Managed Portfolio Services | Mutual Funds

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What is Managed Portfolio Services (MPS)?

MPS is an all-in-one investment solution that frees you from the time consuming tasks of researching, monitoring and rebalancing your portfolio. With as little as $500, you can invest in a professionally managed MPS portfolio which includes a mix of mutual funds tailored to your investor profile.

Benefits

Professional portfolio management expertise
A range of fully diversified portfolios to match every investor's needs
Continuous monitoring and rebalancing of portfolios
Affordable and easy to invest in
Multiple tax-efficient payout options available through T-Class portfolios
U.S. dollar portfolio options
RRSP, TFSA and RRIF eligible

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CIBC Managed Portfolios C I B C Managed Portfolios

To purchase any of these portfolios, call 1-800-465-3863 or have a CIBC Mutual Funds Representative call you within 1 business day.

CIBC Managed Income Portfolio

The Portfolio will focus primarily on generating a high level of regular income with a secondary focus on modest capital growth.

CIBC Managed Income Plus Portfolio

The Portfolio will focus primarily on generating regular income with a secondary focus on capital growth.

CIBC Managed Balanced Portfolio

The Portfolio will focus on a balance of income and long-term capital growth.

CIBC Managed Monthly Income Balanced Portfolio

The Portfolio will attempt to provide a high level of regular monthly income and long-term capital growth.

CIBC Managed Balanced Growth Portfolio

The Portfolio will focus primarily on long-term capital growth with a secondary focus on income generation.

CIBC Managed Growth Portfolio

The Portfolio will focus primarily on long-term capital growth with a secondary focus on modest income generation.

CIBC Managed Aggressive Growth Portfolio

The Portfolio will focus on long-term capital growth.
CIBC U.S. Dollar Managed Portfolios C I B C U S Dollar Managed Portfolios

To purchase any of these portfolios, call 1-800-465-3863 or have a CIBC Mutual Funds Representative call you within 1 business day.

CIBC U.S. Dollar Managed Income Portfolio

The Portfolio will focus primarily on generating a high level of regular income with a secondary focus on modest capital growth.

CIBC U.S. Dollar Managed Balanced Portfolio

The Portfolio will focus on a balance of income and long-term capital growth.

CIBC U.S. Dollar Managed Growth Portfolio

The Portfolio will focus primarily on long-term capital growth with a secondary focus on modest income generation.

* CIBC U.S. Dollar Managed Portfolios are not eligible for registered accounts offered by CIBC Securities Inc., but other registered dealers or brokers may allow you to hold these portfolios in registered accounts.

View all performance

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What is your investment goal?

Knowing your goals can help determine what type of investments you should be considering. Try our Investor Profile tool to guide you towards the right solution.

Tools and resources

CIBC Mutual Funds and CIBC Family of Portfolios – Simplified Prospectus (PDF, 1.3 MB)

Introducing T-Class on CIBC MPS (PDF, 390 KB)

Fund Factsabout C I B C investment products. Opens a new window in your browser

Additional portfolio services

Personal Portfolio Services

For clients with $100,000 or more in household investable assets, CIBC Personal Portfolio Services offers professional investment management with exclusive client servicing.

Passive Portfolios

This investment solution offers professionally constructed, broadly-diversified portfolios designed to keep costs low. Available at a minimum investment of $5,000.

Axiom Portfolios^®

Axiom Portfolios provide the benefit of sophisticated portfolio management, while simplifying the administration, management and reporting of a portfolio. Available at a minimum investment of $25,000 per portfolio.

Questions?

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CIBC Securities Inc. is a wholly-owned subsidiary of CIBC and is the principal distributor of the CIBC Mutual Funds and the CIBC Family of Managed Portfolios. The CIBC Family of Managed Portfolios consists of CIBC Managed Portfolios and CIBC U.S. Dollar Managed Portfolios, which are mutual funds that invest primarily in CIBC Mutual Funds. CIBC Managed Portfolio Services is a service that helps you select an appropriate professionally built CIBC Managed Portfolio or CIBC U.S. Dollar Managed Portfolio. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the CIBC Mutual Funds and CIBC Family of Managed Portfolios simplified prospectus before investing. To obtain a copy, call CIBC Securities Inc. at 1-800-465-FUND (3863) or ask your advisor. The indicated rates of return are the historical annual compounded total returns as of the date indicated, including changes in unit value and reinvestment of all distributions, but do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. For money market funds, the performance data provided assumes the reinvestment of distributions only but does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer, nor are they guaranteed. There can be no assurance that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. The values of many mutual funds change frequently. Past performance may not be repeated. Current yield is an annualized historical yield based on the seven-day period ended on the date indicated and does not represent an actual one-year return.

You can hold units of any fund/portfolio available for purchase in U.S. dollars in non-registered accounts with CIBC Securities Inc. Certain funds/portfolios available for purchase in U.S. dollars can be held in some registered plans offered by CIBC Securities Inc. You can hold units of CIBC U.S. Dollar Money Market Fund in an RRSP or a TFSA with CIBC Securities Inc. You can hold units of the U.S. Dollar Managed Portfolios and other funds available for purchase in U.S. dollars in a TFSA with CIBC Securities Inc. You cannot hold units of any other funds available for purchase in U.S. dollars in other registered plans with CIBC Securities Inc. Other dealers may allow you to hold units of these funds in their registered accounts.

CIBC Mutual Funds and CIBC Family of Managed Portfolios are available across Canada. The information contained on this site does not constitute an offer or solicitation to buy or sell any investment fund, security or other product, service or information to any resident of the U.S. or the U.K. or to anyone in any jurisdiction in which an offer or solicitation is not authorized or cannot legally be made or to any person to whom it is unlawful to make an offer or solicitation.

CIBC representatives offering mutual funds in Quebec are "Mutual Fund Representatives" of CIBC Securities Inc.

The information is not intended to provide specific financial, investment, tax, legal or accounting advice for you, and should not be relied upon in that regard. You should not act or rely on the information without seeking the advice of a professional.

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CIBC Managed Portfolio Services®