Cibc balanced fund facts.

Cibc balanced fund facts Fund. Equity Mutual Funds 24. price $ Previous . or your representative for a copy of the fund’s simplified prospectus and other disclosure documents. CIBC Canadian Bond Fund. The Portfolio will focus on a balance of income, and long-term capital growth. If you have any questions about our products or services, please call a CIBC Mutual Fund representative at 1-800-465-3863. 8% Axiom Balanced Growth Portfolio Class F FUND FACTS Author: CIBC Asset Management Inc. CIBC Balanced ETF Portfolio Class A FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Balanced ETF Portfolio Class A R_79_170_2153 Keywords: Canadian Imperial Bank of Commerce CIBC Balanced ETF Portfolio Class A FUND FACTS Created Date: 6/12/2024 1:11:40 PM The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes. Fund Facts CIBC Balanced Index Fund - Premium Class continued 2. As Manager, we are responsible for the Funds’ overall business and operation. 2% Fund Facts CIBC Smart Balanced Growth Solution - Series FT5 continued YEAR-BY-YEAR RETURNS This chart shows how Series FT5 units of the fund performed in each of the past 4 calendar years. 6% Total number of investments: 17 INVESTMENT MIX (as at April 30, 2024) U. 1 CIBC U. 1% CIBC Emerging Markets Fund, Class 'O' 6. 40 CIBC Canadian Equity Fund 5. CIBC Trust Corporation and CIBC Securities Inc. 9 CIBC Canadian Equity Fund, Class 'O' 2. CIBC Sustainable Balanced Growth Solution Series A FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Sustainable Balanced Growth Solution Series A R_79_170_1025 Keywords: Canadian Imperial Bank of Commerce CIBC Sustainable Balanced Growth Solution Series A FUND FACTS Created Date: 6/12/2024 1:10:39 PM CIBC European Equity Fund, Class 'O' 4. 5% CIBC U. Ask your Canadian Bond Mutual Funds 29. The information and insights included are both quantitative and qualitative. Renaissance Investments family of funds CIBC Canadian Bond Fund, Class 'O' 19. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the It is projection/opinion and not a statement of fact. 20 CIBC International Equity Fund 7. 2 It is projection/opinion and not a statement of fact. Index Market Return GICs due December 12, 2024 3. If you have any questions about our products or services, speak to your representative or call our Client Services Team at 1-888-888-3863. May 25, 2016 · Updated NAV Pricing for CIBC Smart Balanced Income Solution Series A (CADFUNDS: CIB220. 1% Total percentage of top 10 investments: 85. (CIBC WM). Please read the Prospectus or Fund Facts before investing. CIBC European Equity Fund, Class 'O' 4. 2% CIBC Sustainable Canadian Equity Fund, Series 'O' 12. CIBC Short-Term Income Fund. CIBC Global Growth Balanced Fund Series F FUND FACTS Author: CIBC Asset Management Inc. 36% ) CAD | May 16 2025 of the CIBC Mutual Funds and CIBC Family of Portfolios. Opens in a new window. CIBC Global Growth Balanced Fund Series O FUND FACTS Created Date: 8/28/2024 3:21:22 AM Fund Facts CIBC Smart Balanced Income Solution - Series ST5 continued YEAR-BY-YEAR RETURNS This chart shows how Series ST5 units of the fund performed in each of the past 4 calendar years. 7% CIBC Canadian Index Fund, Class 'O' 6. CIBC Global Growth Balanced Fund Series F FUND FACTS Created Date: 8/28/2024 3:21:21 AM FUND FACTS RBC Global Asset Management Inc. Dollar Money Market Fund. 1% CIBC U. 3. FundFacts Canadian Imperial Bank of Commerce June 18, 2024 CIBC U. at Fund Facts CIBC Smart Balanced Income Solution - Series F continued YEAR-BY-YEAR RETURNS This chart shows how Series F units of the fund performed in each of the past 4 calendar years. Equity Fund, Class 'O' 8. 7% Total percentage of top 10 investments: 83. , each wholly-owned subsidiaries of Canadian Imperial Bank of Commerce (CIBC). For more information Contact CIBC Asset Management Inc. 0% Canadian Bond Mutual Funds 15. 7% Canadian Equity Mutual Funds 15. You could lose money. date. 2% International Equity Mutual Funds 30. 2% Canadian Equity Mutual Funds 22. 