CSBA CIBC CIBC Sustainable Balanced Solution – ETF Series

Asset allocation CAD
Price: $20.10
YTD: 3.30%
MER: 0.84%

Data as of: June 29, 2026

MER
0.84%
Management Fee
Yield
0.79%
Distribution Yield
Price
$20.10
Current Price
Holdings
5
Total Securities
Inception
Jun 2021
Fund Launch

About CSBA

CSBA (CIBC Sustainable Balanced Solution – ETF Series) is an Asset allocation ETF from CIBC, listed on the TSX. The fund has a management expense ratio (MER) of 0.84%. CIBC rates the risk as low to medium.

Fund Details

Provider CIBC
Category Asset allocation
AUM $26.5M
Exchange TSX
Currency CAD
Distribution Frequency
Last Distribution
Domicile Canada

Cumulative Returns

Period Return
1 Month 3.00%
3 Months 2.00%
6 Months 2.10%
YTD 3.30%
1 Year 10.60%
3 Years
5 Years
10 Years
Since Inception

Annualized Returns

Period Return
1 Year 10.60%
2 Years 11.30%
3 Years 10.10%
5 Years
10 Years
Since Inception 4.80%

Annualized returns represent the average annual return over the period.

Calendar Year Returns

2026 2025 2024 2023 2022
3.30% 8.90% 13.10% 9.20% -13.50%

Performance as of: May 31, 2026

Growth of $10,000

Compare with other ETFs
Initial Investment
$
Monthly Contribution
$

TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.

Top Holdings

Latest data
# Name Ticker Weight
1
C
CIBC Sustainable Global Equit…
Other
44.76%
2
C
CIBC Sustainable Canadian Cor…
Other
39.32%
3
C
CIBC Sustainable Canadian Equ…
Other
15.10%
4
O
Other Assets, Less Liabilities
Other
0.45%
5
C
Cash & Cash Equivalents
Cash
0.38%

Geographic Allocation

1
Canada 50.6%
2
United States 33.3%
3
Japan 2.6%
4
United Kingdom 2.0%
5
Switzerland 1.9%
6
France 1.7%
7
Ireland 1.0%
8
Germany 1.0%
9
Netherlands 1.0%
10
Finland 0.9%

Sector Allocation

1
Technology 26.6%
2
Financial Services 24.6%
3
Industrials 11.8%
4
Healthcare 8.9%
5
Communication Services 7.8%
6
Consumer Cyclical 7.7%
7
Basic Materials 6.2%
8
Consumer Defensive 6.1%
9
Real Estate 0.2%