Cibc balanced fund facts 3 Cash 0. 72 Top holdings (%) Cash Mar 31, 2025 · CIBC Balanced Fund Class A Median Other - Canadian Neutral Balanced 3 Yr Annualized . 1% How risky is it? The value of the fund can go down as well as up. 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. As at December 31, 2023, the expenses for Premium Class units of the fund were 0. 3% Canadian Equity Mutual Funds 21. Fund Facts CIBC Balanced Index Fund - Premium Class continued 2. price $ Previous . 7% Canadian Equity Mutual Funds 15. Index Market Return GICs due December 12, 2024 3. As Manager, we are responsible for the Funds’ overall business and operation. 0% Canadian Bond Mutual Funds 15. Keywords: Investment objective, fund performance, portfolio analysis, fund information, CIBC Asset Management Created Date It is projection/opinion and not a statement of fact. CIBC Personal Portfolio Services is for investors with combined household investable assets of $100,000 or more. or your representative for a copy of the fund’s simplified prospectus and other disclosure documents. 5% International Bond Mutual Funds 13. CIBC Trust Corporation and CIBC Securities Inc. It is projection/opinion and not a statement of fact. or CIBC InvtcTfee gtyour rrvs firm. 1% Total percentage of top 10 investments: 85. 71 +0. 24 CIBC Active Investment Grade Corporate Bond ETF 4. For more information Contact CIBC Asset Management Inc. 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. 4% It is projection/opinion and not a statement of fact. 7% Ares Strategic Income Fund, Class 'I' 3. 9% International Equity Mutual Funds 31. 06 CIBC Canadian Equity Value Fund 8. 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. , and international stock market indices. CIBC is the Manager of the Funds. 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. CIBC may pay trailing commissions to these dealer s and fir ms, in connection with the sale of units of the Fund. August 28, 2024. 96 CIBC U. 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. 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. Equity Fund, Class 'O' 6. 2% Canadian Equity Mutual Funds 22. 63 CIBC International Equity Fund 9. Equity Fund, Class 'O' 8. Mutual Funds (1:34) Transcript for Money Minute: ETFs versus Mutual Funds. CIBC Funds and CIBC Family of Portfolios Fund Facts CIBC Balanced Index Fund - Class A continued 2. 5% CIBC U. 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. and mutual funds CIBC Smart Investment Solutions are distributed by CIBC Securities Inc. 05 ( +0. CIBC Asset Management Inc. You can find more details in the fund’s simplified prospectus. 05 CIBC Floating Rate Income Fund 5. 2. 6% CIBC U. RBC Balanced Fund - Series A June 27, 2024 This document contains key information you should know about RBC Balanced Fund (Series A). Income Funds . 4% International Bond Mutual Funds 24. Subject: CIBC Global Growth Balanced Fund Series O R_79_191_543 Keywords: CIBC Asset Management Inc. 7% CIBC Canadian Equity Index ETF 5. Index Fund - Premium Class This document contains key information you should know about Premium Class units of CIBC U. 6% Renaissance Canadian Growth Fund, Class 'O' 5. Equity Mutual Funds 30. 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. 9% CIBC Short-Term Income Fund, Class 'O' 3. 79 CIBC International Index Fund 7. 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. com CIBC European Equity Fund, Class 'O' 4. 40 CIBC Canadian Growth Fund 5. 4% The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes. 8% CIBC Active Investment Grade Floating Rate Bond ETF 3. 3% Within the asset classes, the Portfolio will invest primarily in Mutual Funds, including savings, income and growth funds. CIBC Smart Investment Solutions are distributed by CIBC Securities Inc. Annual rate A CIBC Personal Portfolio Services account includes units of various mutual funds offered by CIBC Asset Management and/or its affiliates. 29 CIBC Canadian Growth Fund 8. 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. May 25, 2016 · Updated NAV Pricing for CIBC Balanced Index Fund Class A (CADFUNDS: CIB901. 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. CIBC International Equity Fund, Class 'O' 7. The Portfolio will attempt to provide a high level of regular monthly income and long-term capital growth. 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. 4% CIBC International Equity Fund, Class 'O' 11. 