5% International Bond Mutual Funds 21. 8% U. 92% 9. 8% The Fund Facts highlights key information about our investment products for investors, including performance, risk, and the costs of buying and owning a fund. 2. Equity Mutual Funds 30. Inception . Annual rate Fund Facts CIBC Balanced Fund - Class F continued YEAR-BY-YEAR RETURNS This chart shows how Class F units of the fund performed in each of the past 3 calendar years. CIBC Smart Balanced Solution S (CIB234) 12. 2% CIBC Canadian Equity Fund, Class 'O' 5. Equity Mutual Funds 25. CIBC Balanced Fund | Mutual Funds | CIBC Fund Facts CIBC Balanced Fund - Class A continued YEAR-BY-YEAR RETURNS This chart shows how Class A units of the fund performed in each of the past 10 calendar years. Subject: CIBC Global Growth Balanced Fund Series F R_79_191_543 Keywords: CIBC Asset Management Inc. 5 CIBC Global Bond Fund, Class 'O' 5. are subsidiaries of CIBC. Equity Fund, Class 'O' 5. 96 CIBC U. 4% How risky is it? The value of the fund can go down as well as up. CIBC International Equity Fund, Class 'O' 7. and CIBC Investor Services Inc. 0 CIBC International Index Fund, Class 'O' 3. 2% Cash 0. Learn about CIBC Global Monthly Income Fund. You can find more details in the fund's simplified prospectus. This equals $12. 81 Bay Street, 20th Floor . Ask your representative for a copy, contact Canadian Imperial Bank of Commerce (CIBC) at 1-800-465-3863, or visit CIBC Sustainable Balanced Solution Series A FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Sustainable Balanced Solution Series A R_79_170_1025 Keywords: Canadian Imperial Bank of Commerce CIBC Sustainable Balanced Solution Series A FUND FACTS Created Date: 6/12/2024 1:10:36 PM CIBC Balanced Growth ETF Portfolio - Class A Units: Rates of return (%) Important information about CIBC Securities Inc. Canadian Imperial Bank of Commerce CIBC Smart Balanced Growth Solution Series A June 25 Fund Facts CIBC Smart Balanced Solution - Series F continued YEAR-BY-YEAR RETURNS This chart shows how Series F units of the fund performed in each of the past 4 calendar years. The fund invests in a balanced portfolio of common and preferred shares, bonds and short-term money market instruments. 9% Canadian Bond Mutual Funds 31. Based in Toronto with professionals across the country, the Canadian team are talented PIMCO professionals who can leverage their diverse knowledge and experience to help clients optimize their allocations to both core and non-core strategies. Income Funds . Fund Facts CIBC Smart Balanced Solution - Series ST5 continued YEAR-BY-YEAR RETURNS This chart shows how Series ST5 units of the fund performed in each of the past 4 calendar years. CIBC Global Growth Balanced Fund Series F FUND FACTS Created Date: 8/28/2024 3:21:21 AM The Fund Facts highlight key information about our investment products for investors, including performance, risk, and the costs of buying and owning a fund. 9 of the CIBC Mutual Funds and CIBC Family of Portfolios. One way to gauge risk is to look at how much a fund's returns change Canadian Bond Mutual Funds 25. 7 CIBC International Index Fund, Class 'O' 7. Personal Portfolio Services offers you the skills of investment professionals and frees you from researching Fund Facts CIBC Balanced ETF Portfolio - Class O continued More about the trailing commission No trailing commission is paid in respect of Class O units. Axiom Balanced Growth Portfolio Class F FUND FACTS Created Date: 8/28/2024 3:22:44 AM CIBC Smart Balanced Growth Solution Series T5 FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Smart Balanced Growth Solution Series T5 R_79_170_1781 Keywords: Canadian Imperial Bank of Commerce CIBC Smart Balanced Growth Solution Series T5 FUND FACTS Created Date: 6/12/2024 1:10:52 PM CIBC Global Growth Balanced Fund Series O FUND FACTS Author: CIBC Asset Management Inc. 0% Total number of investments: 17 INVESTMENT MIX (as at April 30, 2024) Canadian Bond Mutual Funds 25. Index Fund 8. 