Investment Objective
The Portfolio seeks to provide a stable level of income while attempting to preserve capital by investing primarily in a diversified mix of mutual funds and/or exchanged-traded funds for the purposes of funding a post-secondary education that is about to commence or currently in progress.
The Portfolio will primarily provide exposure to Canadian and global fixed income securities and cash equivalents.
Fund Code: ATL5200
Inception Date: Jul 7, 2025
Minimum Initial Investment
Initial: $500
Subsequent: $100
Distributions: The Portfolio intends to distribute net income and net realized capital gains annually in December.
Pre-Authorized Chequing Investment: $50 minimum investment for weekly, bi-weekly, monthly, quarterly, semi-annual or annual deposit.
Systematic Withdrawal Plan: With minimum initial account value of $10,000. Withdrawals may be made weekly, bi-weekly, monthly, quarterly, semi-annually or annually. $50 minimum.
Additional Fund Information
| Fees | |
|---|---|
| Annual Management Fee* | 0.95% |
| Annual Fixed Administration Fee* | 0.10% |
Professional Management
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.
David Wong, FRM, CFA
Chief Investment Officer, Managing Director and Head, Total Investment Solutions
David is responsible for the portfolio management of CIBC’s Global Asset Management’s managed solutions. His Total Investment Solutions team helps to determine the asset allocations and the construction of portfolios, conducts research, evaluates, and helps to select the managers, and monitors and recommends ongoing changes to the investments of the firm’s roughly $80 billion managed solutions programs. The team is also responsible for trading implementation and execution, beta management, and performance and risk oversight across all of CIBC Global Asset Management. In addition, David is a member of the CIBC Family Office’s Leadership Team and provides institutional asset allocation advice to ultra-high net worth individuals and families.
David holds an Honours Bachelor of Commerce from McMaster University. He is a CFA Charterholder and holds the Financial Risk Manager (FRM) designation from the Global Association of Risk Professionals. David volunteers his time serving on the investment committees of the CIBC Foundation, and Oakville Community Foundation.
Leslie Alba, CFA
Head, Portfolio Solutions, Total Investment Solutions
Leslie is responsible for the portfolio management of CIBC Asset Management’s managed solutions. She helps lead the investment process including asset allocation, portfolio construction and monitoring of the firm’s roughly $80 billion across managed solutions programs. Leslie chairs the firm’s Portfolio Solutions Research Forum, a platform for idea generation and thought leadership around purposeful asset allocation.
Leslie is a CFA Charterholder, has an Honours Bachelor of International Business from Carleton University, and holds a Master of Business Administration (with distinction) from Bayes Business School in London, UK.
Performance
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
Due to securities regulation performance is not available until one year post inception.
*Excluding applicable taxes
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. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer, nor are they guaranteed.
The fund pays a management fee and fixed administration fee to the Manager in respect of Series A and Series F units. The fund also pays fund costs and transaction costs. For more information about the fees and costs of the fund, please read the prospectus.
Past performance may not be repeated and is not indicative of future results.
Canada 
United States