CIBC SUSTAINABLE GLOBAL EQUITY FUNDCIBC SUSTAINABLE GLOBAL EQUITY FUNDCIBC SUSTAINABLE GLOBAL EQUITY FUND

CIBC SUSTAINABLE GLOBAL EQUITY FUND

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Key stats

Assets under management (AUM)
‪2.32 M‬CAD
Fund flows (1Y)
Dividend yield (indicated)
Discount/Premium to NAV
−0.4%

About CIBC SUSTAINABLE GLOBAL EQUITY FUND

Issuer
Canadian Imperial Bank of Commerce
Brand
CIBC
Expense ratio
1.09%
Home page
Inception date
Jul 19, 2021
Index tracked
No Underlying Index
Management style
Active
The fund integrates responsible investing (RI) principles into their fundamental selection process. The fund seeks to provide long-term capital growth from an actively managed portfolio of global companies exhibiting environmental, social, and governance traits. An exclusionary screen is initially applied to remove companies involved in weapons, nuclear power, tobacco and cannabis, adult entertainment, gambling, and fossil fuels. Remaining firms are then evaluated based on their ESG policies and practices to identify companies that have sustainable competitive advantage relative to their industry peers. The final portfolio is diversified to include companies of all sizes, without bias to any sector. The fund may use derivatives such as options, futures, forward contracts and swaps for both hedging and non-hedging purposes. CSGE is part of the CIBC Sustainable Global Equity Fund, an investment suite that offers ETF and mutual fund series units, all of which utilize the RI strategy.

Classification

Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary

Returns

1 month3 monthsYear to date1 year3 years5 years
Price performance
NAV total return

What's in the fund

As of April 29, 2024
Exposure type
StocksBonds, Cash & Other
Technology Services
Electronic Technology
Health Technology
Stocks98.52%
Technology Services22.94%
Electronic Technology13.77%
Health Technology10.93%
Finance7.33%
Retail Trade6.95%
Commercial Services6.10%
Consumer Non-Durables5.62%
Process Industries5.56%
Consumer Services3.90%
Transportation3.68%
Distribution Services3.57%
Health Services2.83%
Industrial Services2.67%
Producer Manufacturing2.67%
Bonds, Cash & Other1.48%
Cash1.48%
Stock breakdown by region
74%21%4%
North America74.35%
Europe21.37%
Asia4.29%
Latin America0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings

Dividends

Dividend payout history

Assets under management (AUM)

Fund Flows