(As of 12/31/2021)

CIBC Conservative Passive Portfolio Class A

(Canadian Fixed Income Balanced)



2020


FundGrade A+® Rating recipient
For more information about
FundGrade click here
Inception Return
(7/31/2017)
4.95 %
YTD Return 3.82 %
NAVPS
(1/25/2022)
$11.21
Change ($0.03) / -0.31 %
Growth of $10,000 (As of December 31, 2021)
MER 1.33 %
Assets ($mil) $38.01
Rank (1Yr) 285/476
Std Dev (3Yr) 5.37 %
Volatility Ranking (3Yr) 2/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
The Portfolio seeks to achieve a combination of income and some long-term capital growth by investing primarily in a diverse mix of fixed income and equity mutual funds that employ passive investment strategies (that may include exchange-traded funds).
Fund Manager

Canadian Imperial Bank of Commerce

Portfolio Manager

CIBC Asset Management Inc.

Sub-Advisor
Data not available
 
Asset Allocation
(As of December 31, 2021)
Sector Allocation
(As of December 31, 2021)
Geographic Allocation
(As of December 31, 2021)
Top 10 Holdings
NameAssetSectorGeographicPercent
CIBC Canadian Bond Index Fund Class ODomestic BondsFixed IncomeCanada30.19%
CIBC Canadian Short-Term Bond Index Fund Class ADomestic BondsFixed IncomeCanada27.07%
CIBC U.S. Broad Market Index Fund Class AUS EquityMutual FundUnited States12.96%
CIBC International Index Fund Class OInternational EquityMutual FundMulti-National12.14%
CIBC Canadian Index Fund Class ACanadian EquityMutual FundCanada10.15%
CIBC Global Bond Index Fund Class OForeign BondsFixed IncomeMulti-National5.00%
CIBC Money Market Fund Class ACash and EquivalentsMutual FundCanada2.50%

Performance Data (As of December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.46 2.08 2.12 3.82 3.82 6.67 -    -   
Benchmark 1.89 2.89 2.40 3.73 3.73 7.61 5.12 4.83
Quartile Ranking 4 3 3 3 3 3 - -

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 3.82 7.54 8.72 -0.97 -      -      -      -      -      -     
Benchmark 3.73 8.35 10.88 -1.25 4.30 6.19 0.56 9.52 2.02 4.68
Quartile Ranking 3 2 3 1 - - - - - -

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