To generate income and potential capital growth by investing primarily in a diversified portfolio of Canadian and U.S. equity securities that produce dividend income.
Minimum Initial Investments:
Lump Sum
Initial: $500
Subsequent: $100
| Inception Date | Mar 7, 2023 |
|---|---|
| Fund Code | ATL5062 |
| Assets Under Management ($000) As at : 09/30/2024 | $67,496 |
CIBC Wood Gundy is the Canadian full-service retail brokerage division of CIBC World Markets Inc, providing integrated wealth management solutions to high net worth individuals and families. Our investment advisors are committed to building relationships with our clients based on trust and integrity. Our complete array of financial products and services, together with the unified strengths of CIBC, provides the foundation that helps us make our clients the focus of everything we do.
Wincy Wong, CFA, FSA credential holder
Executive Director, Investment Strategy Group, CIBC Wood Gundy
Wincy Wong joined CIBC in 2021 and has over 25 years of investment experience. She leads CIBC Private Wealth's Investment Strategy Group. As the Executive Director, she is responsible for leading the team's management of the Investment Strategy Committee's Model Portfolios. Wincy is the chair of the Investment Strategy Committee’s (ISC) Stock Selection sub-committee. She is also a member of the CIBC Asset Allocation Committee. Wincy is a CFA charterholder and a holder of the Fundamentals of Sustainability Accounting (FSA) credential awarded by SASB.
Style
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 8.7% | 8.3% | 16.6% | 24.0% | N/A | N/A | N/A | 12.9% |
Due to securities regulation, performance is not available until one year post inception.
As at: 09/30/2024
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.
United States