Accessibility Quick Links
What is a CIBC Smart Investment Solution?
The market is always changing — how do you stay on track? With CIBC Smart Investment Solutions all-in-one portfolios, finding a modern approach to support your ambitions is simple.
Our straightforward, but sophisticated portfolios are:
- Focuses on you
- Takes a modern approach
- Combines different investment strategies
- Offers peace of mind and freedom from everyday decision making
- Maximizes your portfolio for the long and short term
- Maintains your portfolio’s alignment
- Delivers value
- Offers an easy way to start investing
- Meets income needs
CIBC Smart Investment Solutions
To purchase any of these portfolios, call 1-800-465-3863. A CIBC Mutual Funds Representative can also call you within one business day.
The Portfolio will primarily focus on generating a high level of regular income, with a secondary focus on modest long-term capital growth.
The Portfolio will primarily focus on generating regular income, with a secondary focus on long-term capital growth.
The Portfolio will focus on a balance of income and long-term capital growth.
The Portfolio will primarily focus on long-term capital growth with a secondary focus on income generation.
The Portfolio will primarily focus on long-term capital growth, with a secondary focus on modest income generation.
CIBC Smart Investment Solutions Rates
A range of income, balanced and growth portfolios designed for your individual investment goals and life stage.
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].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 Smart Income Solution - Series A Units | |||||||||||||
| CIBC Smart Income Solution Series T5 Units | |||||||||||||
| CIBC Smart Balanced Income Solution - Series A Units | |||||||||||||
| CIBC Smart Balanced Income Solution Series T5 Units | |||||||||||||
| CIBC Smart Balanced Solution - Series A Units | |||||||||||||
| CIBC Smart Balanced Solution Series T5 Units | |||||||||||||
| CIBC Smart Balanced Growth Solution - Series A Units | |||||||||||||
| CIBC Smart Balanced Growth Solution Series T5 Units | |||||||||||||
| CIBC Smart Growth Solution - Series A Units | |||||||||||||
| CIBC Smart Growth Solution Series T5 Units |
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].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 Smart Income Solution - Series F Units | |||||||||||||
| CIBC Smart Income Solution - Series FT5 Units | |||||||||||||
| CIBC Smart Balanced Income Solution - Series F Units | |||||||||||||
| CIBC Smart Balanced Income Solution - Series FT5 Units | |||||||||||||
| CIBC Smart Balanced Solution - Series F Units | |||||||||||||
| CIBC Smart Balanced Solution - Series FT5 Units | |||||||||||||
| CIBC Smart Balanced Growth Solution - Series F Units | |||||||||||||
| CIBC Smart Balanced Growth Solution - Series FT5 Units | |||||||||||||
| CIBC Smart Growth Solution - Series F Units | |||||||||||||
| CIBC Smart Growth Solution - Series FT5 Units |
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.
ETF Portfolios
This investment solution offers professionally constructed, broadly-diversified portfolios designed to keep costs low. Available at a minimum investment of $500.
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.
Access the latest regulatory documents such as ETF Facts, prospectuses, annual information forms, financial statements, management reports of fund performance and more.
What is your investment goal?