CIBC Managed Balanced Portfolio

CIBC Managed Balanced Portfolio

Investment Outlook:

  • investors looking for portfolio diversification within a single mutual fund
  • those who want a balance between income and long-term capital growth
  • those investing for the medium to long term

RETURN CALCULATOR



Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

with 00 % annual returns

COMPOUND RETURNS

1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
0.38% 0.00% 5.75% - 3.59% - 4.23% 4.43% 6.00% 3.84%

ASSET ALLOCATION


Income 50.00%
Growth 50.00%

TOP HOLDINGS

CIBC Canadian Bond Fund, Class 'O' 15.10%
Renaissance Corporate Bond Fund, Class 'O' 15.10%
CIBC Canadian Short-Term Bond Index Fund, Class 'O' 14.60%
CIBC International Equity Fund, Class 'O' 8.90%
Renaissance Canadian Growth Fund, Class 'O' 8.00%
CIBC Canadian Equity Value Fund, Class 'O' 8.00%
CIBC U.S. Broad Market Index Fund, Class 'O' 6.00%
Renaissance U.S. Equity Income Fund, Class 'O' 6.00%
CIBC U.S. Equity Fund, Class 'O' 6.00%
CIBC Global Bond Fund, Class 'O' 5.00%
CIBC European Equity Fund, Class 'O' 4.00%
Renaissance Global Real Estate Fund, Class 'O' 3.00%
Cash 0.50%
Other Assets, less Liabilities 0.00%

TAX IMPLICATIONS

In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.

Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.

We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.

Other Details

MER -
REGISTERED PLAN ELIGIBILITY RRSP, RESP, and TFSA
OTHER IMPORTANT LINKS Click here


Min. Investment amount 100
if 000000 invested every month for 0 year

Estimated Returns
0000000000

with 00 % annual returns

1 MO 3 MO 6 MO YTD 1 YR 2 YR 3 YR 5 YR 10 YR INCEP
0.38% 0.00% 5.75% - 3.59% - 4.23% 4.43% 6.00% 3.84%

ASSET ALLOCATION


Income 50.00%
Growth 50.00%

TOP HOLDINGS

CIBC Canadian Bond Fund, Class 'O' 15.10%
Renaissance Corporate Bond Fund, Class 'O' 15.10%
CIBC Canadian Short-Term Bond Index Fund, Class 'O' 14.60%
CIBC International Equity Fund, Class 'O' 8.90%
Renaissance Canadian Growth Fund, Class 'O' 8.00%
CIBC Canadian Equity Value Fund, Class 'O' 8.00%
CIBC U.S. Broad Market Index Fund, Class 'O' 6.00%
Renaissance U.S. Equity Income Fund, Class 'O' 6.00%
CIBC U.S. Equity Fund, Class 'O' 6.00%
CIBC Global Bond Fund, Class 'O' 5.00%
CIBC European Equity Fund, Class 'O' 4.00%
Renaissance Global Real Estate Fund, Class 'O' 3.00%
Cash 0.50%
Other Assets, less Liabilities 0.00%

In general, you'll have to pay income tax on any money you make on a fund. How much you pay depends on the tax laws where you live and whether or not you hold the fund in a registered plan, such as a Registered Retirement Savings Plan or a Tax-Free Savings Account. This plan can be held in the following registered plans- RRSP, TFSA, RESP, besides any other non-registered accounts.

Keep in mind that if you hold your fund in a non-registered account, fund distributions are included in your taxable income for each year that you hold the fund, whether you get them in cash or have them reinvested.

We recommend that you talk to your tax advisor to get an in-depth idea of your tax liability.

MER -
REGISTERED PLAN ELIGIBILITY RRSP, RESP, and TFSA
OTHER IMPORTANT LINKS Click here

About iMarche and iMarche Learn: The content is provided for informational purposes only, is not intended as investment advice, and is not meant to suggest that a particular investment or strategy is suitable for any particular investor. If you’re unsure about an investment, you may wish to obtain advice from a qualified professional. Nothing herein should be considered an offer, solicitation of an offer, or advice to buy or sell securities. It’s also important to remember that past performance is no guarantee of future results.

IMarche and/or iMarche Learn shall assume no liability in case of any financial loss.