment products for investors, including performance, risk, and the costs of buying and owning a fund. com 81 Bay Street, 20th Floor 1-888-357-8777 Fund Facts CIBC Smart Balanced Growth Solution - Series FT5 continued More about the trailing commission No trailing commission is paid in respect of Series FT5 units. at View CIBC Mutual Funds Financial Reports and Prospectuses. The range of returns and change from year to year can help you assess Terms and conditions Important information about CIBC Securities Inc. Terms and Contact your CIBC representative, portfolio manager, or investment counsellor for a copy of the fund’s simplified prospectus and other disclosure documents. com 1-888-357-8777 The Morningstar Medalist Rating (i) should not be used as the sole basis in evaluating an investment product, (ii) involves unknown risks and uncertainties which may cause expectations not to occur or to differ significantly from what Fund Facts CIBC Balanced Growth ETF Portfolio - Class F continued YEAR-BY-YEAR RETURNS This chart shows how Class F units of the fund performed in each of the past 6 calendar years. Class A units dropped in value in 3 of the 10 The Fund Facts highlight key information about our investment products for investors, including performance, risk, and the costs of buying and owning a fund. Fund Facts CIBC Managed Balanced Growth Portfolio - Class FT6 continued More about the trailing commission No trailing commission is paid in respect of Class FT6 units. August 28, 2024. The range of returns and change from year to year can help you Fund Facts CIBC Smart Balanced Growth Solution - Series S continued YEAR-BY-YEAR RETURNS This chart shows how Series S units of the fund performed in each of the past 4 calendar years. If you have any questions about our products or services, please call a CIBC Mutual Fund representative at <U>1-800-465-3863</U>. Class O units dropped in value in 2 of the 6 years. Renaissance Canadian Balanced Fund - Class A This document contains key information you should know about Class A units of Renaissance Canadian Balanced Fund. The range of returns and change from year to year can help you assess The Fund Facts highlights key information about our investment products for investors, including performance, risk, and the costs of buying and owning a fund. S Equity Fund (CAD) was the most significant contributor to the Por tfolio’s perfor mance, followed by CIBC U. The Portfolio will focus on a balance of income and long-term capital growth. August 28, 2024 Axiom Balanced Income Portfolio - Class A Fund Facts Axiom Balanced Income Portfolio - Class A continued YEAR-BY-YEAR RETURNS This chart shows how Class A units of the fund performed in each of the past 10 calendar years. CIBC Smart Investment Solutions are distributed by CIBC Securities Inc. The range of returns and change from year to year can help you assess CIBC Balanced Index Fund Investment objective: To provide both long-term growth through capital appreciation and income by investing primarily in a combination of debt instruments, equity securities and options, futures and forward contracts based on Canadian, U. Ask your representative for a copy, contact Canadian Imperial Bank of Commerce (CIBC) at 1-800-465-3863, or visit Fund Facts CIBC Sustainable Conservative Balanced Solution - Series A continued YEAR-BY-YEAR RETURNS This chart shows how Series A units of the fund performed in each of the past 2 calendar years. CIBC CIBC Square 81 Bay Street, 20th Floor Toronto, Ontario M5J 0E7 info@cibcassetmanagement. For more information Fund Facts CIBC Balanced Growth Passive Portfolio - Class D continued More about the trailing commission The trailing commission is an ongoing commission. These documents and the Fund Facts make up the fund’s legal documents. Canadian Imperial Bank of Commerce CIBC Balanced Index Fund Premium Class June 25, 2020 Fund Facts CIBC Sustainable Conservative Balanced Solution - Series A continued YEAR-BY-YEAR RETURNS This chart shows how Series A units of the fund performed in each of the past 2 calendar years. The range of returns and change from year to year can help you assess Fund Facts CIBC Managed Monthly Income Balanced Portfolio - Class A continued More about the trailing commission The trailing commission is an ongoing commission. Terms and CIBC Sustainable Conservative