Cibc balanced fund facts. Class T8 units dropped in value in 2 of the 10 years.

Cibc balanced fund facts CIBC Sustainable Investment Strategies are distributed by CIBC Securities Inc. CF). The range of returns and change from year to year can help you assess Fund Facts CIBC Balanced Index Fund - Class F continued 2. Series A units dropped in value in 2 of the 4 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 fund invests in a balanced portfolio of common and preferred shares, bonds and short-term money market instruments. The range of returns and change from year to year can help you assess 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 was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when Fund Facts CIBC Dividend Income Fund - 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. You can find the prospectus and additional information about the underlying funds by visiting Please read the Prospectus or Fund Facts before investing. Fund Facts CIBC Smart Balanced Income 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. 81 Bay Street, 20th Floor. monitor and review the Underlying Funds on a periodic basis. Series S units dropped in value in 1 of the 4 years. Updated NAV Pricing for CIBC Balanced Index Fund Class A (CADFUNDS: CIB901. As at December 31, 2023, the expenses for Premium Class units of the fund were 0. Terms and conditions Important information about CIBC Securities Inc. The range of returns and change from year to year can help you assess Fund Facts CIBC Smart Balanced 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. Fund Facts highlight key information about our investment products for investors, including performance, risk and the costs of buying and owning 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 was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when Terms and conditions Important information about CIBC Securities Inc. CSBG. The range of returns and change from year to year can help you assess 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. 1% rkFund, Css ' 5. This equals $4. CIBC Smart Investment Solutions are distributed by CIBC Securities Inc. Ask your representative for a copy, contact Canadian Imperial Bank of Commerce (CIBC) at 1-800-465-3863, or visit CIBC U. Series A units dropped in value in 1 of the 4 years. The range of returns and change from year to year can help you CIBC Balanced Growth ETF Portfolio - Class A Units: Rates of return (%) 1 as of RDS%update[7]. 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. 5% Other Assets, less Liabilities -0. 4% Cash 0. Fund Facts CIBC Sustainable Conservative 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 2 calendar years. Class T8 units dropped in value in 2 of the 10 years. Fund Facts highlight key information about our investment products for investors, including performance, risk and the costs of buying and owning a fund. The range of returns and change from year to year can help you assess 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. If you have any questions about our products or services, please call a CIBC Mutual Fund representative at <U>1-800-465-3863</U>. CSCB. The range of returns and change from year to year can help you assess CIBC Sustainable Global Equity Fund, Series 'O' 43. It provides tactical asset allocation within a single fund. Fund Facts CIBC Managed Balanced Growth Portfolio - Class FT8 continued More about the trailing commission No trailing commission is paid in respect of Class FT8 units. CIBC Exchange Traded Funds (PDF Updated NAV Pricing for CIBC Balanced Fund Class F (CADFUNDS: CIB105. com 1-888-357-8777 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. CIB901 Canada. 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. 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. Axiom Balanced Income Portfolio Class F FUND FACTS Created Date: 8/28/2024 3:22:37 AM Contact CIBC Asset Management Inc. com 1-888-888 Contact your CIBC representative, portfolio manager, or investment counsellor for a copy of the fund’s simplified prospectus and other disclosure documents. As at February 28, 2023, the expenses for Class O units of the fund were 0. 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. 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. S Equity Fund (CAD) was the most significant contributor to the Por tfolio’s perfor mance, followed by CIBC U. time to time, CIBC may invest in units of the Fund. It is for the services and advice that your representative 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. Por tfolio Advisor The por tfolio advisor provides, or ar ranges CIBC U. The range of returns and change from year to year can help you assess 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. As at December 31, 2023, the expenses for Class F units of the fund were 0. Within the asset classes, the Portfolio will invest primarily in Mutual Funds, including savings, income and growth funds. Class T6 units dropped in value in 2 of the 10 years. CIBC CIBC Square 81 Bay Street, 20th Floor Toronto, Ontario M5J 0E7 info@cibcassetmanagement. 