To seek long-term capital growth by investing primarily in equity securities of companies listed on major U.S. exchanges and/or domiciled primarily in the United States.
Minimum Initial Investment:
Lump Sum
Initial: $500
Subsequent: $100
| Front-End Load Option | ATL911 |
|---|---|
| Back-End Load Option | - |
| Low Load Option | - |
| Closed to all purchases | |||||||||
| Front-End Load Option | - | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Back-End Load Option** | ATL855 | ||||||||
| Low Load Option** | ATL662 | ||||||||
| Inception Date | Oct 25, 1996 |
|---|---|
| Fund Code | ATL855 |
| Assets Under Management ($000) As at : 08/30/2024 | $53,441 |
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.
Style
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 5.1% | 8.9% | 17.3% | 22.5% | 6.8% | 11.5% | 11.8% | 6.4% |
As at: 08/30/2024
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|
| 16.7% | (14.9%) | 23.4% | 12.90% | 21.9% | 0.7% | 13.7% | 3.9% | 19.0% | 20.9% |
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.
*On November 9, 2020 CIBC Asset Management Inc. (CAM) announced changes to its product lineup. The Renaissance U.S. Equity Fund will be capped and closed to all new purchases from existing and new unitholders, including through regular investment plans. For more information click here.
†Please refer to the Annual/Interim Management Reports of Fund Performance for further details.
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.
