CIBC Managed Growth Plus Portfolio Class A

NAVPS

NAVPS:

$19.48

Change

-$0.13 (-0.67%)

As at 12-06-2022
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CIBC Managed Growth Plus Portfolio Class A

Compare to:

Inception Return
(02-01-2002)

4.26%

YTD Return

-13.80%

NAVPS
(12-06-2022)

$19.48
-$0.13 (-0.67%)

MER

2.48%

Assets ($mil)

$357

1 Yr Return

-11.87%

Registered Plan Eligible

Yes

Load

No Load

CIFSC Category

Global Equity

Share Class

Commission Based Advice

Fund Codes

CIB841(NL)

Fund Details

Classification

Mutual Wrap Product

Legal Status

Trust

Sales Status

Open

Currency

CAD

Start Date

February 01, 2002

Distribution Frequency

Annual

Investment Objectives

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.

Investment Strategy

To achieve its investment objectives, the Portfolio Advisor: will establish a long-term strategic asset mix weighting and may review and change the asset mix; may use a strategic asset allocation that will: invest up to 100% of the Portfolio's assets in units of the Underlying Funds; allocate the Portfolio's assets among the Underlying Funds according to the strategic weightings for the Portfolio, which may change at our discretion, but are generally expected to be: income 10% and growth 90%.

Portfolio Manager

CIBC Asset Management Inc.
09-04-2008

Investment Minimums

RSP Eligible

Yes

PAC Allowed

Yes

PAC Initial Investment

500

PAC Subsequent

25

SWP Allowed

Yes

SWP Min Balance

10,000

SWP Min Withdrawal

100

Fees

MER

2.48%

Management Fee

2.15%

FE Max

-

DSC Max

-

LL Max

-

Trailer Fee Max (FEE)

-

Trailer Fee Max (DSC)

-

Trailer Fee Max (NL)

1.00%

Trailer Fee Max (LL)

-

Management and Organization

Fund Manager

Canadian Imperial Bank of Commerce

Advisor

CIBC Asset Management Inc.

Custodian

CIBC Mellon Trust Company

Registrar

Canadian Imperial Bank of Commerce

Distributor

CIBC Securities Inc.

Auditor

Ernst & Young LLP, Chartered Accountants

As at October 31, 2022

Inception Return
(02-01-2002)

4.26%

YTD Return

-13.80%

NAVPS (12-06-2022)

$19.48
$0.13 / -0.67%

Best Month

8.31%

Worst Month

-11.15%

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