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Axiom Balanced Income Portfolio Elite (0P000077J4)

Toronto

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13.463 -0.014 -0.10%

18/07 - Closed. Currency in CAD

Type: Fund

Market: Canada

Asset Class: Bond

Morningstar Rating:
Total Assets: 66.27M

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0P000077J4 Holdings

Comprehensive information about top holdings and Key Holding Information for the Axiom Balanced Income Portfolio Elite (0P000077J4) fund. Our Axiom Balanced Income Portfolio Elite portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	4.550	5.570	1.020
Shares	38.750	38.750	0.000
Bonds	56.540	57.100	0.560
Convertible	0.090	0.090	0.000
Preferred	0.020	0.020	0.000
Other	0.060	0.320	0.260

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.364	16.129
Price to Book	2.400	2.278
Price to Sales	2.094	1.849
Price to Cash Flow	10.606	9.630
Dividend Yield	2.650	2.741
5 Years Earnings Growth	9.070	9.280

Sector Allocation

Name	Net %	Category Average
Financial Services	25.940	23.772
Technology	16.430	13.258
Industrials	12.810	12.410
Energy	11.120	10.338
Basic Materials	6.870	6.149
Consumer Cyclical	6.760	8.138
Healthcare	5.790	5.977
Communication Services	4.570	5.364
Consumer Defensive	4.010	6.993
Utilities	2.930	4.707
Real Estate	2.780	2.974

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 7

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Renaissance Cdn Fixed Income Priv Pool	-	59.95	-	-
Renaissance Equity Income Private Pool	-	12.23	-	-
Renaissance U.S. Equity Pri Pool	-	9.74	-	-
Renaissance Cdn Equity Private Pool	-	8.83	-	-
Renaissance Intl Equity Private Pool	-	5.93	-	-
Renaissance Emerg Markets Eq Priv Pool	-	2.95	-	-

Top Bond Funds by CIBC Asset Management Inc

Name	Total Assets	YTD%	3Y%	10Y%
Axiom Balanced Income Portfolio Cla	66.27M	3.60	8.26	4.67
Axiom Balanced Income Portfolio ET4	66.27M	3.32	7.68	4.21
Axiom Balanced Income Portfolio ST4	66.27M	3.15	7.33	3.80
Axiom Balanced Income Portfolio Sel	66.27M	3.11	7.24	3.73

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