(As of 3/31/2024)

Axiom Foreign Growth Portfolio Class A

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





Inception Return
(3/15/2005)
4.93 %
YTD Return 7.57 %
NAVPS
(4/19/2024)
$24.22
Change ($0.11) / -0.46 %
Growth of $10,000 (As of March 31, 2024)
MER 2.28 %
Assets ($mil) $11.51
Rank (1Yr) 337/1308
Std Dev (3Yr) 12.39 %
Volatility Ranking (3Yr) 6/10
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; emphasize foreign investment exposure (which excludes Canada); invest primarily in mutual funds;
Fund Manager

CIBC Asset Management Inc.

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
CIBC U.S. Equity Private Pool OUS EquityMutual FundUnited States42.87%
CIBC International Equity Prv Pl OInternational EquityMutual FundMulti-National32.68%
CIBC Global Bond Private Pool OForeign BondsFixed IncomeMulti-National13.86%
CIBC Emerging Markets Equity Private Pool OInternational EquityMutual FundMulti-National10.10%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.50%

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 2.11 7.57 15.65 7.57 15.20 3.73 6.75 7.34
Benchmark 2.30 7.76 16.43 7.76 17.03 6.28 8.09 8.79
Quartile Ranking 3 1 2 1 2 3 2 2

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 13.28 -15.87 10.52 14.38 15.95 -2.60 15.32 -0.51 14.83 9.61
Benchmark 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13
Quartile Ranking 1 4 4 1 2 1 1 4 1 2

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