CSBA

CIBC

CIBC Sustainable Balanced Solution – ETF Series

Asset allocation CAD
Price: $20.10
YTD: -3.00%
MER: 0.84%

Data as of: May 14, 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

Fund Details

Provider CIBC
Category Asset allocation
AUM $25,045,602
Exchange TSX
Currency CAD
Distribution Frequency
Last Distribution
Domicile Canada

Cumulative Returns

Period Return
1 Month -4.30%
3 Months -3.00%
6 Months -2.20%
YTD -3.00%
1 Year 5.40%
3 Years 7.70%
5 Years
10 Years
Since Inception 3.50%

Annualized Returns

Period Return
1 Year 5.40%
2 Years 7.70%
3 Years 7.70%
5 Years
10 Years
Since Inception 3.50%

Annualized returns represent the average annual return over the period.

Calendar Year Returns

2026 2025 2024 2023 2022
-3.00% 8.90% 13.10% 9.20% -13.50%

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…
45.08%
2
C
CIBC Sustainable Canadian Cor…
39.58%
3
C
CIBC Sustainable Canadian Equ…
14.93%
4
C
Cash & Cash Equivalents
0.39%
5
O
Other Assets, Less Liabilities
0.03%

Geographic Allocation

1
Canada 49.7%
2
United States 34.2%
3
Japan 2.5%
4
United Kingdom 1.9%
5
Switzerland 1.9%
6
France 1.5%
7
Ireland 1.1%
8
Germany 1.1%
9
Netherlands 1.0%
10
Finland 0.9%

Sector Allocation

1
Technology 25.6%
2
Financial Services 22.2%
3
Industrials 12.8%
4
Healthcare 9.7%
5
Communication Services 8.1%
6
Consumer Cyclical 7.7%
7
Basic Materials 6.5%
8
Consumer Defensive 5.9%
9
Real Estate 0.9%
10
Utilities 0.7%