CIBC Managed Growth Plus Portfolio Class A
NAVPS
NAVPS:$21.47
Change
$0.14 (0.63%)
CIBC Managed Growth Plus Portfolio Class A
Compare to:
Inception Return
(02-01-2002)
4.84%
YTD Return
4.60%
NAVPS
(03-27-2024)
$21.47
$0.14
(0.63%)
MER
2.48%
Assets ($mil)
$409
1 Yr Return
12.47%
Registered Plan Eligible
Yes
Load
No Load
CIFSC Category
Global Equity
Share Class
Commission Based Advice
Fund Codes
CIB841(NL)
FUNDGRADE
Classification
Mutual Wrap Product
Legal Status
Trust
Sales Status
Open
Currency
CAD
Start Date
February 01, 2002
Distribution Frequency
Annual
The Portfolio will attempt to create a diversified portfolio by allocating its investments across a balanced blend of asset classes. Within the asset classes, the Portfolio will invest primarily in Mutual Funds including savings, income, and growth funds. The Portfolio will focus on long-term capital growth.
To achieve its investment objectives, the Portfolio: will, under normal market conditions, employ a disciplined long-term strategic asset allocation approach and may review and change the asset mix; will invest up to 100% of the Portfolio’s assets in Underlying Funds, that include mutual funds and exchange-traded funds, allocated to a target asset mix weight that will generally provide exposure to 95% equity securities and 5% fixed income securities.
Inception Return
(02-01-2002)
4.84%
YTD Return
4.60%
FundGrade
NAVPS (03-27-2024)
$21.47
$0.14
/
0.63%
Best Month
8.31%
Worst Month
-11.15%