(As of 3/31/2021)

Axiom Balanced Income Portfolio Class T8

(Canadian Fixed Income Balanced)

FundGrade A+^® Rating recipient
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Inception Return (7/29/2009)	5.18 %
YTD Return	-1.12 %

NAVPS (4/16/2021)	$6.63
Change	($0.02) / -0.23 %

Growth of $10,000 (As of March 31, 2021)

MER	2.10 %
Assets ($mil)	-
Rank (1Yr)	72/611
Std Dev (3Yr)	8.20 %
Volatility Ranking (3Yr)	3/10
RRSP Eligibility	Yes
Load	Choice of Front or Back
Max Front End	5.00 %
Max Back End	5.50 %
Sales Status	Capped

Objective

The Portfolio will seek to: create a diversified portfolio of investments across several asset classes; invest primarily in mutual funds; and achieve a balance of income and long-term capital growth with a focus on income, by investing primarily in a blend of income and bond mutual funds, along with equity mutual funds.

Management Co.

CIBC Asset Management Inc.

Managers

Asset Allocation
(As of March 31, 2021)

Sector Allocation
(As of March 31, 2021)

Geographic Allocation
(As of March 31, 2021)

Top 10 Holdings

Name	Asset	Sector	Geographic	Percent
Renaissance Canadian Fixed Income Prvt Pl O	Domestic Bonds	Fixed Income	Canada	59.70%
Renaissance Equity Income Private Pool A	Canadian Equity	Mutual Fund	Canada	12.21%
Renaissance U.S. Equity Private Pool A	US Equity	Mutual Fund	United States	9.99%
Renaissance Canadian Equity Private Pool O	Canadian Equity	Mutual Fund	Canada	8.77%
Renaissance International Equity Prv Pl A	International Equity	Mutual Fund	Multi-National	5.92%
Renaissance Emerging Markets Equity Private Pool O	International Equity	Mutual Fund	Multi-National	2.91%
Cash and Cash Equivalents	Cash and Equivalents	Cash and Cash Equivalent	Canada	0.50%

Performance Data (As of March 31, 2021)

	Return (%)				Annualized Return (%)
Return	1 Mth	3 Mth	6 Mth	YTD	1 Yr	3 Yr	5 Yr	10 Yr
Fund	0.23	-1.12	3.22	-1.12	17.14	4.89	4.88	4.55
Benchmark	0.14	-2.08	0.45	-2.08	10.84	5.48	4.72	4.64
Quartile Ranking	3	3	2	3	1	2	1	2

Calendar Return (%)	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011
Fund	8.27	10.94	-3.26	5.74	4.33	2.09	7.69	7.41	5.00	0.15
Benchmark	8.35	10.88	-1.25	4.30	6.19	0.56	9.52	2.02	4.68	5.23
Quartile Ranking	1	1	4	1	2	3	2	2	3	4

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