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CIBC Canadian Equity Private Pool Premium Class

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Canadian Equity

FundGrade E Click for more information on Fundata’s FundGrade

FundGrade E

Click for more information on Fundata’s FundGrade.

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

Fundata ESG Grade C

Click for more information on Fundata’s ESG Grade.

NAVPS
(07-21-2025) 		$15.93
Change
$0.00 (-0.02%)

As at June 30, 2025

As at June 30, 2025

As at June 30, 2025

Period
Created with Highcharts 10.3.3Jul 2016Jan 2017Jul 2017Jan 2018Jul 2018Jan 2019Jul 2019Jan 2020Jul 2020Jan 2021Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025Oct 2022Apr 2023Oct 2023Apr 2024Oct 2024Apr 2025Jan 2017Jan 2018Jan 2019Jan 2020Jan 2021Jan 2022Jan 2023Jan 2024Jan 2025$10,000$15,000$20,000$5,000$25,000$8,000$12,000$14,000$16,000Period

Legend

CIBC Canadian Equity Private Pool Premium Class

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Fund Returns

Inception Return (May 31, 2016): 8.83%

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 2.92% 8.12% 10.51% 10.51% 25.48% 18.09% 14.44% 9.38% 13.33% 10.67% 8.80% 8.96% 8.88% -
Benchmark 2.91% 8.53% 10.17% 10.17% 26.37% 19.03% 16.09% 10.74% 15.02% 11.96% 10.77% 10.72% 10.76% 9.61%
Category Average 2.57% 8.38% 9.10% 9.10% 21.89% 15.99% 13.69% 9.48% 13.72% 10.29% 9.01% 8.80% 8.93% 7.96%
Category Rank 189 / 754 470 / 749 174 / 744 174 / 744 175 / 729 207 / 706 347 / 685 363 / 606 384 / 575 291 / 544 345 / 496 283 / 467 285 / 435 -
Quartile Ranking 2 3 1 1 1 2 3 3 3 3 3 3 3 -

Monthly Return

Created with Highcharts 10.3.3-4%-2%0%2%4%6%8%
Monthly Return
Return % Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
Fund 5.26% 1.54% 2.40% 1.09% 6.03% -3.20% 3.21% -0.04% -0.93% 0.08% 4.98% 2.92%
Benchmark 5.87% 1.22% 3.15% 0.85% 6.37% -3.27% 3.48% -0.40% -1.51% -0.10% 5.56% 2.91%

Best Monthly Return Since Inception

12.89% (April 2020)

Worst Monthly Return Since Inception

-18.93% (March 2020)

Calendar Return (%)

Created with Highcharts 10.3.3-20%-10%0%10%20%30%
Calendar Return
Return % 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Fund - - 8.65% -12.74% 21.83% 6.07% 20.48% -5.85% 8.99% 20.03%
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 - - 2 4 2 2 4 3 3 2
Category Rank - - 125/ 454 420/ 480 176/ 526 139/ 552 489/ 587 411/ 655 490/ 692 264/ 719

Best Calendar Return (Last 10 years)

21.83% (2019)

Worst Calendar Return (Last 10 years)

-12.74% (2018)

Asset Allocation

Asset Allocation
Name Percent
Canadian Equity 96.43
Cash and Equivalents 1.80
Income Trust Units 1.54
International Equity 0.22
US Equity 0.01

Sector Allocation

Sector Allocation
Name Percent
Financial Services 34.17
Basic Materials 15.63
Energy 14.22
Technology 9.70
Industrial Services 9.46
Other 16.82

Geographic Allocation

Geographic Allocation
Name Percent
North America 99.14
Latin America 0.63
Asia 0.22
Other 0.01

Top Holdings

Top Holdings
Name Percent
Royal Bank of Canada 7.19
Shopify Inc Cl A 4.69
Agnico Eagle Mines Ltd 4.21
Toronto-Dominion Bank 4.08
Constellation Software Inc 3.63
Enbridge Inc 3.35
Canadian Imperial Bank of Commerce 3.33
Brookfield Corp Cl A 3.01
Cameco Corp 2.41
Bank of Nova Scotia 2.25

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)

Created with Highcharts 10.3.3Risk (Annualized Standard Deviation)ReturnMedian DeviationMedian Return56789101112131415161718190%5%10%15%20%25%30%

CIBC Canadian Equity Private Pool Premium Class

Median

Other - Canadian Equity

3 Yr Annualized

Standard Deviation 11.83% 12.23% -
Beta 0.94% 0.95% -
Alpha -0.01% -0.01% -
Rsquared 0.99% 0.98% -
Sharpe 0.87% 0.88% -
Sortino 1.69% 1.37% -
Treynor 0.11% 0.11% -
Tax Efficiency 94.03% 92.60% -
Volatility Volatility rating is 6 on a scale of 1 to 10 Volatility rating is 7 on a scale of 1 to 10 -

Risk Rating

Rating 6 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 9.50% 11.83% 12.23% -
Beta 0.89% 0.94% 0.95% -
Alpha 0.02% -0.01% -0.01% -
Rsquared 0.99% 0.99% 0.98% -
Sharpe 2.10% 0.87% 0.88% -
Sortino 5.55% 1.69% 1.37% -
Treynor 0.22% 0.11% 0.11% -
Tax Efficiency 97.58% 94.03% 92.60% -

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A45.1​45.141.5​41.50%10%20%30%40%50%60%70%80%90%100%

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

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A47.3​47.345.6​45.60%10%20%30%40%50%60%70%80%90%100%

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

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A44.5​44.538.6​38.60%10%20%30%40%50%60%70%80%90%100%

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

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A39.6​39.638.1​38.10%10%20%30%40%50%60%70%80%90%100%

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.

View the full methodology

Fund Details

Start Date May 31, 2016
Instrument Type Mutual Fund
Share Class Commission Based Advice
Legal Status -
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) $514

Fund Codes

FundServ Code Load Code Sales Status
ATL3715

Investment Objectives

The Pool seeks long-term capital growth by investing in a diversified portfolio consisting primarily of equity securities of companies domiciled in Canada. We will not change the fundamental investment objectives of the Pool without notice to, or the consent of, unitholders by a majority of votes cast at a meeting of unitholders.

Investment Strategy

To achieve its investment objectives, the Pool: in addition to equity securities, primarily common shares, may also buy securities that are convertible into common shares; may employ a combination of investment styles, such as growth and value-oriented strategies, when making investment decisions; may invest in securities of foreign issuers to an extent that will vary from time to time but is not generally expected to exceed 5% of the Pool’s NAV.

Portfolio Management

Portfolio Manager

CIBC Asset Management Inc.
Sub-Advisor

Connor, Clark & Lunn Investment Management Ltd.

Management and Organization

Fund Manager

CIBC Asset Management Inc.
Custodian

CIBC Mellon Trust Company
Registrar

CIBC Asset Management Inc.
Distributor

-

Investment Minimums

RSP Eligible Yes
PAC Allowed Yes
PAC Initial Investment 100,000
PAC Subsequent 50
SWP Allowed Yes
SWP Min Balance 150,000
SWP Min Withdrawal 50

Fees

MER 1.59%
Management Fee 1.50%
Load Back Fee Only
FE Max 5.00%
DSC Max -
Trailer Fee Max (FE) 1.00%
Trailer Fee Max (DSC) -
Trailer Fee Max (NL) -
Trailer Fee Max (LL) -

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