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Simplii™ Invest Mutual Fund Accounts
Get the fund facts about Simplii Invest Balanced 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:
4.12%
CIBC weighted average MER:
1.09%
Net asset value:
$22.11
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 | 30.00 |
| CIBC Canadian Short-Term Bond Index | 15.00 |
| CIBC U.S. Index | 18.00 |
| CIBC Canadian Index | 16.00 |
| CIBC European Index | 10.00 |
| CIBC Global Bond Index | 5.00 |
| CIBC Asia Pacific Index | 6.00 |
Portfolio inception date: November 30, 2018
Performance
| Term | Growth of 10,000 |
|---|---|
| 1 month | 10,150 |
| 1 year | 10,254 |
| 3 years | 11,755 |
| 5 years | 12,610 |
| 10 years | 19,986 |
Annualized returns.
Data as of February 28, 2019. Currency is displayed in CAD.