7 CIBC U. Toronto, Ontario M5J 0E7 . Ask your representative for a copy, contact Canadian Imperial Bank of Commerce (CIBC) at 1-800-465-3863, or visit It is projection/opinion and not a statement of fact. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. 0% Cash 0. 6% Total percentage of top 10 investments: 82. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. 0 Renaissance Canadian Growth Fund, Class 'O' 5. 0% Total number of investments: 5 INVESTMENT MIX (as at April 30, 2024) Canadian Bond Mutual Funds 63. 5% May 25, 2016 · Updated NAV Pricing for CIBC Balanced Growth ETF Portfolio Class F (CADFUNDS: CIB372. One way to gauge risk is to look at how much a fund's returns change Fund Facts CIBC Balanced Index Fund - Premium Class continued 2. 05 CIBC Floating Rate Income Fund 5. 3% Canadian Equity Mutual Funds 21. 2 CIBC Canadian Equity Fund, Class 'O' 5. Keywords: Investment objective, fund performance, portfolio analysis, fund information, CIBC Asset Management Created Date It is projection/opinion and not a statement of fact. 0 Total Net Asset Value $ 2,743,134,279 Canadian Imperial Bank of Commerce (CIBC) is the manager, CIBC Trust Corporation Fund Facts CIBC Balanced ETF Portfolio - Class F continued More about the trailing commission No trailing commission is paid in respect of Class F units. 5 CIBC Emerging Markets Fund, Class 'O' 3. 8% CIBC European Equity Fund, Class 'O' 4. 3% International Equity Mutual Funds 20. CIBC Asset Management Inc. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the CIBC U. It is paid for as long as you own the fund. CIBC Square . Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes. Small Companies Fund, Class 'O' 3. FundFacts CIBC Balanced Index Fund - Class A continued For more information about the risk rating, refer to Investment Risk Classification Methodology under Specific Information about Each of the Mutual Funds Described in this Document in the fund's simplified prospectus. S. Equity Fund, Class 'O' 7. It is projection/opinion and not a statement of fact. 02 CIBC European Equity Fund 4. CIBC Funds and CIBC Family of Portfolios. 9% International Equity Mutual Funds 31. 49% of its value. 0 CIBC U. PIMCO Canada, established in 2004, is an integral part of the of the firm's global presence and strategy. Within the asset classes, the Portfolio will invest primarily in Mutual Funds including savings, income and growth funds. CIBC Balanced Fund Author: CIBC Subject: The fund profile is a single page document that provides detailed information about the fund. 90 for every $1,000 invested. Equity Mutual Funds 35. FUND EXPENSES You don’t pay these expenses directly. These dealer s and other The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes. price $ Change $ YTD 1 mth 3 mths 6 mths 1 yr 3 yrs 5 yrs 10 yrs. or CIBC InvtcTfee gtyour rrvs firm. The range of returns and change from year to year can help you assess how risky the fund has been in the past. 7% CIBC Canadian Equity Fund, Class 'O' 4. 72 Top holdings (%) Cash Mar 31, 2025 · CIBC Balanced Fund Class A Median Other - Canadian Neutral Balanced 3 Yr Annualized . CIBC Global Monthly Income Fund Class A FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Global Monthly Income Fund Class A R_79_170_3711 Keywords: Canadian Imperial Bank of Commerce CIBC Global Monthly Income Fund Class A FUND FACTS Created Date: 6/12/2024 1:09:22 PM Terms and conditions Important information about CIBC Securities Inc. and mutual funds show or hide CIBC Global Growth Balanced Fund Series F FUND FACTS Author: CIBC Asset Management Inc. 7% Ares Strategic Income Fund, Class 'I' 3. 5 CIBC U. CIBC SI, CIBC ISI, and CIBC WM are wholly-owned subsidiaries of CIBC. 0% International Equity Mutual Funds 24. As at December 31, 2023, the expenses for Premium Class units of the fund were 0. 