To seek long-term capital growth by investing primarily in equity securities (including common shares, preferred shares and warrants to acquire such securities) of companies throughout the world in the sector categories determined by the portfolio sub-advisor.
Minimum Initial Investment:
Lump Sum
Initial: $500
Subsequent: $100
| Front-End Load Option | ATL510 |
|---|---|
| Back-End Load Option | - |
| Low Load Option | - |
| Closed to all purchases | |
| Front-End Load Option | - |
|---|---|
| Back-End Load Option** | ATL511 |
| Low Load Option** | ATL509 |
| Inception Date | Sep 6, 1999 |
|---|---|
| Fund Code | ATL509 |
| Assets Under Management ($000) As at : April 30, 2026 | $33,756 |
CIBC Private Wealth Advisors, Inc.(formerly, CIBC Atlantic Trust Private Wealth Management) delivers personalized, integrated and objective wealth management solutions for affluent individuals and multi-generational families, as well as foundations and endowments. Across the U.S., our experienced professionals strive to provide the highest-quality client service with strong investment performance and a fiduciary mindset.
Daniel P. Delany, CFA
Managing Director
Dan Delany is a managing director and portfolio manager of the International Growth Strategy with over 30 years of industry experience.
Prior to joining Geneva Advisors, which became part of CIBC in 2017, he was a portfolio manager and investment analyst at Oak Ridge Investments in Chicago. He began his investment career at Kemper Funds in 1993 and later worked for UBS AG in Europe and William Blair & Company in Chicago.
Dan received his Bachelor of Arts degree in international affairs from Marquette University. He then earned his Master of Business Administration degree from Northwestern University’s Kellogg School of Management and, subsequently, his Chartered Financial Analyst® designation. He is an active member of the CFA Society of Chicago.
Jim Farrell, CFA
Managing Director
Jim Farrell is a managing director and co-manager of the Disciplined Equity with over 25 years of industry experience.
Prior to joining Geneva Advisors, which became part of CIBC Private Wealth in 2017, Jim was an analyst at Grosvenor Capital Management. Previously, he was a healthcare analyst at Citadel Investment Group. Jim worked at Geneva as a healthcare analyst for three years prior to his time at Citadel. Prior to that, he served as an associate portfolio manager at Harris Trust. He began his career as a consultant at Arthur Andersen.
Jim received his undergraduate degree from the University of Notre Dame and a Master of Business Administration degree from the University of Chicago Booth School of Business. He holds the Chartered Financial Analyst® designation.
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 |
|---|---|---|---|---|---|---|---|
| (0.4%) | (3.3%) | (1.0%) | 11.4% | 9.1% | 5.5% | 9.7% | 5.1% |
As at: April 30, 2026 Performance figures are net of fees.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| 6.4% | 19.6% | 10.4% | (16.9%) | 16.4% | 18.90% | 26.4% | (0.2%) | 17.4% | (5.8%) |
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.
**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.
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.
