CIBC SUSTAINABLE CONSERVATIVE BALANCED SOLUTIONCIBC SUSTAINABLE CONSERVATIVE BALANCED SOLUTIONCIBC SUSTAINABLE CONSERVATIVE BALANCED SOLUTION

CIBC SUSTAINABLE CONSERVATIVE BALANCED SOLUTION

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Key stats


Assets under management (AUM)
‪1.18 M‬CAD
Fund flows (1Y)
Dividend yield (indicated)
Discount/Premium to NAV
−0.3%
Shares outstanding
‪60.00 K‬
Expense ratio
0.81%

About CIBC SUSTAINABLE CONSERVATIVE BALANCED SOLUTION


Brand
CIBC
Home page
Inception date
Jul 19, 2021
Structure
Canadian Mutual Fund Trust (ON)
Index tracked
No Underlying Index
Management style
Active
Dividend treatment
Distributes
Primary advisor
CIBC Asset Management, Inc.
The fund seeks income and long-term capital growth by typically holding a portfolio with a target asset allocation of 60% fixed income and 40% equity. It may invest in Canadian, U.S. and international securities, either directly or indirectly by investing in other ETFs and mutual funds. The fund generally aims to maintain the asset mix weighting within ranges of no more than 15% above or below its 60-40 target. The fund manager incorporates a responsible investing approach in the selection process. Companies involved in controversial business activities are excluded and eligible companies are screened based on ESG practices. The fund aims to identify securities that have a sustainable competitive advantage in making a positive ESG impact, while screening out companies with poor ESG performance relative to their industry peers. The fund may use derivatives such as options, futures, forwards, and swaps for hedging and non-hedging purposes.

Classification


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Income & capital appreciation
Strategy
Active
Geography
Global
Weighting scheme
Proprietary
Selection criteria
Proprietary
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

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