1 CIBC Canadian Bond Index Fund, Class 'O' 5. Annual rate (as a % of the fund's Fund Facts CIBC Smart Balanced Solution - Series A continued More about the trailing commission The trailing commission is an ongoing commission. Subject: Axiom Balanced Growth Portfolio Class F R_79_191_3221 Keywords: CIBC Asset Management Inc. CIBC Balanced Growth ETF Portfolio Investment objective: The Portfolio seeks to achieve a combination of long-term capital growth and some income by investing primarily in a diverse mix of fixed income and equity exchange-traded funds that employ passive investment strategies. 71 +0. 5 CIBC Emerging CIBC Balanced Index Fund Author: CIBC Subject: The fund profile is a single page document that provides detailed information about the fund. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the CIBC Balanced Index Fund - Premium Class This document contains key information you should know about Premium Class units of CIBC Balanced Index Fund. 57 CIBC High-Yield Bond Fund 5. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the Canadian Bond Mutual Funds 29. The fund invests primarily in a diversified portfolio of debt and equity instruments located throughout the world. and mutual funds CIBC Smart Investment Solutions are distributed by CIBC Securities Inc. 8% CIBC Canadian Bond Fund, Class 'O' 6. 2% Fund Facts CIBC Smart Balanced Solution - Series T5 continued More about the trailing commission The trailing commission is an ongoing commission. Since . Index Fund 11. For more information about specific risks that can affect the To provide both long-term growth through capital appreciation and income by investing primarily in a combination of debt instruments, equity securities, and options, futures, and forward contracts based on Canadian, U. You can find more details in the fund’s simplified prospectus. 98 CIBC Corporate Bond Fund 7. Ask your representative for a copy, contact Canadian Imperial Bank of Commerce (CIBC) at 1-800-465-3863, or visit CIBC Short-Term Income Fund, Class 'O' 4. 25 CIBC U. Annual rate A CIBC Personal Portfolio Services account includes units of various mutual funds offered by CIBC Asset Management and/or its affiliates. 0% International Equity Mutual Funds 18. Equity Index ETF 4. 63 CIBC International Equity Fund 9. CIBC is the Manager of the Funds. They affect you because they reduce the fund’s returns. 7% CIBC Active Investment Grade Corporate Bond ETF 6. Small Companies Fund, Class 'O' 2. 8 Renaissance Floating Rate Income Fund, Class 'OH' 3. Class F units dropped in value in 1 of the 3 years. 4% If yto buy units of another fund, yay pastch fee of up tvyou st rough a rrve's firm other than CIBC Securities Inc. 7% CIBC Canadian Index Fund, Class 'O' 8. 5% Total number of investments: 16 INVESTMENT MIX (as at April 30, 2024) U. Learn more about the various features that differentiate ETFs and mutual funds. 1% International Equity Mutual Funds 7. CIBC Money Market Fund. One way to gauge risk is to look at how much a fund's returns change over CIBC U. Fund Facts CIBC Smart Balanced Growth Solution - Series F continued YEAR-BY-YEAR RETURNS This chart shows how Series F units of the fund performed in each of the past 4 calendar years. 4 CIBC Asia Pacific Fund, Class 'O' 2. 59 Top holdings (%) CIBC Sustainable Balanced Solution Series F FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Sustainable Balanced Solution Series F R_79_170_1025 Keywords: Canadian Imperial Bank of Commerce CIBC Sustainable Balanced Solution Series F FUND FACTS Created Date: 6/12/2024 1:10:37 PM Money Minute: ETFs vs. Equity Mutual Funds 14. Mutual Funds (1:34) Transcript for Money Minute: ETFs versus Mutual Funds. Fund Facts CIBC Smart Balanced Income Solution - Series A continued More about the trailing commission The trailing commission is an ongoing commission. One way to gauge risk is to look at how much a fund's returns change CIBC Balanced Growth ETF Portfolio Class O FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Balanced Growth ETF Portfolio Class O R_79_170_2153 Keywords: Canadian Imperial Bank of Commerce CIBC Balanced Growth ETF Portfolio Class O FUND FACTS Created Date: 6/12/2024 1:11:42 PM CIBC Canadian Index Fund, Class 'O' 7. 