(As of 2/28/2023)

Axiom Balanced Income Portfolio Class A

(Canadian Fixed Income Balanced)
FundGrade A+® Rating recipient
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Inception Return
(3/15/2005)
3.45 %
YTD Return 1.90 %
NAVPS
(3/24/2023)
$13.07
Change $0.01 / 0.11 %
Growth of $10,000 (As of February 28, 2023)
MER 2.01 %
Assets ($mil) $90.71
Rank (1Yr) 370/431
Std Dev (3Yr) 8.18 %
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 Open
 
Objective
The Portfolio seeks 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.
Fund Manager

CIBC Asset Management Inc.

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
Renaissance Canadian Fixed Income Prvt Pl ODomestic BondsFixed IncomeCanada59.61%
Renaissance Equity Income Private Pool ACanadian EquityMutual FundCanada12.14%
Renaissance U.S. Equity Private Pool AUS EquityMutual FundUnited States9.92%
Renaissance Canadian Equity Private Pool OCanadian EquityMutual FundCanada8.84%
Renaissance International Equity Prv Pl AInternational EquityMutual FundMulti-National6.07%
Renaissance Emerging Markets Equity Private Pool OInternational EquityMutual FundMulti-National2.93%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.50%

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 -2.00 -0.79 1.88 1.90 -6.40 0.62 1.93 3.38
Benchmark -2.02 -0.34 1.78 1.84 -5.46 0.37 2.80 3.36
Quartile Ranking 4 4 3 2 4 2 3 2

Calendar Return (%) 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund -11.93 4.72 8.34 10.99 -3.23 5.79 4.38 2.10 7.71 7.41
Benchmark -9.93 3.73 8.35 10.87 -1.25 4.30 6.19 0.56 9.52 2.02
Quartile Ranking 4 2 1 1 4 1 3 3 2 2

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