To achieve long-term investment return through a combination of income and capital growth by investing primarily in a diversified portfolio of Canadian equity securities, investment grade bonds and money market instruments.
Minimum Initial Investment:
Lump Sum
Initial: $500
Subsequent: $100
| Inception Date | Oct 7, 2005 |
|---|---|
| Fund Code | ATL019 |
| Assets Under Management ($000) As at : April 30, 2026 | $119,399 |
CIBC Asset Management 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.
Adam Ditkofsky, CFA
Senior Portfolio Manager, Global Fixed Income
Adam Ditkofsky is one of the firm’s senior portfolio managers, overseeing the Core and Core Plus fixed income team and their mandates. Mr. Ditkofsky has more than 15 years of experience at the firm and managing fixed income portfolios. As part of his role, he specializes in duration management, yield curve positioning, sector allocation and security selection.
Prior to becoming a portfolio manager, in his previous position Mr. Ditkofsky was a Senior Credit Analyst at CIBC Asset Management (CAM), covering both investment grade and high-yield companies across multiple sectors and regions. Prior to joining CAM in 2008, he held the role of Credit Analyst at CIBC World Markets.
Mr. Ditkofsky holds an MBA degree from the University of Western Ontario, and a Bachelor of Commerce degree from Concordia University. He is also a Chartered Investment Manager (CIM) and Chartered Financial Analyst (CFA) charterholder and a member of the CFA Society of Toronto.
Jonathan Cowan, CFA
Senior Quantitative Analyst & Portfolio Manager
Jonathan Cowan is a member of the Portfolio Management and Research Equities Team. Jonathan is responsible for the research and development of quantitative trading strategies and oversees day-to-day operational management for various investment portfolios.
Prior to joining CIBC Global Asset Management in 2019, Jonathan was a Senior Manager at RBC Global Asset Management, where he developed risk and portfolio management tools for investment teams. His previous experience includes working with the Canada Pension Plan Investment Board and Connor, Clark & Lunn Financial Group. Jonathan has over 15 years of experience employing quantitative techniques to enhance investment processes.
Jonathan holds a BMath degree in Computer Science from the University of Waterloo. He is also a CFA charterholder and a member of the CFA Society of Toronto.
Natalie Taylor, CFA
Portfolio Manager, Canadian Equities
Natalie Taylor is a member of the Fundamental Global Equity Team, managing Canadian dividend portfolios.
Natalie began her career in the investment industry in 2006. She joined CIBC Global Asset Management in 2013, as a Portfolio Manager, focusing on value, dividend value, and North American financial sector portfolios. She was previously a Research Analyst, Global Equities, at RBC Global Asset Management, where she covered North American, European, and Asian financial and consumer discretionary sectors.
Natalie holds a BBA degree from Wilfrid Laurier University. She is also a CFA charterholder and a member of the CFA Society of Toronto.
Investment Style
| Value | Blend | Growth | |
|---|---|---|---|
| Top-down | |||
| Mix | |||
| Bottom-up |
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 3.1% | 4.3% | 3.5% | 20.5% | 13.5% | 9.0% | 8.3% | 6.5% |
As at: April 30, 2026 Performance figures are net of fees.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| 16.9% | 16.3% | 9.4% | (7.8%) | 11.5% | 7.10% | 17.9% | (5.7%) | 10.1% | 8.3% |
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.
MERs have been annualized as at August 31, 2025 as disclosed in the Annual Management Report of Fund Performance. We may, in some cases, waive or absorb all or a portion of the fund’s operating expenses, Fixed Administration Fee and fund Costs, as applicable. The decision to waive or absorb is at our discretion and may continue indefinitely or be terminated at any time without notice to unitholders.
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.
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.
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.
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 and is not indicative of future results.
The material and/or its contents may not be reproduced without the express written consent of CIBC Global Asset Management.
