CIBC Multi-Asset Absolute Return Strategy
A modern investment solution for the modern portfolio
A solution that provides investors with different sources of return to improve diversification. It aims to offer positive returns in all market environments while managing volatility.
- Seeks to Provide Capital Growth. Aims to provide an annualized absolute return of T-bill plus 5% over a rolling three-year period, before fees and expenses.
- Smoother Investment Experience. Less risk than an equity portfolio by aiming to manage annualized volatility, under normal market conditions, at a level that is generally half that of global equities (as measured by the MSCI AC World Index (CAD)) over a rolling three-year period.
- Increased Diversification. Taps global markets, and alternative asset classes and strategies that go beyond traditional stock and bond markets (examples include currencies, commodities and factor-based strategies ) in an effort to improve a portfolio’s overall diversification.
Fund Details
CIBC Multi-Asset Absolute Return Strategy
The Multi-Asset & Currency Management Team
Why Invest with CIBC
Ability To Integrate Quantitative Research With Qualitative Judgment
Multi-Asset investing has a long history at CIBC Asset Management (CIBC AM), with the Multi-Asset and Currency Management team utilizing Absolute Return strategies, including Active Currency, for more than two decades. Continuously evolving and extending their multi-asset capabilities CIBC AM now offers investors their insights within our new CIBC Multi-Asset Absolute Return Strategy solution.
What sets us apart:
- Robust quantitative foundation coupled with seasoned judgement: The team's distinctive strength is their ability to integrate quantitative research with qualitative judgment in decision-making by drawing on their experience and understanding of market trends and anomalies.
- Strength of the team: 16 highly qualified investment professionals, with more than 19 years of industry experience, on average. The team collectively has broad experience including investment consulting, central bank policy advisory work, third party research, and proprietary trading.
- Continuity of team leadership: The leadership team has been managing Multi-Asset and Active Currency strategies since 2002. This continuity has allowed the team to embed the same broad investment philosophy throughout this time, and has also allowed a coherent evolution of the investment strategy, encompassing new data sources and innovative quantitative techniques.
Key Resources
This material is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice nor does it constitute an offer or solicitation to buy or sell any securities referred to.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. To obtain a copy of the simplified prospectus, call 1-888-888-FUND (3863). Alternatively, you may obtain a copy from your advisor.
Any information or discussion about the current characteristics of this mutual fund or how the portfolio manager is managing the mutual fund 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.
Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer, nor are they guaranteed.
The CIBC Multi Asset Absolute Return Strategy fund is permitted to invest in certain assets and employ alternative investment strategies generally prohibited by conventional mutual funds. The CIBC Multi Asset Absolute Return Strategy fund may use leverage through the use of derivatives, short sales, and/or borrowing within prescribed limits.The fund may also use derivatives for currency management purposes. The fund’s use of derivatives may introduce leverage into the fund. Leverage occurs when the fund’s notional exposure to underlying assets is greater than the amount invested and is an investment technique that can magnify gains and losses.
Past performance may not be repeated.
The material and/or its contents may not be reproduced without the express written consent of CIBC Asset Management Inc.
