To generate income and potential capital growth by investing primarily in a diversified portfolio of Canadian and U.S. fixed income securities, equity securities, and mutual funds, that produce income.
Minimum Initial Investments:
Lump Sum
Initial: $500
Subsequent: $100
Inception Date | Mar 7, 2023 |
---|---|
Fund Code | ATL5060 |
Assets Under Management ($000) As at : 10/31/2024 | $71,142 |
Style
Note: Characteristics are based on equity portion of pool
3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
---|---|---|---|---|---|---|---|
2.7% | 8.5% | 10.6% | 18.9% | N/A | N/A | N/A | 9.1% |
Due to securities regulation, performance is not available until one year post inception.
As at: 10/31/2024
The information contained herein is considered accurate at the time of posting. It is provided for informational purposes only and is not intended to provide specific financial, investment, tax, legal or accounting advice for you, and should not be relied upon in that regard or be considered predictive of any future market performance. Any information or discussion about the current characteristics of the funds or how the portfolio manager is managing the funds that is supplementary to information in the prospectus is not a discussion about material investment objectives or strategies, but solely a discussion of the current characteristics or manner of fulfilling the investment objectives and strategies, and is subject to change without notice. You should not act or rely on the information without seeking the advice of a professional. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
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CIBC Private Wealth consists of services provided by CIBC and certain of its subsidiaries, including CIBC Wood Gundy, a division of CIBC World Markets Inc.
“CIBC Private Wealth” is a trademark of CIBC, used under license. “Wood Gundy” is a registered trademark of CIBC World Markets Inc.