Balanced Solution – ETF Series. Fund Facts CIBC Managed Balanced Portfolio - Class T8 continued YEAR-BY-YEAR RETURNS This chart shows how Class T8 units of the fund performed in each of the past 10 calendar years. Series A units dropped in value in 1 of the 4 years. in the fund's simplified prospectus. OTHER FEES You may have to pay other fees when you buy, hold, sell, switch, or convert units of the fund. Fund Facts CIBC Smart Balanced Growth Solution - Series FT5 continued More about the trailing commission No trailing commission is paid in respect of Series FT5 units. CIBC Smart Investment Solutions are offered by CIBC. However, this information is not available because the fund has not yet completed a calendar year. The range of returns and change from year to year can help you assess The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes. Fund Facts CIBC Smart Income Solution - Series A continued YEAR-BY-YEAR RETURNS This chart shows how Series A units of the fund performed in each of the past 4 calendar years. Learn more about CIBC’s family of mutual funds. 91% of its value. 0% Total number of investments: 5 INVESTMENT MIX (as at April 30, 2024) Contact your CIBC representative, portfolio manager, or investment counsellor for a copy of the fund’s simplified prospectus and other disclosure documents. The fund invests in a balanced portfolio of common and preferred shares, bonds and short-term money market instruments. Opens a new window in your browser. 4% Total percentage of top 10 investments: 100. Index Fund and CIBC Inter na tional Equity Fund. Class T8 units dropped in value in 2 of the 10 years. Within the asset classes, the Portfolio will invest primarily in Mutual Funds including savings, income and growth funds. monitor and review the Underlying Funds on a periodic basis. The range of returns and change from year to year can help you Fund Facts CIBC Smart Balanced Solution - Series T5 continued YEAR-BY-YEAR RETURNS This chart shows how Series T5 units of the fund performed in each of the past 4 calendar years. Class A units dropped in value in 2 of the 10 years. The range of returns and change from year to year can help you Fund Facts CIBC Balanced ETF Portfolio - Class O continued YEAR-BY-YEAR RETURNS This chart shows how Class O units of the fund performed in each of the past 6 calendar years. 4% Cash 0. The range of returns and change from year to year can help you assess Fund Facts CIBC Managed Balanced Growth Portfolio - Class F continued YEAR-BY-YEAR RETURNS This chart shows how Class F units of the fund performed in each of the past 3 calendar years. The Portfolio will allocate its investments across a balanced blend of asset classes. 1% Cash 1. Class A units dropped in value in 2 of the 6 years. Fund Facts highlight key information Fund Facts CIBC Smart Balanced Growth Solution - Series ST5 continued More about the trailing commission No trailing commission is paid in respect of Series ST5 units. If you have any questions about our products or services, please call a CIBC Mutual Fund representative at 1-800-465-3863. As at December 31, 2023, the expenses for Class F units of the fund were 0. CIBC's family of mutual funds, financial reports, prospectuses Plus, new Fund Facts. 8% CIBC Sustainable Global Equity Fund, Series 'O' 28. CIBC Exchange Traded Funds (PDF CIBC Balanced Index Fund - Premium Class This document contains key information you should know about Premium Class units of CIBC Balanced Index Fund. 3. Updated NAV Pricing for CIBC Managed Balanced Portfolio Class A (CADFUNDS: CIB834. Fund Facts CIBC Managed Balanced Growth Portfolio - Class A continued YEAR-BY-YEAR RETURNS This chart shows how Class A units of the fund performed in each of the past 10 calendar years. Ask your representative for a copy, contact Canadian Imperial Bank of Commerce (CIBC) at 1-800-465-3863, or visit Fund Facts CIBC Smart Balanced Income Solution - Series S continued YEAR-BY-YEAR RETURNS This chart shows how Series S units of the fund performed in each of the past 4 calendar years. , each wholly-owned subsidiaries of Canadian Imperial Bank of Commerce (CIBC). Closing Market Price . Series A units dropped in value in 2 of the 4 years. Fund Facts Balanced Income Portfolio - Class T5 continued More about the trailing commission No trailing commission is paid in respect of