iMarche
CIBC Managed Aggressive Growth Portfolio
Investment Outlook:
- investors looking for portfolio diversification within a single mutual fund
- those seeking long-term capital growth
- those investing for the long term
RETURN CALCULATOR
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 |
|---|---|---|---|---|---|---|---|---|---|
| 0.56% | 0.00% | 6.93% | - | 2.65% | - | 6.05% | 6.28% | 7.65% | 4.12% |
ASSET ALLOCATION
| Income | 10.00% |
| Growth | 90.00% |
TOP HOLDINGS
| CIBC International Equity Fund, Class 'O' | 13.00% |
| Renaissance U.S. Equity Income Fund, Class 'O' | 11.00% |
| CIBC U.S. Equity Fund, Class 'O' | 11.00% |
| CIBC U.S. Broad Market Index Fund, Class 'O' | 10.10% |
| CIBC Canadian Equity Value Fund, Class 'O' | 10.00% |
| Renaissance Canadian Growth Fund, Class 'O' | 10.00% |
| CIBC European Equity Fund, Class 'O' | 8.00% |
| Renaissance Global Real Estate Fund, Class 'O' | 6.00% |
| CIBC Emerging Markets Fund, Class 'O' | 5.90% |
| Renaissance Corporate Bond Fund, Class 'O' | 5.00% |
| CIBC Asia Pacific Fund, Class 'O' | 5.00% |
| CIBC Canadian Bond Fund, Class 'O' | 4.50% |
| Cash | 0.50% |
| Other Assets, less Liabilities | -0.10% |
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 |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 0.56% | 0.00% | 6.93% | - | 2.65% | - | 6.05% | 6.28% | 7.65% | 4.12% |
ASSET ALLOCATION
| Income | 10.00% |
| Growth | 90.00% |
TOP HOLDINGS
| CIBC International Equity Fund, Class 'O' | 13.00% |
| Renaissance U.S. Equity Income Fund, Class 'O' | 11.00% |
| CIBC U.S. Equity Fund, Class 'O' | 11.00% |
| CIBC U.S. Broad Market Index Fund, Class 'O' | 10.10% |
| CIBC Canadian Equity Value Fund, Class 'O' | 10.00% |
| Renaissance Canadian Growth Fund, Class 'O' | 10.00% |
| CIBC European Equity Fund, Class 'O' | 8.00% |
| Renaissance Global Real Estate Fund, Class 'O' | 6.00% |
| CIBC Emerging Markets Fund, Class 'O' | 5.90% |
| Renaissance Corporate Bond Fund, Class 'O' | 5.00% |
| CIBC Asia Pacific Fund, Class 'O' | 5.00% |
| CIBC Canadian Bond Fund, Class 'O' | 4.50% |
| Cash | 0.50% |
| Other Assets, less Liabilities | -0.10% |
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 |