Minimum Initial Investment:
Lump Sum
Initial: $500
Subsequent: $100
| Inception Date | Jul 5, 2024 |
|---|---|
| Fund Code | ATL7028 |
| Assets Under Management ($000) As at : March 31, 2026 | $342,630 |
CIBC Asset Management is one of Canada's largest asset management firms and provides a broad range of high-quality global investment management solutions to retail and institutional clients.
Steven Lampert, CFA
Associate Portfolio Manager
Steven Lampert is an Associate Portfolio Manager with the Global Fixed Income team responsible for several sectors in the investment grade corporate bond universe. He is responsible for in-depth fundamental research and idea generation for portfolios across corporate bond mandates, including supporting CIBC Asset Management’s ESG initiatives.
Mr. Lampert holds an MBA from the Rotman School of Management and a Master of Global Affairs (MGA) from the Munk School of Global Affairs at the University of Toronto. He also holds a Bachelor of Arts degree in Economics from McGill University.
Gaurav Dhiman, CFA
Portfolio Manager, Global Fixed Income
Prior to joining CIBC Asset Management in 2018, Mr. Dhiman was a portfolio manager at Cumberland Private Wealth. At Cumberland, he was solely responsible for the management, research and trading of a high net worth fixed income portfolio. Mr. Dhiman previously worked at Aviva Investors as a portfolio manager and BMO Capital Markets as a research analyst.
Mr. Dhiman holds an MBA degree from the University of Toronto and a Bachelor of Science degree in Computer Engineering from Iowa State University. He is also a CFA charterholder and a member of the CFA Society of Toronto.
Investment Style
| BBB | A | AA | AAA | ||
|---|---|---|---|---|---|
| >10 | Long-term | ||||
| 6-10 | Intermediate-term | ||||
| 1-5 | Short-term |
| Term to Maturity (Years) †† | Duration (Years) †† | Average YTM (%) †† |
The time remaining on a bond's life, or the date on which the debt will cease to exist and the borrower will have completely paid off the amount borrowed.
Duration (Years)
Duration is defined as the weighted average time to full recovery of principal and interest.
Yield to Maturity (Average YTM)
The percentage rate of return paid on a bond, note or other fixed income security if the investor buys and holds it to its maturity date. The calculation for YTM is based on the coupon rate, length of time to maturity and market price. It assumes that coupon interest paid over the life of the bond will be reinvested at the same rate.
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 0.7% | 1.7% | 0.7% | 4.0% | N/A | N/A | N/A | 4.7% |
As at: March 31, 2026 Performance figures are net of fees.
| 2025 |
|---|
| 4.6% |
*Effective on April 29, 2026 , the CIBC 2026 Investment Grade Bond Fund will be capped and closed to all new purchases from existing and new unitholders, including through regular investment plans.
††Please refer to the Annual/Interim Management Reports of Fund Performance for further details.
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.
The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions, but do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns.
Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer, nor are they guaranteed.
Past performance may not be repeated and is not indicative of future results.
The material and/or its contents may not be reproduced without the express written consent of CIBC Asset Management Inc.