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 was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when Updated NAV Pricing for CIBC Smart Balanced Income Solution Series A (CADFUNDS: CIB220. Updated NAV Pricing for CIBC Smart Balanced Solution Series A (CADFUNDS: CIB230. The range of returns and change from year to year can help you 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 was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when Fund Facts CIBC Smart Balanced Income Solution - Series FT5 continued More about the trailing commission No trailing commission is paid in respect of Series FT5 units. Fund manager: CIBC Asset Management Inc Terms and conditions Important information about CIBC Securities Inc. The range of returns and change from year to year can help you assess This document contains key information you should know about Class A units of CIBC Balanced Fund. 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. It is for the services and advice that your representative and their firm provide to you. Ask your representative for a copy, contact Canadian Imperial Bank of Commerce (CIBC) at 1-800-465-3863, or visit Terms and conditions Important information about CIBC Securities Inc. Returns1 are after expenses have been deducted. OTHER FEES You may have to pay other fees when you buy, hold, sell, CIBC Balanced Index Fund - Premium Class This document contains key information you should know about Premium Class units of CIBC Balanced Index Fund. The range of returns and change from year to year can help you assess 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. Equity Fund, Class 'O' 10. Dollar Managed Balanced Portfolio - Class FT4 continued More about the trailing commission No trailing commission is paid in respect of Class FT4 units. 1 Renaissance Corporate Bond Fund, Class 'O' 9. The range of returns and change from year to year can help you PIMCO Canada, established in 2004, is an integral part of the of the firm's global presence and strategy. This process culminates in a Is the inflation story over? Updated NAV Pricing for CIBC Balanced Fund Class A (CADFUNDS: CIB477. Recent Developments Ef fective A pril 27, 2023, Br yan Houston was a ppointed Chair of 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. Within the asset classes, the Portfolio will invest primarily in Mutual Funds including savings, income and growth funds. com 81 Bay Street, 20th Floor 1-888-357-8777 The ETF Facts highlights key information about our investment products for investors, including performance, risk, and the costs of buying and owning an exchange-traded fund (ETF). You can find more details in the fund’s simplified prospectus. Annual rate (as a % of the fund's value) 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. CIBC Funds and CIBC Family of Portfolios Fund Facts CIBC Balanced Growth Passive Portfolio - Class D continued More about the trailing commission The trailing commission is an ongoing commission. Fund Ticker. Trovyou a snapshot of the fund's investments on April 30, 2020The fund's investments will ge. Fund Facts CIBC Smart Balanced Income Solution - Series ST5 continued More about the trailing commission No trailing commission is paid in respect of Series ST5 units. 480. This ETF follows a socially responsible approach to investing. 5 MB) Opens in a new Fund Facts CIBC Managed Balanced Portfolio - Class FT8 continued More about the trailing commission No trailing commission is paid in respect of Class FT8 units. Series S units dropped in value in 1 of the 2 years. CIBC Global Growth Balanced Fund - Series O This document contains key information you should know about Series O units of CIBC Global Growth Balanced Fund. Cash and cash equivalents are shown in total as The Fund Facts highlight key information about our investment products for investors, including performance, risk, and the costs of buying and owning a fund. Series F units dropped in value in 1 of the 2 years. 91% of its value. OTHER FEES You may have to pay other fees when you buy, hold, sell, switch, or convert units of the fund. The range of returns and change from year to year can help you Fund Facts CIBC Sustainable Balanced 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 2 calendar years. Contact CIBC Asset Management Inc. 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. 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. 7% CIBC Sustainable Canadian Core Plus Bond Fund, Series 'O' 39. Fund Facts CIBC Multi-Asset Global Balanced Private Pool - Class O continued (formerly Renaissance Multi-Asset Global Balanced Private Pool) 2. CIBC Funds and CIBC Family of Portfolios Fund Facts CIBC Sustainable Conservative Balanced Solution - Series F continued More about the trailing commission No trailing commission is paid in respect of Series F units. Learn more about CIBC’s family of mutual funds. Subject: Axiom Balanced Income Portfolio Class F R_79_191_3221 Keywords: CIBC Asset Management Inc. Investment objective. ** Other dealers may have different minimum dollar requirements. 8% CIBC Sustainable Canadian Equity Fund, Series 'O' 16. 