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Investment Portfolios

 

 

 

 

One of the keys to successful investing is ensuring that a portfolio is properly diversified and then monitored and rebalanced on a regular basis.


You can decide to do it yourself - choosing the right asset mix, building your portfolio of mutual funds, reviewing it regularly, and rebalancing it - or you can leave the responsibility to leading investment managers by selecting one of our portfolio solutions.

 

CIBC Axiom Portfolios from CIBC FirstCaribbean International Bank provide all of the features and benefits of sophisticated portfolio management while simplifying the reporting, management and administration of your portfolio. Axiom allows you to enjoy the benefits of diversification by asset class, geographic region, investment style, and market capitalisation. Plus, Axiom provides you with access to the accumulated knowledge and expertise of independent managers from around the world.

 

 

Four Investment Options

Choose the Axiom Portfolio that matches your investment profile, risk tolerance and time horizon.

 

Portfolio Options

 

Portfolio Selector

Data Forms

 

Flexible Pricing Options

 

Multiple Levels of Diversification

Axiom Portfolios are diversified by asset class, geographic region, investment style, and market capitalisation.

 

Professional Portfolio Management
Axiom Portfolios provide investors with access to the accumulated knowledge and expertise of professional managers from around the world.

Manager Brochure

Built-in Rebalancing

Axiom Portfolios are rebalanced on an ongoing basis to prevent overexposure or underexposure to any one asset class. Axiom portfolios are designed to maximise your potential for return, while staying within you risk tolerance.


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Availability

Now Available in the following countries: