To achieve long-term investment returns through capital growth by investing in senior issuers that are primarily medium to large Canadian companies.
Minimum Initial Investment:
Lump Sum
Initial: $500
Subsequent: $100
| Front-End Load Option | ATL901 |
|---|---|
| Back-End Load Option | - |
| Low Load Option | - |
| Closed to all purchases | |||||||||
| Front-End Load Option | - | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Back-End Load Option** | ATL853 | ||||||||
| Low Load Option** | ATL671 | ||||||||
| Inception Date | Sep 23, 1994 |
|---|---|
| Fund Code | ATL853 |
| Assets Under Management ($000) As at : June 30, 2025 | $60,673 |
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.
Amer Shreim, Ph. D
Head of Quantitative Investing
Amer Shreim is a member of the Portfolio Management and Research Equities Team. Mr. Shreim is responsible for developing and managing quantitative strategies, enhancing portfolio construction, and improving risk management.
Prior to joining CIBC Asset Management in 2017, Dr. Shreim was Director of Risk and Quantitative Analysis for event-driven and multi-strategy funds at BlackRock Inc. He also previously worked as Senior Associate, External Portfolio Management, at Canada Pension Plan Investment Board (CPPIB), where he managed the risk of a portfolio of external hedge funds. Previously, he was Senior Manager, Risk Management at RBC Global Asset Management, where he developed systematic trend following strategies.
Dr. Shreim holds a Ph.D. from the University of Calgary and a Master of Science degree in Physics from the American University of Beirut.
Crystal Maloney, CFA, CPA, CMA
Head of Equity Research
Crystal Maloney is responsible for leading the equity research team and their development of actionable investment recommendations including proprietary ESG analysis. She also oversees the active management of Core Equity, Socially Responsible, and Sustainable Equity mandates.
Prior to joining CIBC AM in 2014, Ms. Maloney held the positions of Portfolio Manager at OtterWood Capital Management and Senior Analyst and Portfolio Manager at AEGON Capital. She has also worked at BMO Capital Markets as an equity research associate with a focus on the financial services sector.
Ms. Maloney holds an Honours Bachelor of Commerce degree from Queen’s University. She is also a CPA, CMA, and CFA charterholder and a member of the CFA Society of Toronto.
Style
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 4.8% | 7.8% | 7.8% | 20.6% | 11.9% | 12.9% | 6.7% | 6.8% |
As at: June 30, 2025 Performance figures are net of fees.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 15.0% | 6.8% | (3.6%) | 24.1% | (3.6%) | 20.5% | (12.6%) | 8.6% | 21.6% | (13.2%) |
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.
On February 28, 2008, the Fund's name changed from Merrill Lynch Canadian Core Value Fund to Renaissance Canadian Core Value 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.
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 Asset Management Inc.
