Accessibility links
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.
All portfolios
- Conservative Income
- Income
- Income Plus
- Balanced
- Balanced Growth
- Growth
- Aggressive Growth