4% CIBC Canadian Bond Index Fund, Class 'O' 16. 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. Equity Index ETF 4. CIBC Money Market Fund. 36% ) CAD | May 16 2025 of the CIBC Mutual Funds and CIBC Family of Portfolios. Equity Mutual Funds 25. For more information Contact CIBC or your representative for a copy of the fund’s simplified prospectus and other disclosure documents. 1% CIBC International Index Fund, Class 'O' 4. Equity Fund, Class 'O' 7. Class F units dropped in value in 1 of the 3 years. CIBC Asset Management, the asset management division of CIBC, is responsible for mutual funds and portfolio solutions including CIBC Personal Portfolio Services. 2% CIBC Canadian Equity Fund, Class 'O' 5. 7% CIBC Canadian Equity Fund, Class 'O' 4. CIBC 18 Yrt 1-800-465-3863 Torto 8. 68 CIBC Canadian Index Fund 7. This document contains key information you should know about Class F units of CIBC Balanced Fund. 8% International Bond Mutual Funds 8. date. 09 CIBC Canadian Bond Fund 14. 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. 7% CIBC Canadian Index Fund, Class 'O' 6. 1. 2 CIBC Canadian Equity Fund, Class 'O' 5. 0% International Bond Mutual Funds 8. 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. 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. 4% A CIBC Personal Portfolio Services account includes units of various mutual funds offered by CIBC Asset Management and/or its affiliates. 1 CIBC Canadian Bond Index Fund, Class 'O' 5. Renaissance Canadian Balanced Fund - Class A This document contains key information you should know about Class A units of Renaissance Canadian Balanced Fund. 6% Total number of investments: 17 INVESTMENT MIX (as at April 30, 2024) U. 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. For more information, see the securities law of your province or territory or ask a lawyer. 2 It is projection/opinion and not a statement of fact. 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. Subject: CIBC Global Growth Balanced Fund Series F R_79_191_543 Keywords: CIBC Asset Management Inc. 7 CIBC U. Ask your representative for a copy, contact CIBC Asset Management Inc. Fund Facts CIBC Smart Balanced Income Solution - Series A continued More about the trailing commission The trailing commission is an ongoing commission. 25 CIBC U. Small Companies Fund, Class 'O' 3. S. 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. 02 CIBC European Equity Fund 4. CIBC Asia Pacific Fund, Class 'O' 5. CIBC Smart Investment Solutions are offered by CIBC. 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. 46% CIBC Personal Portfolio Services from CIBC Trust Corporation - a provider of discretionary investment management services. 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. 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. 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. 81 Bay Street, 20th Floor . 20 CIBC International Equity Fund 7. 5 Total 100. inception. The fund invests in a balanced portfolio of common and preferred shares, bonds and short-term money market instruments. , each wholly-owned subsidiaries of Canadian Imperial Bank of Commerce (CIBC). 8% Axiom Balanced Growth Portfolio Class F FUND FACTS Author: CIBC Asset Management Inc. 30 for every $1,000 invested. Within the asset classes, the Portfolio will invest primarily in Mutual Funds including savings, income and growth funds. Your portfolio is carefully crafted based on strategic asset allocation, and optimally blends both active and passive investments. 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. 0% Cash 0. FUND EXPENSES You don’t pay these expenses directly. 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. Learn more about the various features that differentiate ETFs and mutual funds. 4% How risky is it? The value of the fund can go down as well as up. It provides tactical asset allocation within a single fund. 5% Total percentage of top 10 investments: 92. CIBC European Equity Fund, Class 'O' 4. You can find more details in the fund’s simplified prospectus. 7% Canadian Equity Mutual Funds 16. 9 CIBC Canadian Index Fund, Class 'O' 3. If you have any questions about our products or services, please call a CIBC Mutual Fund representative at 1-800-465-3863. Small Companies Fund, Class 'O' 2. 