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Axiom Canadian Growth Portfolio Class A

Canadian Equity Balanced

FundGrade C Click for more information on Fundata’s FundGrade

FundGrade C

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)
$19.53
Change
$0.00 (0.02%)

As at June 30, 2025

As at June 30, 2025

As at June 30, 2025

Period
Created with Highcharts 10.3.3Jan 2006Jan 2007Jan 2008Jan 2009Jan 2010Jan 2011Jan 2012Jan 2013Jan 2014Jan 2015Jan 2016Jan 2017Jan 2018Jan 2019Jan 2020Jan 2021Jan 2022Jan 2023Jan 2024Jan 2025Jul 2022Oct 2022Apr 2023Jul 2023Oct 2023Apr 2024Jul 2024Oct 2024Apr 2025Jan 2006Jan 2008Jan 2010Jan 2012Jan 2014Jan 2016Jan 2018Jan 2020Jan 2022Jan 2024$5,000$10,000$15,000$20,000$25,000$30,000$9,000$11,000$12,000$13,000$14,000Period

Legend

Axiom Canadian Growth Portfolio Class A

Compare Options


Fund Returns

Inception Return (March 15, 2005): 5.07%

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 2.03% 6.06% 7.48% 7.48% 19.05% 13.47% 10.70% 6.48% 9.62% 7.61% 6.59% 6.58% 6.57% 5.95%
Benchmark 2.20% 6.20% 7.93% 7.93% 20.99% 15.39% 13.08% 8.09% 11.08% 9.26% 8.63% 8.55% 8.51% 7.76%
Category Average 1.55% 4.26% 4.66% 4.66% 13.32% 11.07% 10.26% 5.96% 8.87% 6.90% 6.38% 6.13% 6.38% 5.75%
Category Rank 144 / 390 87 / 371 16 / 371 16 / 371 28 / 370 108 / 365 190 / 362 176 / 355 154 / 328 148 / 327 194 / 306 159 / 284 166 / 269 161 / 252
Quartile Ranking 2 1 1 1 1 2 3 2 2 2 3 3 3 3

Monthly Return

Created with Highcharts 10.3.3-4%-2%0%2%4%6%
Monthly Return
Return % Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun
Fund 4.52% 1.18% 2.27% 0.46% 4.67% -2.61% 2.33% 0.06% -1.03% 0.05% 3.90% 2.03%
Benchmark 4.94% 1.05% 2.82% 0.37% 5.15% -2.58% 2.89% -0.02% -1.20% -0.27% 4.19% 2.20%

Best Monthly Return Since Inception

9.80% (April 2020)

Worst Monthly Return Since Inception

-15.61% (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 -5.71% 12.25% 6.38% -9.85% 17.30% 5.10% 15.60% -6.95% 6.66% 15.21%
Benchmark -5.39% 15.95% 7.50% -6.34% 18.83% 6.85% 17.62% -7.12% 10.48% 17.11%
Category Average -2.09% 10.63% 6.12% -6.63% 14.36% 4.77% 15.38% -7.74% 9.70% 12.92%
Quartile Ranking 4 2 3 4 1 3 3 2 4 2
Category Rank 212/ 251 93/ 259 154/ 270 270/ 299 51/ 319 188/ 327 179/ 353 179/ 361 340/ 365 141/ 367

Best Calendar Return (Last 10 years)

17.30% (2019)

Worst Calendar Return (Last 10 years)

-9.85% (2018)

Asset Allocation

Asset Allocation
Name Percent
Canadian Equity 74.35
Canadian Government Bonds 10.93
Canadian Corporate Bonds 4.67
Cash and Equivalents 2.92
Income Trust Units 2.27
Other 4.86

Sector Allocation

Sector Allocation
Name Percent
Financial Services 27.93
Fixed Income 17.91
Energy 11.50
Basic Materials 10.95
Industrial Services 7.90
Other 23.81

Geographic Allocation

Geographic Allocation
Name Percent
North America 97.93
Europe 0.91
Latin America 0.77
Asia 0.35
Africa and Middle East 0.02
Other 0.02

Top Holdings

Top Holdings
Name Percent
CIBC Canadian Equity Private Pool O 56.20
CIBC Equity Income Private Pool O 24.65
CIBC Canadian Fixed Income Prvt Pl O 18.82
Cash and Cash Equivalents 0.33

Equity Style

Market capitalization is large. Equity style is growth.

Fixed Income Style

Average Duration: M. Average Credit Quality: M.
Period: 

Risk vs Return (3 Yr)

Created with Highcharts 10.3.3Risk (Annualized Standard Deviation)ReturnMedian DeviationMedian Return78910111213144%6%8%10%12%14%16%18%20%

Axiom Canadian Growth Portfolio Class A

Median

Other - Canadian Equity Balanced

3 Yr Annualized

Standard Deviation 10.07% 10.17% 10.58%
Beta 0.96% 0.97% 1.02%
Alpha -0.02% -0.01% -0.02%
Rsquared 0.99% 0.98% 0.98%
Sharpe 0.67% 0.71% 0.44%
Sortino 1.31% 1.05% 0.44%
Treynor 0.07% 0.07% 0.05%
Tax Efficiency 89.02% 90.72% 88.30%
Volatility Volatility rating is 5 on a scale of 1 to 10 Volatility rating is 5 on a scale of 1 to 10 Volatility rating is 5 on a scale of 1 to 10

Risk Rating

Rating 5 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 7.75% 10.07% 10.17% 10.58%
Beta 0.90% 0.96% 0.97% 1.02%
Alpha 0.00% -0.02% -0.01% -0.02%
Rsquared 0.99% 0.99% 0.98% 0.98%
Sharpe 1.87% 0.67% 0.71% 0.44%
Sortino 4.72% 1.31% 1.05% 0.44%
Treynor 0.16% 0.07% 0.07% 0.05%
Tax Efficiency 88.10% 89.02% 90.72% 88.30%

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A50.450.445.045.00%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: A50.250.247.547.50%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: A48.148.143.643.60%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: A47.447.444.844.80%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.

Fund Details

Start Date March 15, 2005
Instrument Type Mutual Fund (Wrap Program)
Share Class Commission Based Advice
Legal Status Trust
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) $9

Fund Codes

FundServ Code Load Code Sales Status
ATL989
ATL990
ATL991

Investment Objectives

The Portfolio seeks to: create a focused portfolio of investments across its Canadian asset classes; invest primarily in mutual funds; and pursue long-term capital growth by investing primarily in Canadian equity mutual funds for higher growth potential, with some exposure to Canadian fixed income securities for diversification. We will not change the Portfolio’s fundamental investment objectives without the consent of unitholders by a majority of votes cast at a meeting of unitholders.

Investment Strategy

To achieve its investment objectives, the Portfolio: has, under normal market conditions, a long-term strategic asset mix of fixed income (0-25%) and equities (75-100%). The Portfolio Advisor may review and adjust the asset mix, in its sole discretion, depending on economic conditions and relative value of income and equity securities.

Portfolio Management

Portfolio Manager

CIBC Asset Management Inc.

Sub-Advisor

-

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 500
PAC Subsequent 50
SWP Allowed Yes
SWP Min Balance 25,000
SWP Min Withdrawal 100

Fees

MER 2.20%
Management Fee 1.80%
Load Choice of Front or No Load
FE Max 5.00%
DSC Max 5.50%
Trailer Fee Max (FE) 1.00%
Trailer Fee Max (DSC) 1.00%
Trailer Fee Max (NL) -
Trailer Fee Max (LL) -

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