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CIBC Sustainable Canadian Equity Fund Series A

Canadian Equity

FundGrade E Click for more information on Fundata’s FundGrade

FundGrade E

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Fundata ESG GradeA Click for more information on Fundata’s ESG Grade

Fundata ESG Grade A

Click for more information on Fundata’s ESG Grade.

NAVPS
(02-11-2025)
$11.93
Change
-$0.03 (-0.27%)

As at January 31, 2025

As at January 31, 2025

As at December 31, 2024

Period
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Legend

CIBC Sustainable Canadian Equity Fund Series A

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Fund Returns

Inception Return (July 05, 2021): 5.19%

Fund Returns
Row Heading Return Annualized Return
1 Mth 3 Mth 6 Mth YTD 1 Yr 2 Yr 3 Yr 4 Yr 5 Yr 6 Yr 7 Yr 8 Yr 9 Yr 10 Yr
Fund 3.09% 5.53% 12.66% 3.09% 20.43% 9.35% 4.46% - - - - - - -
Benchmark 3.48% 6.47% 12.11% 3.48% 25.19% 14.44% 9.97% 13.55% 11.45% 12.03% 10.30% 9.84% 11.29% 8.96%
Category Average 2.79% 5.04% 8.75% 2.79% 20.16% 11.99% 8.17% 12.06% 9.76% 10.28% 8.44% 8.09% 9.20% 7.40%
Category Rank 336 / 750 343 / 750 60 / 734 336 / 750 431 / 724 644 / 702 651 / 669 - - - - - - -
Quartile Ranking 2 2 1 2 3 4 4 - - - - - - -

Monthly Return

Monthly Return
Return % Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan
Fund 0.53% 3.49% -3.29% 1.50% -0.54% 5.23% 2.71% 4.58% -0.61% 6.02% -3.44% 3.09%
Benchmark 1.82% 4.14% -1.82% 2.77% -1.42% 5.87% 1.22% 3.15% 0.85% 6.37% -3.27% 3.48%

Best Monthly Return Since Inception

8.36% (November 2023)

Worst Monthly Return Since Inception

-8.28% (June 2022)

Calendar Return (%)

Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund - - - - - - - -12.11% 7.13% 16.16%
Benchmark -8.32% 21.08% 9.10% -8.89% 22.88% 5.60% 25.09% -5.84% 11.75% 21.65%
Category Average -6.15% 16.46% 6.89% -9.47% 19.21% 3.42% 23.26% -4.82% 9.85% 17.87%
Quartile Ranking - - - - - - - 4 4 4
Category Rank - - - - - - - 609/ 659 635/ 698 565/ 724

Best Calendar Return (Last 10 years)

16.16% (2024)

Worst Calendar Return (Last 10 years)

-12.11% (2022)

Asset Allocation

Asset Allocation
Name Percent
Canadian Equity 95.90
Cash and Equivalents 2.26
Income Trust Units 1.84

Sector Allocation

Sector Allocation
Name Percent
Financial Services 40.56
Basic Materials 14.46
Technology 11.89
Real Estate 8.37
Consumer Services 6.30
Other 18.42

Geographic Allocation

Geographic Allocation
Name Percent
North America 100.00

Top Holdings

Top Holdings
Name Percent
Royal Bank of Canada 9.55
Shopify Inc Cl A 8.75
Bank of Nova Scotia 7.24
Canadian Imperial Bank of Commerce 6.64
Agnico Eagle Mines Ltd 5.78
Sun Life Financial Inc 5.58
WSP Global Inc 4.47
Bank of Montreal 3.39
George Weston Ltd 3.33
Teck Resources Ltd Cl B 3.22

Equity Style

Market capitalization is large. Equity style is growth.

Fixed Income Style

Fixed income style data not available
Period: 

Risk vs Return (3 Yr)

CIBC Sustainable Canadian Equity Fund Series A

Median

Other - Canadian Equity

3 Yr Annualized

Standard Deviation 13.83% - -
Beta 0.96% - -
Alpha -0.05% - -
Rsquared 0.94% - -
Sharpe 0.11% - -
Sortino 0.25% - -
Treynor 0.02% - -
Tax Efficiency - - -
Volatility Volatility rating is 7 on a scale of 1 to 10 - -

Risk Rating

Rating 7 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 10.88% 13.83% - -
Beta 0.99% 0.96% - -
Alpha -0.04% -0.05% - -
Rsquared 0.89% 0.94% - -
Sharpe 1.38% 0.11% - -
Sortino 3.10% 0.25% - -
Treynor 0.15% 0.02% - -
Tax Efficiency 98.47% - - -

Fundata ESG Metrics

Fundata ESG Score

The E, S, and G scores are averaged for each security in the portfolio, to arrive at an ESG score for each security. We take the portfolio weighted average of the ESG scores for each fund and rank them against their peers to arrive at the Fundata ESG Score from 0-100.

Fundata E Score

Three scores under the Environment bucket are averaged to yield the Fundata Environment Score for each fund from 0-100: (1) Pollution Prevention, (2) Environmental Transparency, (3) Resource Efficiency.

Fundata S Score

Six scores under the Social bucket are averaged to yield the Fundata Social Score for each fund from 0-100. (1) Compensation and Satisfaction, (2) Diversity and Rights, (3) Education and Work Conditions, (4) Community and Charity, (5) Human Rights, (6) Sustainability Integration.

Fundata G Score

Three scores under the governance bucket are averaged to yield the Fundata Governance Score for each fund from 0-100: (1) Board Effectiveness, (2) Management Ethics, (3) Disclosure and Accountability.

Powered by OWL Analytics. For more information, please contact Fundata Canada.

Fund Details

Start Date July 05, 2021
Instrument Type Mutual Fund (Responsible Investment)
Share Class Commission Based Advice
Legal Status Trust
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) -

Fund Codes

FundServ Code Load Code Sales Status
CIB334

Investment Objectives

To achieve long-term capital growth by investing in a diversified portfolio comprised primarily of Canadian equity securities and to follow a socially responsible approach to investing.

Investment Strategy

To achieve its investment objectives, the Fund: follows a responsible approach to investing; aims to add value through prudent security selection, based on fundamental, bottom-up analysis by identifying securities that are trading at attractive relative valuations; may invest in securities of foreign issuers to an extent that will vary from time to time but is not generally expected to exceed 10% of the Fund's net asset value at the time that securities of the foreign issuers are purchased.

Portfolio Manager(s)

Name Start Date
CIBC Asset Management Inc. 05-17-2021

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

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 2.03%
Management Fee 1.60%
Load No Load
FE Max -
DSC Max -
Trailer Fee Max (FE) -
Trailer Fee Max (DSC) -
Trailer Fee Max (NL) 1.00%
Trailer Fee Max (LL) -

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