(As of 3/31/2024)

CIBC Global Technology Fund Class A

(Global Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2022
2021
2020
2019



Inception Return
(12/11/1995)
8.67 %
YTD Return 10.98 %
NAVPS
(4/22/2024)
$64.73
Change $0.39 / 0.60 %
Growth of $10,000 (As of March 31, 2024)
MER 2.20 %
Assets ($mil) $435.27
Rank (1Yr) 133/1934
Std Dev (3Yr) 16.00 %
Volatility Ranking (3Yr) 8/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
To provide long-term growth through capital appreciation by investing globally, primarily in companies that are involved in the development, application, production, or distribution of scientific and technology-based products and services.
Fund Manager

Canadian Imperial Bank of Commerce

Portfolio Manager

CIBC Asset Management Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of March 31, 2024)
Sector Allocation
(As of March 31, 2024)
Geographic Allocation
(As of March 31, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
Microsoft CorpUS EquityTechnologyUnited States8.75%
Alphabet Inc Cl AUS EquityTechnologyUnited States8.38%
Apple IncUS EquityTechnologyUnited States7.45%
NVIDIA CorpUS EquityTechnologyUnited States6.58%
Meta Platforms Inc Cl AUS EquityTechnologyUnited States5.88%
Johnson & JohnsonUS EquityHealthcareUnited States4.99%
Roche Holding AG - PartcptnInternational EquityHealthcareOther European4.29%
UnitedHealth Group IncUS EquityHealthcareUnited States4.22%
Broadcom IncUS EquityTechnologyUnited States4.21%
Novartis AG Cl NInternational EquityHealthcareOther European4.05%

Performance Data (As of March 31, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.87 10.98 20.77 10.98 31.22 5.97 15.77 17.07
Benchmark 2.94 10.27 20.07 10.27 23.05 9.29 11.08 10.93
Quartile Ranking 4 2 2 2 1 3 1 1

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 30.30 -20.76 3.04 47.89 35.10 7.19 31.68 -3.46 30.40 18.40
Benchmark 19.37 -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97
Quartile Ranking 1 4 4 1 1 1 1 4 1 1

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