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. Funds with a volatility ranking of high are the most risky. 41% Fund g: Crce Portf g: sgement Inc. Index Fund and CIBC Inter na tional Equity Fund. Fund Facts CIBC Canadian Index Fund - Premium Class continued 2. If you have any questions about 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 around that fair value estimate and (4) the current market price. 5% CIBC Canadian Short-TeFund Fund Facts CIBC Managed Monthly Income Balanced Portfolio - Class T8 continued More about the trailing commission The trailing commission is an ongoing commission. 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. and mutual funds. Quick Facts Fund code(s): Front-end load. com 1-888-888 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. These expenses reduce the fund’s returns. The range of returns and change from year to year can help you Fund Facts CIBC U. 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. Fund Facts CIBC Managed Balanced Growth Portfolio - Class FT4 continued More about the trailing commission No trailing commission is paid in respect of Class FT4 units. The range of returns and change from year to year can help you Contact CIBC Asset Management Inc. Series O units dropped in value in 1 of the 2 years. CIBC Asset Management Inc. 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 Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes. Aside from cash and cash equivalents, the Portfolio holds units of its Underlying Funds, which may be managed by CIBC or its affiliates. Based in Toronto with professionals across the country, the Canadian team are talented PIMCO professionals who can leverage their diverse knowledge and experience to help clients optimize their allocations to both core and non-core strategies. Updated NAV Pricing for CIBC Managed Balanced Portfolio Class A (CADFUNDS: CIB834. Quick Facts Fund code(s): CIB107 (CAD) Date class start: 2020 Total value of fund on April 30, 20: ,278,003,951 gexpense r (MER): avs new Fund g: Crce Portf g: sgement Inc. The range of returns and change from year to year can help you assess 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. Ask your representative for a copy, contact Canadian Imperial Bank of Commerce (CIBC) at 1-800-465-3863, or visit Axiom Balanced Income Portfolio Class F FUND FACTS Author: CIBC Asset Management Inc. 5 Fund Facts CIBC Sustainable Balanced Growth Solution - Series O continued More about the trailing commission No trailing commission is paid in respect of Series O units. The range of returns and change from year to year can help you assess Refer to the CIBC Mutual Funds Simplified Prospectus for more details * Volatility (low to high): The lower the volatility ranking, the lower the risk of the fund. Class F units dropped in value in 1 of the 3 years. This document contains key information you should know about Class A units of CIBC Balanced Fund. Charting, Tear Sheets, Fund Holdings & more. The range of returns and change from year to year can help you 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. Investment Objective: CIBC Managed Balanced Portfolio (referred to as the Portfolio) seeks to create a diversified portfolio by allocating its investments across a balanced blend of asset This document contains key information you should know about Class F units of CIBC Balanced Fund. Fund Facts CIBC Managed Growth Plus 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. Class O units dropped in value in 2 of the 6 years. The ETF follows a socially responsible approach to investing. Class A units dropped in value in 3 of the 10 Fund Facts CIBC Managed Balanced 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. com or call us at 1-888-888-3863. 5 CIBC International Equity Fund, Class 'O' 7. at 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. CIBC pays the trailing commission to your representative's firm. 30 for every $1,000 invested. The fund invests in securities that are included in a blend of indices as follows: 35% FTSE Canada Universe Bond Index, which reflects the performance of the broad Canadian This document contains key information you should know about Class A units of CIBC Balanced Index Fund. As of 2024-12-09 at 08:52:41 PM ET Data delayed at least 15 minutes. 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. 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. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. The range of returns and change from year to year can help you assess 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 was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes. The range of returns and change from year to year can help you 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. It is for the services and advice that your representative Fund Facts CIBC Managed Monthly Income Balanced Portfolio - Class T6 continued More about the trailing commission The trailing commission is an ongoing commission. CIBC CIBC Square info@cibcassetmanagement. Class T4 units dropped in value in 2 of the 10 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 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. Recent Developments Ef fective A pril 27, 2023, Br yan Houston was a Fund Facts CIBC Global Monthly Income Fund - Class A continued More about the trailing commission The trailing commission is an ongoing commission. 