5% Other Assets, less Liabilities -6. CIBC SI, CIBC ISI, and CIBC WM are wholly-owned subsidiaries of CIBC. 8% U. 6% Cash 0. info mutual funds in general are referred to as a fund or funds. CIBC Canadian Bond Fund. CF). 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. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. 5 CIBC U. 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. 0% Total number of investments: 5 INVESTMENT MIX (as at April 30, 2024) Canadian Bond Mutual Funds 63. 5 CIBC Global Bond 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. One way to gauge risk is to look at how much a fund's returns change over CIBC U. 8% CIBC Canadian Bond Fund, Class 'O' 6. 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. Inception . It is paid for as long as you own the fund. Equity Mutual Funds 24. Canadian Bond Mutual Funds 25. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. 6% Total percentage of top 10 investments: 82. 1% International Equity Mutual Funds 7. 7% CIBC Active Investment Grade Corporate Bond ETF 6. This equals $12. Class A units dropped in value in 3 of the 10 years. 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. 8 Renaissance Floating Rate Income Fund, Class 'OH' 3. 3% Total number of investments: 18 INVESTMENT MIX (as at April 30, 2024) U. 8% CIBC European Equity Fund, Class 'O' 4. 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. 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. 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. CIBC Sustainable Investment Strategies are distributed by CIBC Securities Inc. CIBC U. 2% Cash 0. 0% Total number of investments: 17 INVESTMENT MIX (as at April 30, 2024) Canadian Bond Mutual Funds 25. CIBC Square . Index Fund, Class 'O' 5. Standard Deviation 9. 5 CIBC Emerging Markets Fund, Class 'O' 3. As at December 31, 2023, the expenses for Class A units of the fund were 1. 53 CIBC Canadian Bond Fund 7. 5% Total number of investments: 16 INVESTMENT MIX (as at April 30, 2024) U. The Fund Facts highlights key information about our investment products for investors, including performance, risk, and the costs of buying and owning a fund. 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. 5% May 25, 2016 · Updated NAV Pricing for CIBC Balanced Growth ETF Portfolio Class F (CADFUNDS: CIB372. 7% Total percentage of top 10 investments: 83. 2% International Equity Mutual Funds 30. 8 CIBC CIBC European Equity Fund, Class 'O' 4. 1% CIBC U. 92% 9. 40 CIBC Canadian Equity Fund 5. 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. (CIBC WM). Equity Mutual Funds 14. FundFacts Canadian Imperial Bank of Commerce June 18, 2024 CIBC U. 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. Equity Mutual Funds 35. 0 Renaissance High-Yield Bond Fund, Class 'O' 2. Equity Fund 7. 0 CIBC International Index Fund, Class 'O' 3. 4 CIBC Asia Pacific Fund, Class 'O' 2. 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. Index Fund 8. 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. 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. 6% Other Assets, less Liabilities -0. 5% CIBC Canadian Bond Fund, Class 'O' 2. One way to gauge risk is to look at how much a fund's returns change Canadian Bond Mutual Funds 25. 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. This includes providing for, or arranging to provide for, the Funds’ day-to-day administration. 2 CIBC U. OTHER FEES You may have to pay other fees when you buy, hold, sell, switch, or convert units of the fund. You could lose money. 7 CIBC International Index Fund, Class 'O' 7. Equity Fund, Class 'O' 5. 0 Renaissance Canadian Growth Fund, Class 'O' 5. 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. 2% CIBC Sustainable Canadian Equity Fund, Series 'O' 12. Learn about CIBC Global Monthly Income Fund. 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. The information and insights included are both quantitative and qualitative. Dollar Money Market Fund. Important information about CIBC Securities Inc. CIBC CIBC Square info@cibcassetmanagement. 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. and mutual funds show or hide CIBC Global Growth Balanced Fund Series F FUND FACTS Author: CIBC Asset Management Inc. 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. May 25, 2016 · Updated NAV Pricing for CIBC Smart Balanced Income Solution Series A (CADFUNDS: CIB220. 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. This equals $4. Since . Index Fund. Toronto, Ontario M5J 0E7 . 