Simplii™ Invest Mutual Fund Accounts

Get the fund facts about Simplii Invest Aggressive Growth Portfolio (PDF, 1.1 MB) .Opens a new window in your browser.

Simplii Invest portfolios are CIBC mutual funds offered to clients of Simplii Financial by Simplii Invest, a division of CIBC Securities Inc. and CIBC Asset Management Inc.

Portfolio detailsⓘ 

Inception date:

06/30/1999

Return since inception:

4.21%

CIBC weighted average MER:

1.12%

Net asset value:

$22.50

MER/CIBC weighted average MER is expressed annually.

Facts and fees

Holdings – weighted by fund and asset allocation

Fund name Weight %
CIBC Canadian Bond Index 10.00
CIBC U.S. Index 32.00
CIBC Canadian Index 20.00
CIBC European Index 20.00
CIBC Asia Pacific Index 12.00
CIBC Emerging Markets Index 6.00

Portfolio inception date: November 30, 2018

Performance

Term Growth of 10,000
1 month 10,239
1 year 10,137
3 years 13,107
5 years 14,258
10 years 27,633

Annualized returns.
Data as of February 28, 2019. Currency is displayed in CAD.

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