(As of 8/31/2020)

Axiom Foreign Growth Portfolio Class FT4

(Global Equity Balanced)
Inception Return
(9/18/2017)
8.75 %
YTD Return 5.23 %
NAVPS
(9/25/2020)
$11.24
Change $0.11 / 1.03 %
Growth of $10,000 (As of August 31, 2020)
MER 1.23 %
Assets ($mil) -
Rank (1Yr) 60/1317
Std Dev (3Yr) -
Volatility Ranking (3Yr) -
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The Portfolio will seek to: create a diversified portfolio of investments across several asset classes; emphasize foreign investment exposure; invest primarily in mutual funds; and achieve long-term capital growth by investing primarily in U.S. and international equity mutual funds that provide exposure to a number of industrialized countries outside of Canada including countries in Europe, the Far East, and Asia and emerging market countries.
Management Co.
CIBC Asset Management Inc.
Managers
CIBC Asset Management Inc.
 
Asset Allocation
(As of August 31, 2020)
Sector Allocation
(As of August 31, 2020)
Geographic Allocation
(As of August 31, 2020)
Top 10 Holdings
NameAssetSectorGeographicPercent
Renaissance U.S. Equity Private Pool AUS EquityMutual FundUnited States43.09%
Renaissance International Equity Prv Pl AInternational EquityMutual FundMulti-National32.66%
Renaissance Global Bond Private Pool OForeign BondsFixed IncomeMulti-National13.68%
Renaissance Emerging Markets Equity Private Pool OInternational EquityMutual FundMulti-National9.91%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.66%

Performance Data (As of August 31, 2020)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.46 7.58 10.45 5.23 12.63 -    -    -   
Benchmark 1.67 6.02 9.00 4.93 11.51 9.23 8.63 10.60
Quartile Ranking 3 1 1 1 1 - - -

Calendar Return (%) 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Fund 16.35 -2.38 -      -      -      -      -      -      -      -     
Benchmark 16.29 0.72 11.99 3.66 17.03 13.13 24.73 10.84 -2.08 6.37
Quartile Ranking 2 1 - - - - - - - -

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