Renaissance Canadian Small-Cap Fund [Class F]
To seek above-average, long-term growth of capital by investing primarily in a diversified portfolio of equity securities of small- to medium-sized Canadian issuers.
Minimum Initial Investment:
Lump Sum
Initial: $500
Subsequent: $100
| Inception Date | Nov 3, 2005 |
|---|---|
| Fund Code | ATL023 |
| Assets Under Management ($000) As at : 11/01/2024 | $70,709 |
Established in 1982, Connor, Clark & Lunn Investment Management Ltd. (CC&L), is one of Canada's leading money management firms dedicated to managing assets for pension fund sponsors, capital accumulation plans, corporations, not-for-profit organizations, mutual funds and individual investors. CC&L is wholly owned by its partners and the CC&L Financial Group.
Style
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 4.9% | 13.8% | 23.5% | 33.0% | 7.2% | 17.9% | 8.5% | 8.6% |
As at: 11/01/2024
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|
| 7.1% | (7.3%) | 22.2% | 37.50% | 20.8% | (21.5%) | 0.9% | 19.1% | (6.4%) | 4.0% |
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.
†Please refer to the Annual/Interim Management Reports of Fund Performance for further details.
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed. Renaissance Canadian Small-Cap Fund Class F was awarded the 2024 Lipper Fund Award in the Canadian Small/Mid Cap Equity Fund category over the 5-year period ending July 31, 2024 out of a total of 32 funds. Fund performance for the period ended September 30, 2024 is: 27% (1 year), 7.8% (3 years), 17.2% (5 years), 7.7% (10 years) and 8.5% (since inception November 3, 2005) net of fees. LSEG Lipper Fund Awards, ©2024 LSEG. All rights reserved. Used under license
This material is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice nor does it constitute an offer or solicitation to buy or sell any securities referred to. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.
Please read the simplified prospectus before investing. To obtain a copy of the simplified prospectus, call 1-888-888-FUND (3863). Alternatively, you may obtain a copy from your advisor. The indicated rates of return are the historical annual compounded total returns 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.
Any information or discussion about the current characteristics of this mutual fund or how the portfolio manager is managing the mutual fund that is supplementary to information in the prospectus is not a discussion about material investment objectives or strategies, but solely a discussion of the current characteristics or manner of fulfilling the investment objectives and strategies, and is subject to change without notice.
Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer, nor are they guaranteed. Past performance may not be repeated. The material and/or its contents may not be reproduced without the express written consent of CIBC Asset Management Inc.