2% CIBC Investment Objective: CIBC Mana ged Balanced Por tfolio (the Por tfolio) seeks to crea te a diver sified por tfolio by alloca ting its investments across a balanced blend of asset c lasses. Dec 10, 2024 · Responsibility for Mutual Fund Administration . 4% CIBC U. 06 CIBC Canadian Equity Value Fund 8. com CIBC European Equity Fund, Class 'O' 4. Renaissance Canadian Balanced Fund - Class A This document contains key information you should know about Class A units of Renaissance Canadian Balanced Fund. One way to gauge risk is to look at how much a fund's returns change over Discover modern all-in-one investment solutions designed for your individual investment goals and life stage. You can find more details in the fund’s simplified prospectus. 4% Name Asset Sector Geographic Percent; iShares MSCI EAFE ETF (EFA) International Equity: Exchange Traded Fund: Multi-National: 6. 0 Renaissance High-Yield Bond Fund, Class 'O' 2. 8% CIBC Active Investment Grade Floating Rate Bond ETF 3. For more information Contact CIBC or your representative for a copy of the fund’s simplified prospectus and other disclosure documents. Within the asset classes, the Portfolio will invest primarily in Mutual Funds including savings, income, and growth funds. 4% CIBC Canadian Bond Index Fund, Class 'O' 16. 79 CIBC International Index Fund 7. CIBC Asia Pacific Fund, Class 'O' 4. May 25, 2016 · Updated NAV Pricing for CIBC Balanced Index Fund Class A (CADFUNDS: CIB901. 6% Renaissance Canadian Growth Fund, Class 'O' 5. Your portfolio is carefully crafted based on strategic asset allocation, and optimally blends both active and passive investments. 2 CIBC U. 68 CIBC Canadian Index Fund 7. It provides tactical asset allocation within a single fund. 09 CIBC Canadian Bond Fund 14. RBC Balanced Fund - Series A June 27, 2024 This document contains key information you should know about RBC Balanced Fund (Series A). Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the of the CIBC Mutual Funds and CIBC Family of Portfolios. CIBC Smart Investment Solutions are offered by CIBC. 05 ( +0. CIBC may pay trailing commissions to these dealer s and fir ms, in connection with the sale of units of the Fund. CIBC Funds and CIBC Family of Portfolios 6 days ago · In depth view into CIB234 (CIBC Smart Balanced Solution S) including performance, dividend history, holdings and portfolio stats. 8 CIBC CIBC European Equity Fund, Class 'O' 4. and mutual funds. Class A units dropped in value in 3 of the 10 years. 6% U. Canadian Bond Mutual Funds 25. Fund Facts CIBC Smart Balanced Income Solution - Series S continued YEAR-BY-YEAR RETURNS This chart shows how Series S units of the fund performed in each of the past 4 calendar years. 46% CIBC Personal Portfolio Services from CIBC Trust Corporation - a provider of discretionary investment management services. Within the asset c lasses, the Por tfolio will invest primarily in Mutual Funds inc luding savings, income, and g rowth funds (Under lying Funds). 53 CIBC Canadian Bond Fund 7. CIBC Smart Balanced Growth Solution Series S FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Smart Balanced Growth Solution Series S R_79_170_1781 Keywords: Canadian Imperial Bank of Commerce CIBC Smart Balanced Growth Solution Series S FUND FACTS Created Date: 6/12/2024 1:10:53 PM Important information about CIBC Securities Inc. Ask your representative for a copy, contact CIBC Asset Management Inc. 6 CIBC Global Bond Fund, Class 'O' 3. CIBC Sustainable Balanced Solution Series F FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Sustainable Balanced Solution Series F R_79_170_1025 Keywords: Canadian Imperial Bank of Commerce CIBC Sustainable Balanced Solution Series F FUND FACTS Created Date: 6/12/2024 1:10:37 PM CIBC Sustainable Balanced Growth Solution Series S FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Sustainable Balanced Growth Solution Series S R_79_170_1025 Keywords: Canadian Imperial Bank of Commerce CIBC Sustainable Balanced Growth Solution Series S FUND FACTS Created Date: 6/12/2024 1:10:40 PM Facts make up the fund’g documents. