CIBC Passive Portfolios

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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 $5,000 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

Tools and resources

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.

CIBC Conservative Passive Portfolio

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).

CIBC Balanced Passive Portfolio

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).

CIBC Balanced Growth Passive Portfolio

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).

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Additional portfolio services

CIBC Managed Portfolio Services

This service provides access to professional money management in a diversified portfolio. Clients with a minimum investment of $500 select an appropriate CIBC Managed Portfolio based on their needs, objectives and risk tolerances. CIBC Managed Portfolios are mutual funds that invest in other CIBC Mutual Funds.

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.