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CIBC Sustainable Balanced Growth Solution Series A

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Global Equity Balanced

FundGrade D Click for more information on Fundata’s FundGrade

FundGrade D

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
(05-13-2025) 		$11.13
Change
$0.00 (-0.02%)

As at April 30, 2025

As at April 30, 2025

As at April 30, 2025

Period
Created with Highcharts 10.3.3Oct 2021Jan 2022Apr 2022Jul 2022Oct 2022Jan 2023Apr 2023Jul 2023Oct 2023Jan 2024Apr 2024Jul 2024Oct 2024Jan 2025Apr 2025Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025$8,000$9,000$10,000$11,000$12,000$13,000Period

Legend

CIBC Sustainable Balanced Growth Solution Series A

Compare Options

Fund Returns

Inception Return (July 05, 2021): 2.18%

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 -1.51% -5.42% 0.84% -2.00% 10.33% 7.01% 5.99% - - - - - - -
Benchmark -2.54% -5.91% 0.78% -2.84% 11.49% 12.43% 10.67% 6.78% 9.16% 7.82% 7.95% 7.59% 8.99% 8.19%
Category Average -1.93% -5.09% 0.21% -1.93% 8.87% 9.22% 7.36% 4.70% 7.93% 5.91% 5.80% 5.41% 6.28% 5.36%
Category Rank 319 / 1,329 769 / 1,328 516 / 1,328 730 / 1,328 481 / 1,308 1,103 / 1,235 1,015 / 1,211 - - - - - - -
Quartile Ranking 1 3 2 3 2 4 4 - - - - - - -

Monthly Return

Created with Highcharts 10.3.3-4%-2%0%2%4%6%
Monthly Return
Return % May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Fund 2.20% 1.81% 3.21% 0.51% 1.78% -0.40% 4.21% -1.27% 3.61% -1.10% -2.89% -1.51%
Benchmark 2.36% 2.01% 3.06% -0.02% 2.38% 0.42% 3.57% 0.16% 3.26% -0.48% -3.00% -2.54%

Best Monthly Return Since Inception

5.92% (November 2023)

Worst Monthly Return Since Inception

-5.69% (April 2022)

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 - - - - - - - -15.20% 8.33% 14.06%
Benchmark 17.03% 3.66% 11.99% 0.72% 16.29% 12.17% 11.33% -12.03% 15.07% 21.57%
Category Average 4.87% 4.92% 9.31% -5.49% 15.12% 8.09% 12.42% -11.85% 11.42% 15.99%
Quartile Ranking - - - - - - - 4 4 4
Category Rank - - - - - - - 990/ 1,172 1,089/ 1,221 1,052/ 1,304

Best Calendar Return (Last 10 years)

14.06% (2024)

Worst Calendar Return (Last 10 years)

-15.20% (2022)

Asset Allocation

Asset Allocation
Name Percent
US Equity 34.59
International Equity 20.72
Canadian Equity 17.81
Canadian Government Bonds 13.35
Canadian Corporate Bonds 8.22
Other 5.31

Sector Allocation

Sector Allocation
Name Percent
Fixed Income 23.67
Technology 19.41
Financial Services 14.84
Consumer Services 9.58
Industrial Services 6.71
Other 25.79

Geographic Allocation

Geographic Allocation
Name Percent
North America 78.74
Europe 18.72
Asia 2.54

Top Holdings

Top Holdings
Name Percent
CIBC Sustainable Global Equity Fund A 57.63
CIBC Sustainable Canadian Core Plus Bond Fund A 24.38
CIBC Sustainable Canadian Equity Fund Series A 17.43
Cash and Cash Equivalents 0.56

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 Return678910111213141516171819-5%0%5%10%15%

CIBC Sustainable Balanced Growth Solution Series A

Median

Other - Global Equity Balanced

3 Yr Annualized

Standard Deviation 9.65% - -
Beta 0.93% - -
Alpha -0.04% - -
Rsquared 0.93% - -
Sharpe 0.24% - -
Sortino 0.54% - -
Treynor 0.03% - -
Tax Efficiency - - -
Volatility Volatility rating is 4 on a scale of 1 to 10 - -

Risk Rating

Rating 4 out of ten

Annualized Key Ratio Period Comparison

Key Ratio
Key Ratio 1 Yr 3 Yr 5 Yr 10 Yr
Standard Deviation 7.94% 9.65% - -
Beta 0.99% 0.93% - -
Alpha -0.01% -0.04% - -
Rsquared 0.91% 0.93% - -
Sharpe 0.81% 0.24% - -
Sortino 1.71% 0.54% - -
Treynor 0.07% 0.03% - -
Tax Efficiency 100.00% - - -

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A59.5​59.549.5​49.50%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: A72.9​72.950.5​50.50%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: A48.8​48.848.6​48.60%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: A65.0​65.050.3​50.30%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 July 05, 2021
Instrument Type Mutual Fund (Responsible Investment)
Share Class Commission Based Advice
Legal Status -
Sales Status Open
Currency CAD
Distribution Frequency Quarterly
Assets ($mil) $16

Fund Codes

FundServ Code Load Code Sales Status
CIB394

Investment Objectives

To achieve a combination of long-term capital growth and some income by investing primarily in Canadian, U.S. and international equities and fixed income securities, either directly or indirectly through investment in other mutual funds and exchange-traded funds and to follow a socially responsible approach to investing.

Investment Strategy

To achieve its investment objectives, the Fund: follows a responsible approach to investing; intends to invest up to 100% of its NAV in units of its Underlying Funds (that may include exchange traded funds or funds that have an ESG-related focus and employ ESG strategies) managed by us or our affiliates, allocated to a target asset mix weight that will generally provide exposure to 75% equity securities and 25% fixed income securities.

Portfolio Management

Portfolio Manager

CIBC Asset Management Inc.
Sub-Advisor

-

Management and Organization

Fund Manager

Canadian Imperial Bank of Commerce
Custodian

CIBC Mellon Trust Company
Registrar

Canadian Imperial Bank of Commerce
Distributor

CIBC Securities Inc.

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 2.11%
Management Fee 1.75%
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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