What is Managed Portfolio Services (MPS)?

Benefits

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 Growth Plus Portfolio

The Portfolio will focus on long-term capital growth.

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.

CIBC Managed Portfolio Services Rates

A range of income, balanced and growth portfolios to match every investor’s profile.

Rates of return (%)1 as of RDS%update[7].830.published(null_null_null_Year to Date_T,null,1,null)(#M# #d#, #Y#)%

Current prices as of RDS%update[7].830.published(null,null,13,null)(#M# #d#, #Y#)%

Previous prices as of RDS%update[7].830.historical(null,null,13,null)(#M# #d#, #Y#)%

Fund

Current

price $

Previous

price $

 Change $ YTD 1 mth 3 mths 6 mths 1 yr 3 yrs 5 yrs 10 yrs

Since

inception

Inception

date
CIBC Managed Income Portfolio - Class A Units
CIBC Managed Income Portfolio - Class A T4 Units
CIBC Managed Income Portfolio - Class A T6 Units
CIBC Managed Income Plus Portfolio - Class A Units
CIBC Managed Income Plus Portfolio - Class A T4 Units
CIBC Managed Income Plus Portfolio - Class A T6 Units
CIBC Managed Balanced Portfolio - Class A Units
CIBC Managed Balanced Portfolio - Class A T4 Units
CIBC Managed Balanced Portfolio - Class A T6 Units
CIBC Managed Balanced Portfolio - Class A T8 Units
CIBC Managed Monthly Income Balanced Portfolio - Class A Units
CIBC Managed Monthly Income Balanced Portfolio - Class A T6 Units
CIBC Managed Monthly Income Balanced Portfolio - Class A T8 Units
CIBC Managed Balanced Growth Portfolio - Class A Units
CIBC Managed Balanced Growth Portfolio - Class A T4 Units
CIBC Managed Balanced Growth Portfolio - Class A T6 Units
CIBC Managed Balanced Growth Portfolio - Class A T8 Units
CIBC Managed Growth Portfolio - Class A Units
CIBC Managed Growth Portfolio - Class A T4 Units
CIBC Managed Growth Portfolio - Class A T6 Units
CIBC Managed Growth Portfolio - Class A T8 Units
CIBC Managed Growth Plus Portfolio - Class A Units
CIBC Managed Growth Plus Portfolio - Class A T4
CIBC Managed Growth Plus Portfolio - Class A T6
CIBC Managed Growth Plus Portfolio - Class A T8

Rates of return (%)1 as of RDS%update[7].830.published(null_null_null_Year to Date_T,null,1,null)(#M# #d#, #Y#)%

Current prices as of RDS%update[7].830.published(null,null,13,null)(#M# #d#, #Y#)%

Previous prices as of RDS%update[7].830.historical(null,null,13,null)(#M# #d#, #Y#)%

Fund

Current

price $

Previous

price $

 Change $ YTD 1 mth 3 mths 6 mths 1 yr 3 yrs 5 yrs 10 yrs

Since

inception

Inception

date
CIBC Managed Income Portfolio - Class F Units
CIBC Managed Income Portfolio - Class F T4 Units
CIBC Managed Income Portfolio - Class F T6 Units
CIBC Managed Income Plus Portfolio - Class F Units
CIBC Managed Income Plus Portfolio - Class F T4 Units
CIBC Managed Income Plus Portfolio - Class F T6 Units
CIBC Managed Balanced Portfolio - Class F Units
CIBC Managed Balanced Portfolio - Class F T4 Units
CIBC Managed Balanced Portfolio - Class F T6 Units
CIBC Managed Balanced Portfolio - Class F T8 Units
CIBC Managed Monthly Income Balanced Portfolio - Class F Units
CIBC Managed Monthly Income Balanced Portfolio - Class F T6 Units
CIBC Managed Monthly Income Balanced Portfolio - Class F T8 Units
CIBC Managed Balanced Growth Portfolio - Class F Units
CIBC Managed Balanced Growth Portfolio - Class F T4 Units
CIBC Managed Balanced Growth Portfolio - Class F T6 Units
CIBC Managed Balanced Growth Portfolio - Class F T8 Units
CIBC Managed Growth Portfolio - Class F Units
CIBC Managed Growth Portfolio - Class F T4 Units
CIBC Managed Growth Portfolio - Class F T6 Units
CIBC Managed Growth Portfolio - Class F T8 Units
CIBC Managed Aggressive Growth Portfolio - Class F Units
CIBC Managed Aggressive Growth Portfolio - Class F T4
CIBC Managed Aggressive Growth Portfolio - Class F T6
CIBC Managed Aggressive Growth Portfolio - Class F T8
Return to options