Fund Facts CIBC Smart Growth Solution - Series A continued YEAR-BY-YEAR RETURNS This chart shows how Series A units of the fund performed in each of the past 4 calendar years. This equals $4. Class T6 units dropped in value in 2 of the 10 years. If you have any questions about our products or services, speak to your representative or call our Client Services Team at 1-888-888-3863. The range of returns and change from year to year can help you assess Fund Facts CIBC Smart Balanced Solution - Series F continued YEAR-BY-YEAR RETURNS This chart shows how Series F units of the fund performed in each of the past 4 calendar years. Terms and conditions. Series F units dropped in value in 1 of the 4 years. This equals $9. The range of returns and change from year to year can help you assess Fund Facts CIBC Smart Balanced Solution - Series S continued YEAR-BY-YEAR RETURNS This chart shows how Series S units of the fund performed in each of the past 4 calendar years. If it had not done so, the MER would have been higher. The fund invests primarily in mutual funds and exchange-traded funds, allocated to a target asset mix weight that will generally provide exposure to 60% equity securities and 40% fixed income The fund seeks to provide both long-term growth through capital appreciation and income by investing primarily in a combination of debt instruments, equity securities and Access the latest regulatory documents such as Fund Facts, prospectuses and annual information forms. CIBC Funds and CIBC Family of Portfolios CIBC Balanced Growth ETF Portfolio - Class A Units: Rates of return (%) 1 as of RDS%update[7]. Ask your representative for a copy, contact Canadian Imperial Bank of Commerce (CIBC) at 1-800-465-3863, or visit Quick Facts Fund code(s): CIB587 (CAD) Date class start: November 23, 2011 Total value of fund on April 30, 20: ,278,003,951 gexpense r (MER): 0. The range of returns and change from year to year can help you assess CIBC Balanced Index Fund - Premium Class This document contains key information you should know about Premium Class units of CIBC Balanced Index Fund. It is for the services and advice that your representative Fund Facts CIBC Managed Growth Portfolio - Class A continued YEAR-BY-YEAR RETURNS This chart shows how Class A units of the fund performed in each of the past 10 calendar years. Investment strategies: To achieve its investment objectives, the Portfolio: Fund Facts CIBC Sustainable Balanced Solution - Series A continued YEAR-BY-YEAR RETURNS This chart shows how Series A units of the fund performed in each of the past 2 calendar years. Fund Facts CIBC Global Growth Balanced Fund - Series O continued BEST AND WORST 3-MONTH RETURNS This section shows the best and worst returns for Series O units of the fund in a 3-month period. It provides tactical asset allocation within a single fund. Fund Facts CIBC Smart Balanced Solution - Series FT5 continued More about the trailing commission No trailing commission is paid in respect of Series FT5 units. You can find the prospectus and additional information about the underlying funds by visiting Please read the Prospectus or Fund Facts before investing. Investment objective. 10 for every $1,000 invested. The range of returns and change from year to year can help you assess This document contains key information you should know about Class F units of CIBC Balanced Fund. 43% of its value. For more information Contact CIBC Asset Management Inc. The range of returns and change from year to year can help you CIBC Balanced Index Fund - Class A This document contains key information you should know about Class A units of CIBC Balanced Index Fund. Series A units dropped in value in 1 of the 2 years. Dollar Managed Balanced Portfolio - Class A continued YEAR-BY-YEAR RETURNS This chart shows how Class A units of the fund performed in each of the past 10 calendar years. The range of returns and change from year to year can help you assess Fund Facts CIBC Managed Balanced Portfolio - Class F continued YEAR-BY-YEAR RETURNS This chart shows how Class F units of the fund performed in each of the past 3 calendar years. Updated NAV Pricing for CIBC Balanced Index Fund Class A (CADFUNDS: CIB901. Returns1 are after expenses have The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes.
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