Simplii™ Invest Mutual Fund Accounts

Get the fund facts about Simplii Invest Balanced Growth Portfolio (PDF, 1.2 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:

4.27%

CIBC weighted average MER:

1.11%

Net asset value:

$22.77

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 25.00
CIBC Canadian Short-Term Bond Index 5.00
CIBC U.S. Index 23.00
CIBC Canadian Index 17.00
CIBC European Index 13.00
CIBC Global Bond Index 5.00
CIBC Asia Pacific Index 8.00
CIBC Emerging Markets Index 4.00

Portfolio inception date: November 30, 2018

Performance

Term Growth of 10,000
1 month 10,179
1 year 10,204
3 years 12,297
5 years 13,239
10 years 22,761

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

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