CSBG CIBC CIBC Sustainable Balanced Growth Solution – ETF Series

Asset allocation CAD
Price: $20.45
YTD: 3.70%
MER: 0.90%

Data as of: June 29, 2026

MER
0.90%
Management Fee
Yield
4.15%
Distribution Yield
Price
$20.45
Current Price
Holdings
5
Total Securities
Inception
Jun 2021
Fund Launch

About CSBG

CSBG (CIBC Sustainable Balanced Growth Solution – ETF Series) is an Asset allocation ETF from CIBC, listed on the TSX. The fund has a management expense ratio (MER) of 0.90%. CIBC rates the risk as low to medium.

Fund Details

Provider CIBC
Category Asset allocation
AUM $19.8M
Exchange TSX
Currency CAD
Distribution Frequency
Last Distribution
Domicile Canada

Cumulative Returns

Period Return
1 Month 3.50%
3 Months 2.60%
6 Months 2.40%
YTD 3.70%
1 Year 12.30%
3 Years
5 Years
10 Years
Since Inception

Annualized Returns

Period Return
1 Year 12.30%
2 Years 12.60%
3 Years 11.50%
5 Years
10 Years
Since Inception 5.70%

Annualized returns represent the average annual return over the period.

Calendar Year Returns

2026 2025 2024 2023 2022
3.70% 10.20% 15.40% 9.60% -14.20%

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
58.07%
2
C
CIBC Sustainable Canadian Cor…
Other
24.66%
3
C
CIBC Sustainable Canadian Equ…
Other
17.79%
4
C
Cash & Cash Equivalents
Cash
0.33%
5
O
Other Assets, Less Liabilities
Other
-0.85%

Geographic Allocation

1
United States 40.1%
2
Canada 39.9%
3
Japan 3.3%
4
United Kingdom 2.4%
5
Switzerland 2.4%
6
France 1.8%
7
Ireland 1.3%
8
Germany 1.3%
9
Netherlands 1.3%
10
Finland 1.1%

Sector Allocation

1
Technology 26.9%
2
Financial Services 24.1%
3
Industrials 12.0%
4
Healthcare 9.1%
5
Communication Services 7.9%
6
Consumer Cyclical 7.7%
7
Consumer Defensive 6.1%
8
Basic Materials 5.9%
9
Real Estate 0.2%