(As of 2/28/2023)

CIBC Global Technology Fund Class A

(Global Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2021
2020
2019
2018



Inception Return
(12/11/1995)
7.70 %
YTD Return 3.58 %
NAVPS
(3/24/2023)
$50.89
Change $0.23 / 0.46 %
Growth of $10,000 (As of February 28, 2023)
MER 2.38 %
Assets ($mil) $336.62
Rank (1Yr) 2066/2223
Std Dev (3Yr) 16.00 %
Volatility Ranking (3Yr) 7/10
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 February 28, 2023)
Sector Allocation
(As of February 28, 2023)
Geographic Allocation
(As of February 28, 2023)
Top 10 Holdings
NameAssetSectorGeographicPercent
Apple IncUS EquityTechnologyUnited States8.56%
Alphabet Inc Cl AUS EquityTechnologyUnited States7.46%
Microsoft CorpUS EquityTechnologyUnited States7.02%
Johnson & JohnsonUS EquityHealthcareUnited States5.56%
UnitedHealth Group IncUS EquityHealthcareUnited States5.28%
Roche Holding AG - PartcptnInternational EquityHealthcareOther European5.02%
Novartis AG Cl NInternational EquityHealthcareOther European4.57%
Thermo Fisher Scientific IncUS EquityHealthcareUnited States3.88%
Medtronic PLCInternational EquityHealthcareEuropean Union3.66%
Broadcom IncUS EquityTechnologyUnited States3.11%

Performance Data (As of February 28, 2023)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -0.42 -2.60 0.51 3.58 -8.73 7.43 10.42 16.73
Benchmark -0.91 1.13 7.56 4.74 -1.40 9.35 7.06 11.15
Quartile Ranking 1 4 4 3 4 3 1 1

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -20.76 3.04 47.89 35.10 7.19 31.68 -3.46 30.40 18.40 40.50
Benchmark -12.64 17.62 13.15 21.41 -1.79 16.29 5.18 16.88 13.97 32.40
Quartile Ranking 4 4 1 1 1 1 4 1 1 1

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