1 Available on Class A units only. Premium class units are not eligible for the management fee discount.
2 Portfolios are not eligible to be purchased within a RRIF. You may select an individual fund instead.
3 Premium class not available for units held in an RESP.
4 Amounts refer to class A units. Minimum for Registered Retirement Income Fund is $5,000 lump sum. Minimum initial investment for premium class is $50,000.
Important information about CIBC Securities Inc. and CIBC Mutual Funds
*CIBC Mutual Funds and the CIBC Index Portfolio Rebalancing Service are offered by CIBC Securities Inc., a wholly-owned subsidiary of CIBC and are not offered, managed or promoted by Simplii Financial. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service such as the CIBC Index Portfolio Rebalancing Service. Please read the CIBC Mutual Funds and CIBC Family of Managed Portfolios Simplified Prospectus before investing. To obtain a copy, call 1-888-723-8881 and select the mutual fund option, or ask to speak to a CIBC Securities Inc. Mutual Fund Representative. [For periods greater than one year, the indicated rates of return are the average annual compound total returns as of the date indicated and all returns include changes in unit value and the reinvestment of all distributions and do not take into account sales, redemption, distribution or other optional charges or income taxes payable by any unitholder that would have reduced returns. The performance data for money market funds also shows the current yield and effective yield as of the date indicated and assumes the reinvestment of distributions only and does not take into account sales, redemption, distribution or other optional charges or income taxes payable by any unitholder that would have reduced yields.] Neither CIBC Mutual Funds nor the CIBC Index Portfolio Rebalancing Service is covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer, nor are they guaranteed by CIBC. There can be no assurance that money market funds will be able to maintain their net asset value per security at a constant amount or that the full amount of your investment will be returned to you. The values of many mutual funds, such as Income and Growth Funds, can change frequently. Past performance may not be repeated. The CIBC Index Portfolio Rebalancing Service is an asset allocation service available through CIBC Securities Inc. The portfolio manager is CIBC Global Asset Management Inc. The core asset mixes in each portfolio have been recommended by CIBC Global Asset Management Inc. The management fee discount for CIBC index mutual funds is provided by the Canadian Imperial Bank of Commerce as the manager of the funds.
The Simplii Financial special mutual fund offer is available across Canada (excluding Quebec). The information contained on this site does not constitute an offer or solicitation to buy or sell any investment fund, security or other product, service or information to any resident of Quebec, the U.S. or the U.K. or to anyone in any jurisdiction in which an offer or solicitation is not authorized or cannot legally be made or to any person to whom it is unlawful to make an offer or solicitation. The information on this site is not intended to provide specific financial, investment, tax, legal or accounting advice for you, and should not be relied upon in that regard. You should not act or rely on the information without seeking the advice of a professional.
Premium Class units of this Fund are not eligible for RESP accounts offered by CIBC Securities Inc.
"Standard & Poor's®", "S&P®", "S&P/TSX Composite", are trade-marks of Standard &Poor and have been licensed for use by Canadian Imperial Bank of Commerce. "TSX" is a trademark of TSX, Inc. and has been licensed for use by Standard & Poor's. The fund is not sponsored, endorsed, sold or promoted by Standard & Poor's or TSX, Inc., and neither Standard & Poor's nor TSX, Inc. makes any representation regarding the advisability of investing in the fund. TSX © 2010 TSX Inc. All Rights Reserved.
The S&P 500® Index is an index that is intended to represent the U.S. equity market. It includes 500 stocks representing all major industries in the United States.
Nasdaq 100®, Nasdaq 100 Index®, Nasdaq® are trade or service marks of The NASDAQ Stock Market Inc., (which, with its affiliates, are the "Corporations") and are licensed for use by CIBC Securities Inc. CIBC Nasdaq Index Fund (the "Fund") has not been passed on by the Corporations as to its legality or suitability. The Fund is not issued, endorsed, sold or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the fund.
"Wilshire®", the Wilshire IndexesSM and "Wilshire 5000 Total Market IndexSM" are service marks of Wilshire Associates Incorporated ("Wilshire") and have been licensed for use for certain purposes by CIBC Asset Management Inc. All content of the Wilshire IndexesSM and Wilshire 5000 Total Market IndexSM is © 2013 Wilshire Associates Incorporated, all rights reserved. CIBC U.S. Broad Market Index Fund (the "Fund"), based on the Wilshire 5000 Total Market IndexSM, is not sponsored, is not sponsored, endorsed, sold, or promoted by Wilshire and it makes no representation or warranties with respect to the Fund.
The MSCI indexes are the exclusive property of Morgan Stanley Capital International Inc. ("MSCI"). MSCI and the MSCI index names are service marks of MSCI or its affiliates and have been licensed for use for certain purposes by CIBC. The Fund is not sponsored, endorsed, or promoted by MSCI, and MSCI bears no liability with respect to the Fund or any index on which such Fund is based. The prospectus contains a more detailed description of the limited relationship MSCI has with CIBC and the Fund. No purchaser, seller or holder of any Fund, or any other person or entity, should use or refer to any MSCI trade name, trademark or service mark to sponsor, endorse, market or promote this product without first contacting MSCI to determine whether MSCI's permission is required. Under no circumstances may any person or entity claim any affiliation with MSCI without the prior written permission of MSCI.