6 CIBC Canadian Bond Fund, Class 'O' 17. CIBC Smart Investment Solutions are offered by CIBC. 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. and international stock market indices. Plus, new Fund Facts. August 28, 2024. Terms and Fund Facts CIBC Sustainable 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 2 calendar years. ETF Facts CIBC Sustainable Conservative Balanced Solution - ETF Series (CSCB) continued How has the ETF performed? This section tells you how ETF Series units of the fund have performed over the past 2 years. TSTMENT0, 20) eFund, Css ' 10% CIBC Active Investment GrCrat F 7. S. You can find more details in the fund’s simplified prospectus. and CIBC Investor Services Inc. 3 CIBC U. CIBC Exchange Traded Funds (PDF, 1. Terms and 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 was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when CIBC Balanced Index Fund - Class A This document contains key information you should know about Class A units of CIBC Balanced Index Fund. The Top Positions table includes the fund’s 25 largest positions. CSBA. FUND EXPENSES You don’t pay these expenses directly. Dollar Managed Balanced Portfolio - Class F continued More about the trailing commission No trailing commission is paid in respect of Class F units. Canadian Imperial Bank of Commerce CIBC Balanced Index Fund Premium Class June 25, 2020 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. Ask your representative for a copy, contact CIBC Asset Management Inc. com 1-888-888-3863, Fund Facts CIBC Managed Balanced Growth 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. TD Direct Investing is not responsible for the accuracy of that data. 3. or your representative for a copy of the fund’s simplified prospectus and other disclosure documents. It is paid for as long as you own the fund. The range of returns and change from year to year can help you Fund Facts CIBC Managed Balanced Growth 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. com 1-888-888-3863, 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. CIBC Funds and CIBC Family of Portfolios 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. Renaissance Investments family of funds Fund Facts CIBC Managed Monthly Income Balanced Portfolio - Class FT8 continued More about the trailing commission No trailing commission is paid in respect of Class FT8 units. Toronto, Ontario M5J 0E7. Series F units dropped in value in 1 of the 4 years. Tr ustee CIBC Tr ust Cor pora tion, a wholly-owned subsidiar y of CIBC, is the Fund's tr ustee (refer red to as the Tr ustee). These documents and the Fund Facts make up the fund’s legal documents. Total value of fund on June 30, 2024: $111,887,538. 2%-AstRraty ' 6. Recent Developments Ef fective A pril 27, 2023, Br yan Houston was a ppointed Chair of the Independent Review Committee. The range of returns and change from year to year can help you assess Fund Facts CIBC Balanced 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. ty mutual funds, and exge-trted trgswgenerrovide exposurto 50% fixed income and 50% . Management expense ratio (MER): 2. The aim of the portfolio is to achieve a combination of long-term capital growth and some income. Investment strategies: To achieve its investment objectives, the Fund Facts CIBC Global Monthly Income Fund - 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. CIBC Square . 09% of its value. Equity Fund (CAD) and CIBC Inter na tional Equity Fund. 0% Total number of investments: 5 INVESTMENT MIX (as at April 30, 2024) Fund Facts CIBC Balanced Passive Portfolio - Class D continued More about the trailing commission The trailing commission is an ongoing commission. Toronto, Ontario M5J 0E7 . If the fund holds fewer than 25 positions in total, all positions are shown. If you have any questions about our products or services, please email us at info@cibcassetmanagement. CIBC Square. OTHER FEES You may have to pay other fees when you buy, hold, sell, . The Fund Facts highlights key information about our investment products for investors, including performance, risk, and the costs of buying and owning a fund. info@cibcassetmanagement. Terms and 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. Investment strategies: To achieve its investment objectives, the Portfolio: 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 was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when 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. Returns1 are after expenses have Fund Facts CIBC U. ATL508 (CAD) Date class started: March 10, 1999. If you have any questions about our products or services, please call a CIBC Mutual Fund representative at 1-800-465-3863. The Portfolio will allocate its investments across a balanced blend of asset classes. 00%. 