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Globe Investor

Fund Price: $20.04 (as at April 30, 2013)  30 day chg:  0.02%  YTD: 2.75%

Returns as at April 30, 2013

  Fund Group Avg Index*
1 Month 0.02% 0.27% 0.27%
3 Months 1.63% 2.08% 2.06%
6 Months 3.37% 4.81% 4.68%
1 Year 5.78% 6.67% 6.55%
2 Year Avg 3.16% 2.76% 2.66%
3 Year Avg 4.93% 4.58% 4.63%
4 Year Avg 7.04% 7.79% 7.64%
5 Year Avg 2.94% 2.64% 2.41%
10 Year Avg 5.55% 5.76% 5.08%
15 Year Avg 4.30% 4.18% 3.64%
20 Year Avg - 6.04% 5.70%
Since Inception 4.67% - -
 
2012 4.78% 5.99% 5.84%
2011 0.74% -1.38% -1.79%
2010 8.46% 8.71% 8.59%
 
3 year risk 3.60 5.53 4.99
3 year beta 0.70 1.01 1.00

*Globe Cdn Neutral Balanced Peer Index

Growth of $10,000

This graph shows how a $10,000 investment in this fund would have changed in value compared with the Globe Cdn Neutral Balanced Peer Index.

Risk Measures as at April 30, 2013

Best/Worst 12 months (since inception)
Best (ending Aug 00): 21.44 bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
Worst (ending Feb 09): -15.60 bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
Volatility meter (Based on 3 year standard deviation from GlobeInvestor.com)
Low VOLATILITY METER: 4 High

Fund Objectives

This service aims to provide a superior risk-adjusted rate of return for investors. The asset allocation service achieves its investment objective my investing in a combination of CIBC mutual funds.

Fund Facts

Fund Sponsor: CIBC Securities Inc.
Managed by: CIBC Securities Inc.
Fund Type: Other
Inception Date: February 1998
Asset Class: Canadian Neutral Balanced
Quartile Rank: 2 (3YR ending April 30, 2013)
Total Assets: N/A
Mgmt Exp. Ratio (MER): -
Management Fee: 0.00%
Load Type: No Load
Globe 5-Star Rating:
RRSP Eligible:
Canadian
Min. Invest (initial):
$500
Subsequent:
$25
Min. Invest (initial RRSP):
$500
Subsequent RRSP:
$25
Closed:
Yes
Restricted:
No
Restriction:
 
 

Asset Allocation July 31, 2009

Equity Sector Weightings July 31, 2009

Bond Type July 31, 2009

Top Holdings as at July 31, 2009

Symbol Company Name Sector Geographic
Area		 Asset
Type		 % of
Total Assets		   Performance as at April 30, 2013
1 Year Performance (%)
  CIBC Canadian Bond Index Fund 39.0   - bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
  CIBC Canadian Index Fund 31.0   - bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
  CIBC Money Market Fund 10.0   - bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
  CIBC U.S. Broad Market Index Fund 10.0   - bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
  CIBC Global Bond Index Fund 5.0   - bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)
  CIBC International Index Fund 5.0   - bar graph of the performance of this holding (negative result) bar graph of the performance of this holding (positive result)

Portfolio Manager(s)

CIBC Global Asset Management - Mgmt.Team

CIBC Global Asset Management Inc.

Start Date: February, 1998

Fund Return: 4.67%

Also manages:Astra Celestia Aggressive, Astra Celestia Balanced, Astra Celestia Conservative, Astra Celestia Growth, CIBC APRS Agg Growth Non-RSP Po-662, CIBC APRS Agg Growth RSP Port.-663, CIBC APRS Bal Growth Non-RSP Po-658, CIBC APRS Bal Growth RSP Port.-659, CIBC APRS Balanced Non-RSP Port-656, CIBC APRS Balanced RSP Port.-657, CIBC APRS Conserv Income Port.-650, CIBC APRS Growth Non-RSP Port.-660, CIBC APRS Growth RSP Portfolio-661, CIBC APRS Inc Plus Non-RSP Port-654, CIBC APRS Income Non-RSP Port.-652, CIBC APRS Income Plus RSP Port.-655, CIBC APRS Income RSP Portfolio-653, CIBC Aggressive Index Portfolio-626, CIBC Aggressive Portfolio-612, CIBC Balanced Portfolio-602, CIBC Conservative Index Port.-622, CIBC Conservative Portfolio-608, CIBC Growth Portfolio Non-RSP-604, CIBC Growth Portfolio RSP-605, CIBC IPRS Agg Growth RSP Port.-683, CIBC IPRS Agg Gwth Non-RSP Port-682, CIBC IPRS Bal Growth RSP Port.-679, CIBC IPRS Bal Gwth Non-RSP Port-678, CIBC IPRS Balanced Non-RSP Po.-676, CIBC IPRS Balanced RSP Port.-677, CIBC IPRS Conserv Income Port.-670, CIBC IPRS Growth Non-RSP Port.-680, CIBC IPRS Growth RSP Portfolio-681, CIBC IPRS Inc Plus Non-RSP Port-674, CIBC IPRS Income Non-RSP Port.-672, CIBC IPRS Income Plus RSP Port.-675, CIBC IPRS Income RSP Portfolio-673, CIBC Income Portfolio-600, CIBC Income-Focused Index Port.-618, CIBC Income-Focused Portfolio-616, CIBC Moderate Portfolio-610, CIBC PRS Agg Growth Non-RSP Po.-642, CIBC PRS Agg Growth RSP Port.-643, CIBC PRS Bal Growth Non-RSP Po.-638, CIBC PRS Bal Growth RSP Port.-639, CIBC PRS Balanced Non-RSP Port.-636, CIBC PRS Balanced RSP Port.-637, CIBC PRS Conserv. Income Port.-630, CIBC PRS Growth Non-RSP Port.-640, CIBC PRS Growth RSP Portfolio-641, CIBC PRS Income Non-RSP Port.-632, CIBC PRS Income Plus Non-RSP Po-634, CIBC PRS Income Plus RSP Port.-635, CIBC PRS Income RSP Portfolio-633, CIBC Very Agg Index Port. RSP-629, CIBC Very Agg Indx Port Non-RSP-628, CIBC Very Agg Portfolio Non-RSP-614, CIBC Very Aggress Portfolio RSP-615, CIBC Very Conservative Index Po-620, CIBC Very Conservative Port.-606, F�RIQUE Dividend, MD American Growth, MD American Value, MD Balanced, MD Equity, MD Growth, MD International Growth, MD International Value, MDPIM US Equity Pool (Cl A), MLI Balanced (Pension), TAL Canadian Equity, TAL Long Term Bond Index, TAL Pooled Balanced, TAL Pooled Fixed Income

View fund manager performance report