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Axiom Diversified Monthly Income Portfolio [Class A]

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.

Additional Portfolio Information

    Also available in Class F
    Minimum Initial Investment Lump Sum:
    • Class A - $500 in both registered and non-registered accounts.
    • $100 for additional investments.
    Distributions: The Portfolio intends to distribute net income monthly. Net realized capital gains accumulated to date are intended to be distributed in the month of December. A portion of the distributions may consist of a return of capital.
    The target distributions are as follows†††:
    • Class A: 4% per year
    • Class T6: 6% per year
    Pre-Authorized Chequing Investment: $50 in both registered and non-registered accounts. Deposits may be made monthly, quarterly, semi-annually or annually.
    Systematic Withdrawal Plan: $50 in non-registered accounts.Withdrawals may be made monthly, quarterly, semi-annually or annually.
    Annual Management Fee (excluding applicable taxes): N/A
    Annualized Management Expense Ratio (including applicable taxes) as at Aug 31, 2023: 2.15%
    Portfolio Codes
    ATL CodesFront-End Load
    		Back-End Load
    		Low Load
    Class AATL983--
    Class-T6ATL072--
    Class FATL788
    Closed to all purchases
    Class-T8*ATL081ATL083ATL082
    Select Class*ATL929ATL931ATL930
    Select-T6*ATL075ATL077ATL076
    Elite Class*ATL953ATL955ATL954
    Class A**-ATL985ATL984
    Class T6**-ATL074ATL073
    Inception DateMar 15, 2005
    Fund CodeATL985
    Performance: May 31, 2024
    3 mo6 moYTD1 yr3 yrs5 yrs10 yrsSince Inception
    2.0%6.6%3.2%8.7%1.9%4.2%3.7%4.3%
    3 mo
    6 mo
    YTD
    1 yr
    3 yrs
    5 yrs
    10 yrs
    Since Inception
    2.0%
    6.6%
    3.2%
    8.7%
    1.9%
    4.2%
    3.7%
    4.3%

    Since Inception date : Mar 15, 2005

    Calendar Year Performance
    2023202220202019201820172016201520142013
    6.0%(8.6%)5.8%13.8%(6%)5.1%9.8%(2.3%)7.6%10.4%
    2023
    2022
    2020
    2019
    2018
    2017
    2016
    2015
    2014
    2013
    6.0%
    (8.6%)
    5.8%
    13.8%
    (6%)
    5.1%
    9.8%
    (2.3%)
    7.6%
    10.4%

    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.

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    Copyright 2024 CIBC Asset Management Inc. Renaissance Investments and Axiom Portfolios are offered by CIBC Asset Management Inc.

    Renaissance Investments family of funds the Axiom Portfolios, the CIBC Private Pools, the CIBC Fixed Income Pools, the CIBC Fixed Income Funds, the CIBC Alternative Funds and the CIBC ETFs are managed by CIBC Asset Management Inc., a subsidiary of Canadian Imperial Bank of Commerce. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.

    Please read the simplified prospectus before investing. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer, nor are they guaranteed. There can be no assurance that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. Their values change frequently and past performance may not be repeated. ®Renaissance Investments, ®Axiom and ®Axiom Portfolios are registered trademarks of CIBC Asset Management Inc. Renaissance Investments is offered by CIBC Asset Management Inc.