CIBC Global Growth Balanced Fund [Series A]

To seek long term capital appreciation and income by investing primarily in a diversified portfolio of equity and fixed income securities from around the world either directly or indirectly through investments in units of mutual funds.
Additional Fund Information
Also available in Series F

Minimum Initial Investment: Lump Sum
Initial: $500
Subsequent: $100

Distributions: The Fund expects to distribute net income quarterly. Distributions of net realized capital gains occur annually in December.
Pre-Authorized Chequing Investment: $50 minimum investment for weekly, bi-weekly, semi-monthly, monthly, bi-monthly, quarterly, semi-annual, or annual deposit.
Systematic Withdrawal Plan: With minimum initial account value of $10,000. Withdraw may be made weekly, bi-weekly, semi-monthly, monthly, bi-monthly, quarterly, semi-annually, or annually. $50 minimum.
Annual Management Fee (excluding applicable taxes): 1.60%
Annualized Management Expense Ratio (including applicable taxes): N/A
Annual Fixed Administration Fee (excluding applicable taxes): 0.15%
Inception DateDec 4, 2023
Fund CodeATL5086
Assets Under Management ($000)
As at : 01/31/2024

Walter Scott & Partners Ltd is an Edinburgh, Scotland-based global investment manager and has been managing global investment portfolios on behalf of private investors and institutions since 1983.

PIMCO Canada, established in 2004, is an integral part of the of the firm's global presence and strategy. Based in Toronto with professionals across the country, the Canadian team are talented PIMCO professionals who can leverage their diverse knowledge and experience to help clients optimize their allocations to both core and non-core strategies.

PIMCO's active investment process combines our top-down macroeconomic view with bottom-up research and analysis to put our best ideas around the world to work in PIMCO portfolios. We believe this approach has enabled us to give our clients an edge by anticipating economic and market developments and forecasting major inflection points – insights that may be especially valuable in today’s uncertain market environment.

CIBC Asset Management (CIBC AM) 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.

Style

Style chart: Bottom-up & Growth
Performance
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Due to securities regulation performance is not available until one year post inception.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Renaissance Investments family of funds simplified prospectus before investing. The indicated rates of return are the historical annual compounded total returns for the class A units including changes in unit value and reinvestment of all distributions, but do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds are not guaranteed. The values of many mutual funds change frequently. Past performance may not be repeated.