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Simplii™ Invest Mutual Fund Accounts
Get the fund facts about Simplii Invest Income Plus 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:
3.71%
CIBC weighted average MER:
1.05%
Net asset value:
$20.47
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 | 27.00 |
| CIBC U.S. Index | 13.00 |
| CIBC Canadian Index | 10.00 |
| CIBC European Index | 8.00 |
| CIBC Global Bond Index | 5.00 |
| CIBC Asia Pacific Index | 4.00 |
| CIBC Money Market | 3.00 |
Portfolio inception date: November 30, 2018
Performance
| Term | Growth of 10,000 |
|---|---|
| 1 month | 10,108 |
| 1 year | 10,230 |
| 3 years | 11,254 |
| 5 years | 12,004 |
| 10 years | 17,325 |
Annualized returns.
Data as of February 28, 2019. Currency is displayed in CAD.
