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.

Holdings – weighted by fund and asset allocation

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.

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