CIBC Multi-Asset Global Balanced Private Pool
Investment Objective
Seeks to provide a combination of income and capital appreciation by investing primarily in units of global and/or Canadian mutual funds and securities, including fixed income and equity securities.
Assets Under Management
As of June 30, 2025: $7,120
Min. Initial Investment: $100,000.00
Min. Subsequent Investment: $100.00
Distribution Frequency: Monthly
Additional Fund Information
Purchase Option: ATL3543
Inception Date: May 16, 2016
MER†: 1.52%
Performance
As at: June 30, 2025
Performance figures are net of fees.
Calendar Year Performance
Purchase Option: ATL3563
Inception Date: May 16, 2016
MER†: 1.52%
Performance
As at: June 30, 2025
Performance figures are net of fees.
Calendar Year Performance
Purchase Option: ATL3555
Inception Date: May 16, 2016
MER†: 0.73%
Performance
As at: June 30, 2025
Performance figures are net of fees.
Calendar Year Performance
Purchase Option: ATL3569
Inception Date: May 16, 2016
MER†: 0.73%
Performance
As at: June 30, 2025
Performance figures are net of fees.
Calendar Year Performance
Performance
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 1.3% | 3.3% | 3.3% | 9.7% | 6.9% | 3.1% | N/A | 3.1% |
As at: June 30, 2025
Performance figures are net of fees.
Calendar Year Performance
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|
| 8.40% | 7.50% | (10.95%) | 3.18% | 5.83% | 9.03% | (3%) | 4.00% |
Performance
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 7.0% | 9.0% | 9.0% | 10.2% | 4.9% | 3.1% | N/A | 2.6% |
As at: June 30, 2025
Performance figures are net of fees.
Calendar Year Performance
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|
| (0.1%) | 9.90% | (16.8%) | 3.83% | 7.97% | 14.62% | (10.68%) | 11.08% |
Performance
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 1.5% | 3.7% | 3.7% | 10.6% | 7.8% | 4.0% | N/A | 3.9% |
As at: June 30, 2025
Performance figures are net of fees.
Calendar Year Performance
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|
| 9.20% | 8.40% | (10.24%) | 3.97% | 6.66% | 9.94% | (2.18%) | 4.88% |
Performance
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 7.3% | 9.4% | 9.4% | 11.1% | 5.8% | 3.9% | N/A | 3.5% |
As at: June 30, 2025
Performance figures are net of fees.
Calendar Year Performance
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|
| 0.70% | 10.70% | (16.14%) | 4.63% | 8.81% | 15.58% | (9.93%) | 12.03% |
Portfolio Managers
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.
Allocation: 100.0%†MERs have been annualized as at August 31, 2022 as disclosed in CIBC Private Pools’ Annual Management Report of Fund Performance. The Manager may have waived some management fees and/or fixed administration fees, which reduced the MERs. Please refer to the Annual Management Report of Fund Performance for MERs before waivers or absorptions, which reflect what the MERs would have been if the Manager had not waived some management fees and/or fixed administration fees. The decision to waive management fees and/or fixed administration fees is at the discretion of the Manager. The practice of waiving management fees and fixed administration fees may continue indefinitely or may be discontinued at any time without notice to unitholders.
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.
