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CIBC Passive Portfolios
What is a CIBC Passive Portfolio?
A CIBC Passive Portfolio is a simple, all-in-one investment solution with diversified global investment exposure, automatic rebalancing and a lower cost. Clients that invest a minimum of $500 can choose an appropriate portfolio based on their needs, objectives and risk tolerance. CIBC Passive Portfolios are made up of CIBC Index Mutual Funds, that may include exchange-traded funds, and the returns will approximate the performance of various markets.
Benefits
- Built using the principles of strategic asset allocation
- Automatic rebalancing of portfolios
- Affordable solution
- RRSP, TFSA and RRIF eligible
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.
CIBC Passive Portfolios
To purchase any of the following portfolios, have a CIBC Mutual Fund Representative call you within 1 business day or call 1-800-465-3863.
The Portfolio seeks to achieve a combination of income and some long-term capital growth by investing primarily in a diverse mix of fixed income and equity mutual funds that employ passive investment strategies (that may include exchange-traded funds).
The Portfolio seeks to achieve a balance of income and long-term capital growth by investing primarily in a diverse mix of fixed income and equity mutual funds that employ passive investment strategies (that may include exchange-traded funds).
The Portfolio seeks to achieve a combination of long-term capital growth and some income by investing primarily in a diverse mix of fixed income and equity mutual funds that employ passive investment strategies (that may include exchange-traded funds).
CIBC Passive Portfolio Rates
A range of portfolios that aim to provide returns that approximate the performance of various markets.
Rates of return (%)1 as of RDS%update[7].480.published(null_null_null_Year to Date_T,null,1,null)(#M# #d#, #Y#)%
Current prices as of RDS%update[7].350.published(null,null,13,null)(#M# #d#, #Y#)%
Previous prices as of RDS%update[7].350.historical(null,null,13,null)(#M# #d#, #Y#)%
| Current Price $ | Previous Price $ | Change $ | 1 mth |
6 mths | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception | Inception Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CIBC Conservative Passive Portfolio - Class A Units | RDS%rate[7].350.published(null,null,13,null)(#RX#)% | RDS%rate[7].350.historical(null,null,13,null)(#RX#)% | RDS%rate[7].350.published(null,null,13,null)(#OX4#)% - %rate[7].350.historical(null,null,13,null)(#OX4#)% | RDS%rate[7].350.published(1_null_null_Month_T,null,1,null)(#OX2#)% | RDS%rate[7].350.published(6_null_null_Months_T,null,1,null)(#OX2#)% | RDS%rate[7].350.published(1_null_null_Year_T,null,1,null)(#OX2#)% | RDS%rate[7].350.published(3_null_null_Years_T,null,1,null)(#OX2#)% |
N/A | N/A | RDS%rate[7].350.published(null_null_null_Since Inception_T,null,1,null)(#OX2#)% | RDS%inception[7].350.Published(null,null,13,null)(#mm#/#yy#)% | |
| CIBC Balanced Passive Portfolio - Class A Units | RDS%rate[7].360.published(null,null,13,null)(#RX#)% |
RDS%rate[7].360.historical(null,null,13,null)(#RX#)% |
RDS%rate[7].360.published(null,null,13,null)(#OX4#)% - %rate[7].360.historical(null,null,13,null)(#OX4#)% |
RDS%rate[7].360.published(1_null_null_Month_T,null,1,null)(#OX2#)% |
RDS%rate[7].360.published(6_null_null_Months_T,null,1,null)(#OX2#)% |
RDS%rate[7].360.published(1_null_null_Year_T,null,1,null)(#OX2#)% |
RDS%rate[7].360.published(3_null_null_Years_T,null,1,null)(#OX2#)% |