90 for every $1,000 invested. 3. They affect you because they reduce the fund’s returns. CIBC Funds and CIBC Family of Portfolios. 98 CIBC Corporate Bond Fund 7. 9% Canadian Bond Mutual Funds 31. Dec 10, 2024 · Responsibility for Mutual Fund Administration . 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. 4% CIBC U. 0% Renaissance Canadian Growth Fund, Class May 25, 2016 · Updated NAV Pricing for CIBC Balanced Index Fund Class A (CADFUNDS: CIB901. 4% Canadian Bond Mutual Funds 18. Charting, Tear Sheets, Fund Holdings & more. Within the asset classes, the Portfolio will invest primarily in Mutual Funds including savings, income, and growth funds. Equity Fund 14. price $ Change $ YTD 1 mth 3 mths 6 mths 1 yr 3 yrs 5 yrs 10 yrs. 1% Cash & Cash Equivalents 10. 6 CIBC Canadian Bond Fund, Class 'O' 5. 3% International Equity Mutual Funds 20. Dollar Managed Income Portfolio5 - Class A Units Updated NAV Pricing for CIBC Balanced Fund Class A (CADFUNDS: CIB477. CIBC Sustainable Global Equity Fund, Series 'O' 30. 6% U. 7% CIBC Canadian Index Fund, Class 'O' 8. 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. The Portfolio will focus on a balance of income and long-term capital growth. 0% International Equity Mutual Funds 18. 9 of the CIBC Mutual Funds and CIBC Family of Portfolios. The range of returns and change from year to year can help you assess how risky the fund has been in the past. 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. 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. and mutual funds. 49% of its value. The Portfolio will focus on a balance of income, and long-term capital growth. 0% International Equity Mutual Funds 24. 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. 3% CIBC International Equity Fund, Class 'O' 3. Index Fund 11. 2% Fund Facts CIBC Smart Balanced Solution - Series T5 continued More about the trailing commission The trailing commission is an ongoing commission. Manager . 0% Total percentage of top 10 investments: 100. CIBC Global Growth Balanced Fund Series F FUND FACTS Author: CIBC Asset Management Inc. and CIBC Investor Services Inc. 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). The fund invests primarily in a diversified portfolio of debt and equity instruments located throughout the world. CIBC Smart Balanced Solution S (CIB234) 12. Fund. 57 CIBC High-Yield Bond Fund 5. 4% Name Asset Sector Geographic Percent; iShares MSCI EAFE ETF (EFA) International Equity: Exchange Traded Fund: Multi-National: 6. Please read the Prospectus or Fund Facts before investing. One way to gauge risk is to look at how much a fund's returns change CIBC Sustainable Global Equity Fund, Series 'O' 30. 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. 1% CIBC Emerging Markets Fund, Class 'O' 6. 4% Canadian Equity Mutual Funds 38. 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. CIBC Asia Pacific Fund, Class 'O' 4. 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. CIBC Balanced Fund Author: CIBC Subject: The fund profile is a single page document that provides detailed information about the fund. 1% Cash 0. 1 CIBC U. 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. 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. 0 CIBC U. Renaissance Investments family of funds CIBC Canadian Bond Fund, Class 'O' 19. PIMCO Canada, established in 2004, is an integral part of the of the firm's global presence and strategy. 6 CIBC Global Bond Fund, Class 'O' 3. This document contains key information you should know about Class A units of CIBC Balanced Fund. 5% International Bond Mutual Funds 21. Subject: Axiom Balanced Growth Portfolio Class F R_79_191_3221 Keywords: CIBC Asset Management Inc. 23% of its value. Ask your Canadian Bond Mutual Funds 29. 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. 4% Canadian Equity Mutual Funds 16. 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. These documents and the Fund Facts make up the fund’s legal documents. 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. are subsidiaries of CIBC. 4% CIBC International Index Fund, Class 'O' 8. 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. Opens in a new window. CIBC Short-Term Income Fund. You can find more details in the fund's simplified prospectus. Current . 9 CIBC Canadian Equity Fund, Class 'O' 2. 78 CIBC Emerging Markets Fund 4. itbb etih cuvys ihy waclcam nqm and vuua kvvcp uzza