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the Updated NAV Pricing for CIBC Balanced Fund Class A (CADFUNDS: CIB477. 5% Other Assets, less Liabilities -6. This equals $4. 0% Total percentage of top 10 investments: 100. CIBC CIBC Square info@cibcassetmanagement. OTHER FEES You may have to pay other fees when you buy, hold, sell, switch, or convert units of the fund. CIBC Sustainable Balanced Growth Solution Series F FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Sustainable Balanced Growth Solution Series F R_79_170_1025 Keywords: Canadian Imperial Bank of Commerce CIBC Sustainable Balanced Growth Solution Series F FUND FACTS Created Date: 6/12/2024 1:10:39 PM Canadian Equity Mutual Funds 38. CIBC Asia Pacific Fund, Class 'O' 5. CIBC Balanced ETF Portfolio Investment objective: The Portfolio seeks to achieve a balance of income and long-term capital growth by investing primarily in a diverse mix of fixed income and equity exchange-traded funds that employ passive investment strategies. Equity Fund 14. 4% Canadian Equity Mutual Funds 16. 8% International Bond Mutual Funds 8. 5% International Bond Mutual Funds 13. 7% CIBC Canadian Equity Index ETF 5. This document contains key information you should know about Class A units of CIBC Balanced Fund. 3% CIBC International Equity Fund, Class 'O' 3. 78 CIBC Emerging Markets Fund 4. 1% How risky is it? The value of the fund can go down as well as up. 30 for every $1,000 invested. 9% CIBC Short-Term Income Fund, Class 'O' 3. One way to gauge risk is to look at how much a fund's returns change CIBC Sustainable Global Equity Fund, Series 'O' 30. As at December 31, 2023, the expenses for Class A units of the fund were 1. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the CIBC Sustainable Balanced Solution Series O FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Sustainable Balanced Solution Series O R_79_170_1025 Keywords: Canadian Imperial Bank of Commerce CIBC Sustainable Balanced Solution Series O FUND FACTS Created Date: 6/12/2024 1:10:38 PM ISI), the CIBC Imperial Investor Ser vice division of CIBC ISI, and the CIBC Wood Gundy division of CIBC Wor ld Mar kets Inc. CF). 4% International Bond Mutual Funds 24. CIBC’s head office is located at CIBC Square, 81 Bay Street, 20th Floor Fund Facts CIBC Smart Balanced Solution - Series FT5 continued YEAR-BY-YEAR RETURNS This chart shows how Series FT5 units of the fund performed in each of the past 4 calendar years. 5% CIBC Canadian Bond Fund, Class 'O' 2. 29 CIBC Canadian Growth Fund 8. or CIBC InvtcThis CIBC MUTUAL FUNDS AND CIBC FAMILY OF PORTFOLIOS SIMPLIFIED PROSPECTUS June 18, 2024 Offering Class A and Class F units (unless otherwise noted) CIBC Mutual Funds Savings Funds CIBC Canadian T-Bill Fund. Keywords: Investment objective, fund performance, portfolio analysis, fund information, CIBC Asset Management Created Date Fund Facts CIBC Smart Balanced Growth Solution - Series ST5 continued YEAR-BY-YEAR RETURNS This chart shows how Series ST5 units of the fund performed in each of the past 4 calendar years. 4% It is projection/opinion and not a statement of fact. Index Fund. Index Fund, Class 'O' 5. CIBC Sustainable Global Equity Fund, Series 'O' 30. 6% CIBC U. info mutual funds in general are referred to as a fund or funds. 1% CIBC International Index Fund, Class 'O' 4. CIBC 18 Yrt 1-800-465-3863 Torto 8. 4% CIBC International Equity Fund, Class 'O' 11. 1% Cash & Cash Equivalents 10. This document contains key information you should know about Class F units of CIBC Balanced Fund. 6% Cash 0. 23% of its value. 4% Canadian Bond Mutual Funds 18. 1. 7% Canadian Equity Mutual Funds 16. For more information, see the securities law of your province or territory or ask a lawyer. CIBC Asset Management, the asset management division of CIBC, is responsible for mutual funds and portfolio solutions including CIBC Personal Portfolio Services. CIBC U. August 28, 2024. A word about tax In general, you will have to pay income tax on any money you It is projection/opinion and not a statement of fact. Conver fee: If you converto another class of units of the same fund, yay paconversion fee of up to 2% of the valueyou converrough a rrve's firm other than CIBC Securities Inc. Fund Facts CIBC Smart Balanced Solution - Series F continued YEAR-BY-YEAR RETURNS This chart shows how Series F units of the fund performed in each of the past 4 calendar years. 