Key stats
About CIBC SUSTAINABLE GLOBAL EQUITY FUND
Expense ratio
1.09%
Home page
Inception date
Jul 19, 2021
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
What's in the fund
Exposure type
Technology Services
Electronic Technology
Health Technology
Stock breakdown by region