(As of 3/31/2024)

CIBC Conservative ETF Portfolio Class A

(Canadian Fixed Income Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2020





Inception Return
(7/31/2017)
3.32 %
YTD Return 2.87 %
NAVPS
(4/19/2024)
$11.13
Change ($0.01) / -0.10 %
Growth of $10,000 (As of March 31, 2024)
MER 1.11 %
Assets ($mil) $51.79
Rank (1Yr) 83/416
Std Dev (3Yr) 5.66 %
Volatility Ranking (3Yr) 3/10
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 March 31, 2024)
Sector Allocation
(As of March 31, 2024)
Geographic Allocation
(As of March 31, 2024)
Top 10 Holdings
NameAssetSectorGeographicPercent
CIBC Canadian Bond Index ETF (CCBI)Domestic BondsExchange Traded FundCanada29.86%
CIBC Glo Bond ex-Canada Index ETF C$H (CGBI)Foreign BondsExchange Traded FundMulti-National21.94%
CIBC U.S. Equity Index ETF (CUEI)US EquityExchange Traded FundUnited States14.93%
CIBC International Equity Index ETF (CIEI)International EquityExchange Traded FundMulti-National11.87%
CIBC Canadian Equity Index ETF (CCEI)Canadian EquityExchange Traded FundCanada10.57%
CIBC Canadian Short-Term Bond Index ETF (CSBI)Domestic BondsFixed IncomeCanada7.46%
CIBC Emerging Markets Equity Index ETF (CEMI)International EquityExchange Traded FundMulti-National2.48%
Cash and Cash EquivalentsCash and EquivalentsCash and Cash EquivalentCanada0.89%

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 1.55 2.87 9.95 2.87 7.89 1.63 3.02 -   
Benchmark 1.39 0.66 8.93 0.66 4.90 1.16 2.76 3.53
Quartile Ranking 1 1 2 1 1 2 2 -

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 9.13 -10.56 3.82 7.54 8.72 -0.97 -      -      -      -     
Benchmark 7.79 -9.93 3.73 8.35 10.87 -1.25 4.30 6.19 0.56 9.52
Quartile Ranking 1 3 3 2 3 2 - - - -

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