Investor suitability

For those who:

  • want US equity exposure on a CAD hedged basis
  • want a dynamic mandate that can incorporate fixed income exposure during periods of equity weakness
  • want to receive regular quarterly cash flows (if any)
  • can tolerate medium risk

Fund overview

The Fund has been designed to replicate the performance of the CIBC U.S. TrendLeaders Index, net of expenses. The Index is comprised of a portfolio of equity securities of U.S. companies. The Index employs a proprietary rules-based model developed by CIBC World Markets which systematically and objectively selects and ranks securities based on the duration and longevity of certain underlying trend-strengths and incorporates an objective quantitative filter for technical factors.


Fund/ETF Facts (2022-12-01)

Inception date

2017-06-28

Termination date

2024-04-05

Asset class

U.S. Equity

Income distribution

Quarterly

Exchange

Growth of $10,000