N/A | N/A | RDS%rate[7].360.published(null_null_null_Since Inception_T,null,1,null)(#OX2#)% |
RDS%inception[7].360.Published(null,null,13,null)(#mm#/#yy#)% |
|
| CIBC Balanced Growth Passive Portfolio - Class A Units | RDS%rate[7].370.published(null,null,13,null)(#RX#)% | RDS%rate[7].370.historical(null,null,13,null)(#RX#)% | RDS%rate[7].370.published(null,null,13,null)(#OX4#)% - %rate[7].370.historical(null,null,13,null)(#OX4#)% | RDS%rate[7].370.published(1_null_null_Month_T,null,1,null)(#OX2#)% | RDS%rate[7].370.published(6_null_null_Months_T,null,1,null)(#OX2#)% | RDS%rate[7].370.published(1_null_null_Year_T,null,1,null)(#OX2#)% | RDS%rate[7].370.published(3_null_null_Years_T,null,1,null)(#OX2#)% |
N/A | N/A | RDS%rate[7].370.published(null_null_null_Since Inception_T,null,1,null)(#OX2#)% | RDS%inception[7].370.Published(null,null,13,null)(#mm#/#yy#)% |
Rates of return (%)1 as of RDS%update[7].480.published(null_null_null_Year to Date_T,null,1,null)(#M# #d#, #Y#)%
Current prices as of RDS%update[7].350.published(null,null,13,null)(#M# #d#, #Y#)%
Previous prices as of RDS%update[7].350.historical(null,null,13,null)(#M# #d#, #Y#)%
| Current Price $ | Previous Price $ | Change $ | 1 mth |
6 mths | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception | Inception Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CIBC Conservative Passive Portfolio - Class F Units | RDS%rate[7].352.published(null,null,13,null)(#RX#)% | RDS%rate[7].352.historical(null,null,13,null)(#RX#)% |
RDS%rate[7].352.published(null,null,13,null)(#OX4#)% - %rate[7].352.historical(null,null,13,null)(#OX4#)% |
RDS%rate[7].352.published(1_null_null_Month_T,null,1,null)(#OX2#)% |
RDS%rate[7].352.published(6_null_null_Months_T,null,1,null)(#OX2#)% |
RDS%rate[7].352.published(1_null_null_Year_T,null,1,null)(#OX2#)% |
RDS%rate[7].352.published(3_null_null_Years_T,null,1,null)(#OX2#)% |
N/A | N/A | RDS%rate[7].352.published(null_null_null_Since Inception_T,null,1,null)(#OX2#)% |
RDS%inception[7].352.Published(null,null,13,null)(#mm#/#yy#)% |
|
| CIBC Balanced Passive Portfolio - Class F Units | RDS%rate[7].362.published(null,null,13,null)(#RX#)% |
RDS%rate[7].362.historical(null,null,13,null)(#RX#)% |
RDS%rate[7].362.published(null,null,13,null)(#OX4#)% - %rate[7].362.historical(null,null,13,null)(#OX4#)% |
RDS%rate[7].362.published(1_null_null_Month_T,null,1,null)(#OX2#)% |
RDS%rate[7].362.published(6_null_null_Months_T,null,1,null)(#OX2#)% |
RDS%rate[7].362.published(1_null_null_Year_T,null,1,null)(#OX2#)% |
RDS%rate[7].362.published(3_null_null_Years_T,null,1,null)(#OX2#)% |
N/A | N/A | RDS%rate[7].362.published(null_null_null_Since Inception_T,null,1,null)(#OX2#)% |
RDS%inception[7].362.Published(null,null,13,null)(#mm#/#yy#)% |
|
| CIBC Balanced Growth Passive Portfolio - Class F Units | RDS%rate[7].372.published(null,null,13,null)(#RX#)% |
RDS%rate[7].372.historical(null,null,13,null)(#RX#)% |
RDS%rate[7].372.published(null,null,13,null)(#OX4#)% - %rate[7].372.historical(null,null,13,null)(#OX4#)% |
RDS%rate[7].372.published(1_null_null_Month_T,null,1,null)(#OX2#)% |
RDS%rate[7].372.published(6_null_null_Months_T,null,1,null)(#OX2#)% |
RDS%rate[7].372.published(1_null_null_Year_T,null,1,null)(#OX2#)% |
RDS%rate[7].372.published(3_null_null_Years_T,null,1,null)(#OX2#)% |
N/A | N/A | RDS%rate[7].372.published(null_null_null_Since Inception_T,null,1,null)(#OX2#)% |
RDS%inception[7].372.Published(null,null,13,null)(#mm#/#yy#)% |
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.
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