Simplii™ Invest Mutual Fund Accounts

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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:

4.31%

CIBC weighted average MER:

1.11%

Net asset value:

$22.95

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 10,221
1 year 10,214
3 years 12,804
5 years 13,782
10 years 25,611

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

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