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CIBC Sustainable Global Equity Fund Series A

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Global Equity

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
(05-16-2025) 		$11.86
Change
$0.07 (0.62%)

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 2025Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024Jan 2025$8,000$9,000$10,000$11,000$12,000$13,000$14,000Period

Legend

CIBC Sustainable Global Equity Fund Series A

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Fund Returns

Inception Return (July 05, 2021): 2.98%

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 -2.80% -9.56% -1.22% -5.07% 8.30% 7.76% 7.42% - - - - - - -
Benchmark -2.97% -7.99% 0.02% -4.37% 12.05% 15.36% 12.95% 8.94% 12.87% 10.21% 10.09% 9.79% 11.46% 10.10%
Category Average -2.36% -7.61% -0.68% -3.44% 8.76% 11.25% 9.41% 5.89% 10.36% 7.80% 7.70% 7.48% 8.67% 7.40%
Category Rank 989 / 2,117 1,336 / 2,105 1,184 / 2,092 1,257 / 2,101 1,114 / 2,031 1,638 / 1,907 1,499 / 1,772 - - - - - - -
Quartile Ranking 2 3 3 3 3 4 4 - - - - - - -

Monthly Return

Created with Highcharts 10.3.3-6%-4%-2%0%2%4%6%
Monthly Return
Return % May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr
Fund 2.69% 2.96% 3.01% -0.15% 0.86% -0.04% 4.78% -0.69% 4.96% -2.64% -4.43% -2.80%
Benchmark 3.15% 2.29% 2.79% 0.04% 2.54% 0.69% 4.44% 0.14% 3.94% -1.04% -4.18% -2.97%

Best Monthly Return Since Inception

6.79% (July 2022)

Worst Monthly Return Since Inception

-7.73% (January 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 - - - - - - - -17.18% 10.05% 18.70%
Benchmark 16.88% 5.18% 16.29% -1.79% 21.41% 13.15% 17.62% -12.64% 19.37% 26.84%
Category Average 8.98% 3.86% 14.23% -5.38% 19.94% 11.73% 16.21% -13.86% 15.08% 20.13%
Quartile Ranking - - - - - - - 3 4 3
Category Rank - - - - - - - 1,274/ 1,735 1,636/ 1,883 1,303/ 2,000

Best Calendar Return (Last 10 years)

18.70% (2024)

Worst Calendar Return (Last 10 years)

-17.18% (2022)

Asset Allocation

Asset Allocation
Name Percent
US Equity 59.33
International Equity 35.95
Canadian Equity 2.78
Cash and Equivalents 1.94

Sector Allocation

Sector Allocation
Name Percent
Technology 30.52
Financial Services 14.53
Consumer Services 13.84
Industrial Services 9.69
Healthcare 9.48
Other 21.94

Geographic Allocation

Geographic Allocation
Name Percent
North America 63.47
Europe 32.16
Asia 4.38
Other -0.01

Top Holdings

Top Holdings
Name Percent
Microsoft Corp 5.71
Amazon.com Inc 4.55
Alphabet Inc Cl C 4.35
Visa Inc Cl A 4.08
Linde PLC 3.59
Netflix Inc 3.27
Apple Inc 3.22
Sap SE 3.01
NVIDIA Corp 2.95
Equifax Inc 2.89

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 Return681012141618202224-20%-10%0%10%20%30%

CIBC Sustainable Global Equity Fund Series A

Median

Other - Global Equity

3 Yr Annualized

Standard Deviation 11.54% - -
Beta 0.91% - -
Alpha -0.04% - -
Rsquared 0.92% - -
Sharpe 0.34% - -
Sortino 0.68% - -
Treynor 0.04% - -
Tax Efficiency - - -
Volatility Volatility rating is 6 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 10.55% 11.54% - -
Beta 1.08% 0.91% - -
Alpha -0.04% -0.04% - -
Rsquared 0.93% 0.92% - -
Sharpe 0.45% 0.34% - -
Sortino 0.86% 0.68% - -
Treynor 0.04% 0.04% - -
Tax Efficiency 100.00% - - -

Fundata ESG Metrics

Fundata ESG Score

Created with Highcharts 10.3.3Grade: EGrade: DGrade: CGrade: BGrade: A68.9​68.958.3​58.30%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: A83.7​83.759.5​59.50%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: A59.5​59.557.8​57.80%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: A67.8​67.856.6​56.60%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 Trust
Sales Status Open
Currency CAD
Distribution Frequency Annual
Assets ($mil) $33

Fund Codes

FundServ Code Load Code Sales Status
CIB354

Investment Objectives

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

Investment Strategy

To achieve its investment objectives, the Fund: follows a responsible approach to investing; invests in equity securities of companies located around the world that are priced below their intrinsic value as determined by the Portfolio Advisor. Investments will be focused in areas the Portfolio Advisor finds the most compelling at any given time.

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 2.22%
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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