The Portfolio will seek to:
- Create a diversified portfolio of investments across several asset classes
- Invest primarily in mutual funds
- Achieve a mix of high current income and some long-term capital growth by investing primarily in a diversified blend of income and bond mutual funds, along with equity mutual funds.
We will not change the fundamental investment objectives of the Portfolio without the consent of unitholders by a majority of votes cast at a meeting of unitholders.
- $500 in both registered and non-registered accounts.
- $100 for additional investments.
- Class F: 4% per year
- Class FT6: 6% per year
| ATL Codes | Front-End Load | Back-End Load | Low Load |
|---|---|---|---|
| Class F | ATL788 | ||
| Class-FT6 | ATL821 | ||
| Inception Date | Mar 15, 2005 |
|---|---|
| Fund Code | ATL788 |
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 2.3% | 7.2% | 3.7% | 9.9% | 3.1% | 5.4% | 4.9% | 6.4% |
Since Inception date : Mar 15, 2005
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|
| 7.2% | (7.5%) | 12.5% | 7.0% | 15.0% | (5%) | 6.4% | 11.2% | (1.1%) | 8.9% |
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Axiom Portfolios are offered by CIBC Asset Management Inc. Please read the Axiom Portfolios simplified prospectus before investing. To obtain a copy of the simplified prospectus, call 1-888-888-FUND (3863). Alternatively, you may obtain a copy from your advisor. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions, but do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns.