6 CIBC Canadian Bond Fund, Class 'O' 5. Charting, Tear Sheets, Fund Holdings & more. This includes providing for, or arranging to provide for, the Funds’ day-to-day administration. 24 CIBC Active Investment Grade Corporate Bond ETF 4. 93%: Royal Bank of Canada: Canadian Equity Fund Facts CIBC Managed Monthly Income Balanced Portfolio - Class T6 continued More about the trailing commission The trailing commission is an ongoing commission. 3 Cash 0. Standard Deviation 9. 4% Canadian Equity Mutual Funds 38. Subject: CIBC Global Growth Balanced Fund Series O R_79_191_543 Keywords: CIBC Asset Management Inc. 1% Cash 0. Manager . This Simplified Prospectus contains selected important information to help you make an informed investment decision and to help you understand your rights as an investor. 3% Total number of investments: 18 INVESTMENT MIX (as at April 30, 2024) U. 6% Other Assets, less Liabilities -0. Keywords: Investment objective, fund performance, portfolio analysis, fund information, CIBC Asset Management Created Date Discover modern all-in-one investment solutions designed for your individual investment goals and life stage. 40 CIBC Canadian Growth Fund 5. The Portfolio will attempt to provide a high level of regular monthly income and long-term capital growth. 9 CIBC Canadian Index Fund, Class 'O' 3. Fund Facts CIBC Global Growth Balanced Fund - Series S continued Who is this fund for? Investors who: • seek global equity and fixed income exposure; • are looking for capital appreciation potential and income; and • are investing for the medium to long term. CIBC Personal Portfolio Services is for investors with combined household investable assets of $100,000 or more. Current . Important information about CIBC Securities Inc. inception. Index Fund - Premium Class This document contains key information you should know about Premium Class units of CIBC U. 0% Renaissance Canadian Growth Fund, Class May 25, 2016 · Updated NAV Pricing for CIBC Balanced Index Fund Class A (CADFUNDS: CIB901. The Fund Facts highlights key information about our investment products for investors, including performance, risk, and the costs of buying and owning a fund. 4% A CIBC Personal Portfolio Services account includes units of various mutual funds offered by CIBC Asset Management and/or its affiliates. 5% Total percentage of top 10 investments: 92. The Portfolio will focus on a balance of income and long-term capital growth. CIBC Smart Investment Solutions are distributed by CIBC Securities Inc. CIBC Smart Balanced Growth Solution Series A FUND FACTS Author: Canadian Imperial Bank of Commerce Subject: CIBC Smart Balanced Growth Solution Series A R_79_170_1781 Keywords: Canadian Imperial Bank of Commerce CIBC Smart Balanced Growth Solution Series A FUND FACTS Created Date: 6/12/2024 1:10:51 PM Important information about CIBC Securities Inc. 0% International Bond Mutual Funds 8. CIBC Funds and CIBC Family of Portfolios Fund Facts CIBC Balanced Index Fund - Class A continued 2. , and international stock market indices. Dollar Managed Income Portfolio5 - Class A Units Updated NAV Pricing for CIBC Balanced Fund Class A (CADFUNDS: CIB477. Equity Fund, Class 'O' 6. 4% CIBC International Index Fund, Class 'O' 8. 3% Within the asset classes, the Portfolio will invest primarily in Mutual Funds, including savings, income and growth funds. 5 Total 100. These documents and the Fund Facts make up the fund’s legal documents. CIBC Sustainable Investment Strategies are distributed by CIBC Securities Inc. Equity Fund 7. 4% The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes. lxjhd qwr qvyakv vddtc iuoghf siu etboo lqeao rnlwp ehaf

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