CIBC U.S. Dollar Managed Portfolio Services Rates

Rates of return (%)1 as of RDS%update[7].830.published(null_null_null_Year to Date_T,null,1,null)(#M# #d#, #Y#)%

Current prices as of RDS%update[7].830.published(null,null,13,null)(#M# #d#, #Y#)%

Previous prices as of RDS%update[7].830.historical(null,null,13,null)(#M# #d#, #Y#)%

Fund

Current

price $

Previous

price $

 Change $ YTD 1 mth 3 mths 6 mths 1 yr 3 yrs 5 yrs 10 yrs

Since

inception

Inception

date
CIBC U.S. Dollar Managed Income Portfolio5 - Class A Units
CIBC U.S. Dollar Managed Income Portfolio5 - Class A T4 Units
CIBC U.S. Dollar Managed Income Portfolio5 - Class A T6 Units
CIBC U.S. Dollar Managed Balanced Portfolio5 - Class A Units
CIBC U.S. Dollar Managed Balanced Portfolio5 - Class A T4 Units
CIBC U.S. Dollar Managed Balanced Portfolio5 - Class A T6 Units
CIBC U.S. Dollar Managed Balanced Portfolio5 - Class A T8 Units
CIBC U.S. Dollar Managed Growth Portfolio5 - Class A Units
CIBC U.S. Dollar Managed Growth Portfolio5 - Class A T4 Units
CIBC U.S. Dollar Managed Growth Portfolio5 - Class A T6 Units
CIBC U.S. Dollar Managed Growth Portfolio5 - Class A T8 Units

Rates of return (%)1 as of RDS%update[7].830.published(null_null_null_Year to Date_T,null,1,null)(#M# #d#, #Y#)%

Current prices as of RDS%update[7].830.published(null,null,13,null)(#M# #d#, #Y#)%

Previous prices as of RDS%update[7].830.historical(null,null,13,null)(#M# #d#, #Y#)%

Fund

Current

price $

Previous

price $

 Change $ YTD 1 mth 3 mths 6 mths 1 yr 3 yrs 5 yrs 10 yrs

Since

inception

Inception

date
CIBC U.S. Dollar Managed Income Portfolio5 - Class F Units
CIBC U.S. Dollar Managed Income Portfolio5 - Class F T4 Units
CIBC U.S. Dollar Managed Income Portfolio5 - Class F T6 Units
CIBC U.S. Dollar Managed Balanced Portfolio5 - Class F Units
CIBC U.S. Dollar Managed Balanced Portfolio5 - Class F T4 Units
CIBC U.S. Dollar Managed Balanced Portfolio5 - Class F T6 Units
CIBC U.S. Dollar Managed Balanced Portfolio5 - Class F T8 Units
CIBC U.S. Dollar Managed Growth Portfolio5 - Class F Units
CIBC U.S. Dollar Managed Growth Portfolio5 - Class F T4 Units
CIBC U.S. Dollar Managed Growth Portfolio5 - Class F T6 Units
CIBC U.S. Dollar Managed Growth Portfolio5 - Class F T8 Units
Return to options

Additional portfolio services

Smart Investment Solutions

For clients seeking modern all-in-one investment solutions designed for their individual investment goals and life stage. Smart Investment Solutions are carefully crafted based on strategic asset allocation and optimally blends both active and passive investments.

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. 

Tools and resources

All mutual funds performance

Compare performance for all of our mutual funds, whether you're looking for Savings Funds, Income Funds, Growth Funds or our Managed Portfolios.

Fund Facts Opens in a new window.

Fund Facts highlight key information about our investment products for investors, including performance, risk and the costs of buying and owning a fund.

Reporting and Governance about reporting and governance.

Access the latest regulatory documents such as ETF Facts, prospectuses, annual information forms, financial statements, management reports of fund performance and more.

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