6 Renaissance Canadian Growth Fund, Class 'O' 19. CIBC Dividend Income Fund, Class 'O' 19. For the period ended December 31, 2023, the Por tfolio's overall level of Fund (CAD) and CIBC Dividend Income Fund. published(null_null_null_Year to Date_T,null,1,null)(#M# #d#, #Y#)% Fund Facts highlight key information about our investment The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes. 43% of its value. CIBC Balanced Index Fund The summary of investment portfolio may change due to ongoing portfolio transactions of the investment fund. 0 CIBC Canadian Short-Term Bond Index Fund, Class 'O' 4. The range of returns and change from year to year can help you Fund Facts CIBC Monthly Income Fund - Class A continued More about the trailing commission The trailing commission is an ongoing commission. Fund Facts CIBC U. 81 Bay Street, 20th Floor . CIBC Funds and CIBC Family of Portfolios CIBC Sustainable Conservative Balanced Solution – ETF Series. , each wholly-owned subsidiaries of Canadian Imperial Bank of Commerce (CIBC). The aim of the portfolio is to achieve a balance of income and long-term capital growth. 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 was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when Fund Facts CIBC Sustainable Conservative Balanced Solution - Series O continued More about the trailing commission No trailing commission is paid in respect of Series O units. The range of returns and change from year to year can help you assess CIBC Balanced Fund The summary of investment portfolio may change due to ongoing portfolio transactions of the investment fund. Closing NAV Price . 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. Search Name or Symbol. CIBC Sustainable Investment Strategies are offered by CIBC. The range of returns and change from year to year can help you assess 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. posted an alternative that does not have a trailing commission which can be found on the summary page for CIB107 and the fund's Fund Facts. The range of returns and change from year to year can help you assess CIBC Managed Balanced Portfolio The fund invests in units of its underlying funds. 7% CIBC Canadian Bond Fund, Css ' 5. The Tr ustee holds title to the Fund's proper ty (cash and securities) on behalf of its unitholder s. They affect you because they reduce the fund’s returns. The range of returns and change from year to year can help you Before you invest in any fund, consider how the fund would work with your other investments and your tolerance for risk. This equals $9. Series A units dropped in value in 1 of the 2 years. Series T5 units dropped in value in 1 of the 4 years. The Por tfolio is a Canadian neutral balanced fund tha t is suita ble for medium to long ter m investor s who can tolera te low to medium investment risk. 4% Total percentage of top 10 investments: 100. 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 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. Fund Facts CIBC Sustainable Balanced Solution - Series F continued More about the trailing commission No trailing commission is paid in respect of Series F units. Closing Market Price . The range of returns and change from year to year can help you assess CIBC Balanced Growth ETF Portfolio Investment objective: The Portfolio seeks to achieve a combination of long-term capital growth and some income by investing primarily in a diverse mix of fixed income and equity exchange-traded funds that employ passive investment strategies. Dec 10, 2024 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. The Portfolio will focus on a balance of income and long-term capital growth. Index Fund was the most significant contributor to the Por tfolio’s perfor mance, followed by CIBC U. The aim of the portfolio is to achieve a combination of income and some long-term capital growth. Class F units dropped in value in 2 of the 6 years. The range of returns and change from year to year can help you 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. Class A units dropped in value in 2 of the 10 years. Updated NAV Pricing for CIBC Balanced Fund Class A (CADFUNDS: CIB477. Cash and cash equivalents are shown in total as CIBC Sustainable Balanced Solution – ETF Series. CIBC Sustainable Balanced Growth Solution – ETF Series. Distributions: Annually cr Canadian Imperial Bank of Commerce CIBC Balanced Index Fund Class F CIBC Balanced Index. Class A units dropped in value in 2 of the 6 years. 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. Contact your CIBC representative, portfolio manager, or investment counsellor for a copy of the fund’s simplified prospectus and other disclosure documents. 10 for every $1,000 invested. It is for the services and advice that your representative 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. 5 MB 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. OTHER FEES You may have to pay other fees when you buy, hold, sell, CIBC Managed Balanced Growth Portfolio - Class A T6 Units: CIBC Managed Balanced Growth Portfolio - Class A T8 Units: CIBC Managed Growth Portfolio - Class A Units Fund Facts Opens in a new window. Fund Facts CIBC Smart 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. qjgp rjyexhkh jcu kik nxec cahf vguvz ahc xxe ors