The Portfolio will seek to:
- Create a diversified portfolio of investments across several asset classes
- Emphasize foreign investment exposure (which excludes Canada)
- Invest primarily in mutual funds
- Achieve long-term capital growth by investing primarily in U.S. and international equity mutual funds that provide exposure to a number of industrialized countries outside of Canada including countries in Europe, the Far East and Asia and emerging market countries, with some global exposure to fixed income securities for diversification. The overall fund objective can be considered aggressive.
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.
- Class A - $500 in both registered and non-registered accounts.
- $100 for additional investments.
| ATL Codes | Front-End Load | Back-End Load | Low Load |
|---|---|---|---|
| Class A | ATL998 | - | - |
| Class-T4 | ATL2709 | - | - |
| Class-T6 | ATL2712 | - | - |
| Class F | ATL794 | ||
| Closed to all purchases | |||
| Class A* | - | ATL999 | ATL778 |
| Class T4* | - | ATL2711 | ATL2710 |
| Class T6* | - | ATL2714 | ATL2713 |
| Inception Date | Mar 15, 2005 |
|---|---|
| Fund Code | ATL778 |
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 2.9% | 10.7% | 8.4% | 15.7% | 3.5% | 7.2% | 7.4% | 4.9% |
Since Inception date : Mar 15, 2005
| 2023 | 2022 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|
| 13.3% | (15.9%) | 14.4% | 16.0% | (2.6%) | 15.3% | (0.5%) | 14.8% | 9.6% | 22.4% |
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.
