To achieve long-term investment returns through capital growth, by investing primarily in equity securities of Canadian issuers.
Minimum Initial Investment:
Lump Sum
Initial: $500
Subsequent: $100
| Front-End Load Option | ATL1023 |
|---|---|
| Back-End Load Option | - |
| Low Load Option | - |
| Closed to all purchases | |||||||||
| Front-End Load Option | - | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Back-End Load Option** | ATL1123 | ||||||||
| Low Load Option** | ATL2123 | ||||||||
| Inception Date | Sep 26, 2011 |
|---|---|
| Fund Code | ATL1023 |
| Assets Under Management ($000) As at : 03/28/2024 | $256,786 |
CIBC Asset Management (CIBC AM) is one of Canada's largest asset management firms and provides a broad range of high-quality global investment management solutions to retail and institutional clients.
Catharine Sterritt, CIBC Asset Management Inc.
Catharine Sterritt is a member of the Equities team and is responsible for supporting Canadian equity portfolios.
Prior to joining CIBC Asset Management in 2017, Ms. Sterritt was Managing Director, Global Equity, Absolute Return/Arbitrage at Scotia Capital Inc. She has over 25 years of experience in equities and is a specialist in event-driven investment opportunities, including risk arbitrage, financial or operational stress, recapitalizations and regulatory changes. Ms. Sterritt is also a recognized authority on mergers and acquisitions, regulatory issues and corporate governance. She has been a regular commentator on Business News Network (BNN) and serves on the executive committee of 100 Women in Finance — Toronto.
Ms. Sterritt holds an Honours Bachelor of Business Administration degree from Wilfrid Laurier University. She is a CPA, CMA, and is also a CFA charterholder.
Style
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 7.0% | 14.7% | 7.0% | 15.1% | 7.1% | 8.8% | 5.3% | 6.5% |
As at: 03/28/2024
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|
| 9.2% | (6.9%) | 19.2% | 5.70% | 26.1% | (12.7%) | 8.2% | 11.8% | (7.5%) | 4.8% |
Value of $10,000 invested since inception
The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the fund or returns on investment in the fund.
†The management fee has changed effective September 1, 2016. The management expense ratio (MER) for the financial year ending August 31, 2017 will be based on the total expenses of the Fund for that financial year (excluding commissions and other portfolio transaction costs). The Manager may waive and/or absorb management fees and operating expenses at its discretion. The practice of waiving and/or absorbing management fees and operating expenses may continue indefinitely or may be terminated at any time without notice to unitholders.
†Please refer to the Annual/Interim Management Reports of Fund Performance for further details.
**Effective May 13, 2022, all deferred sales charge (referred to as DSC) purchase options (i.e. back-end load and low-load options) are closed to new purchases, including purchases through pre-authorized chequing plans. Switches to units of another Fund managed by CIBC Asset Management Inc. under the same DSC purchase option will continue to be available.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Renaissance Investments family of funds simplified prospectus before investing. The indicated rates of return are the historical annual compounded total returns for the class A units including changes in unit value and reinvestment of all distributions, but do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds are not guaranteed. The values of many mutual funds change frequently. Past performance may not be repeated.
