CSBG

CIBC

CIBC Sustainable Balanced Growth Solution – ETF Series

Asset allocation CAD
Price: $20.45
YTD: -3.90%
MER: 0.90%

Data as of: May 14, 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

Fund Details

Provider CIBC
Category Asset allocation
AUM $19,841,683
Exchange TSX
Currency CAD
Distribution Frequency
Last Distribution
Domicile Canada

Cumulative Returns

Period Return
1 Month -4.90%
3 Months -3.90%
6 Months -2.90%
YTD -3.90%
1 Year 6.20%
3 Years 8.60%
5 Years
10 Years
Since Inception 4.20%

Annualized Returns

Period Return
1 Year 6.20%
2 Years 8.30%
3 Years 8.60%
5 Years
10 Years
Since Inception 4.20%

Annualized returns represent the average annual return over the period.

Calendar Year Returns

2026 2025 2024 2023 2022
-3.90% 10.20% 15.40% 9.60% -14.20%

Performance as of: Mar 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…
57.44%
2
C
CIBC Sustainable Canadian Cor…
24.49%
3
C
CIBC Sustainable Canadian Equ…
17.54%
4
C
Cash & Cash Equivalents
0.32%
5
O
Other Assets, Less Liabilities
0.21%

Geographic Allocation

1
United States 40.9%
2
Canada 39.0%
3
Japan 3.2%
4
Switzerland 2.4%
5
United Kingdom 2.4%
6
France 1.6%
7
Ireland 1.4%
8
Germany 1.3%
9
Netherlands 1.2%
10
Finland 1.2%

Sector Allocation

1
Technology 25.9%
2
Financial Services 21.9%
3
Industrials 12.9%
4
Healthcare 9.9%
5
Communication Services 8.1%
6
Consumer Cyclical 7.7%
7
Basic Materials 6.2%
8
Consumer Defensive 6.0%
9
Real Estate 0.8%
10
Utilities 0.6%