The Fund seeks to generate attractive, cash flow‑driven returns by primarily investing in private funds that provide exposure to infrastructure and transportation (collectively, the “Underlying Funds” and each, an “Underlying Fund”), as well as in equity and/or debt securities of public issuers in the infrastructure and transportation sectors, cash and/or cash equivalents.
Minimum Initial Investment:
Lump Sum
Initial:
Series A, F: $10,000 CAD / USD
Series M*: $2,500,000 CAD / USD
Series I*: $5,000,000 CAD /USD
Subsequent:
Managed: $5,000 CAD / USD
Investor eligibility:
Canadian resident accredited investors with $10,000 minimum investment.
Redemption Gate:
Up to 5% of aggregate NAV per quarter.
Redemption Fee:
Soft Lock (5% penalty if redeemed less than three years).
Subscription Frequency:
Monthly.
Subscription Process:
The subscription cut-off date is the 10th Business Day prior to month-end.
Redemption Frequency:
Quarterly.
Redemption Process:
The redemption cut-off date is the last business day in March, June, September and December.
| Fundserv Codes | ||
|---|---|---|
| Purchase | ||
| CAD | USD | |
| Series A | ATL5152 | ATL5146 |
| Series F | ATL5153 | ATL5147 |
| Series I | ATL5156 | ATL5150 |
| Series M | ATL5157 | ATL5151 |
| Redemption | ||
| CAD | USD | |
| Series A | ATL5164 | ATL5158 |
| Series F | ATL5165 | ATL5159 |
| Series I | ATL5168 | ATL5162 |
| Series M | ATL5169 | ATL5163 |
| Inception Date | Jun 30, 2026 |
|---|---|
| Fundserv Asset Class | Alternative investment |
| Management Fee | Series F and A: 1.45% | Purchase Currency | USD and CAD (hedged) |
| Valuation Frequency | Monthly (on or around 25 calendar days after month-end) |
| Permitted Account Type | Registered and non-registered accounts |
| Custodian | CIBC Mellon |
| Fiscal Year End | December 31st |
CIBC Global Asset Management (CIBC GAM), the asset management subsidiary of CIBC, is one of Canada’s largest asset managers. Established in 19721, CIBC GAM offers a broad range of investment solutions, including mutual funds, ETFs, portfolio solutions, alternative investments, discretionary investment management services for high-net-worth individuals, and institutional portfolio management. With teams across Canada and the US, CIBC GAM serves retail, high-net-worth and institutional clients in North America and institutional clients worldwide.
Gitesh Goyal
Head of Private Debt
Gitesh Goyal is the Head of Private Debt at CIBC Global Asset Management (CIBC GAM). He is responsible for leading initiatives in private and public infrastructure and power securities. Prior to joining CIBC GAM in 2016, Gitesh spent 10 years as an Infrastructure and Project Finance Director at Scotia Capital’s Debt Capital Markets and Corporate Banking Group. Gitesh has more than 16 years of industry experience. Gitesh holds a Master of Business Administration degree from the Schulich School of Business at York University and a Civil Engineering degree from the Indian Institute of Technology (BHU) Varanasi. He is also a CFA charterholder.
Investment advisor
J.P. Morgan Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match. J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.
Pulkit Sharma, CFA, CAIA
Managing Director
Pulkit is a Managing Director and Head of the Alternatives Investment Strategy and Solutions (AISS) business within J.P. Morgan Asset Management. In this role, he leverages the firm’s Private Markets and Alternative Solutions groups, which collectively manage more than $460 billion in alternative assets.
Pulkit leads the independent AISS investment team, which is responsible for the product design, portfolio management, and investment research for multi-alternative investment solutions. These solutions span global alternatives, including private real estate, infrastructure, transport, alternative credit, private equity, and public alternatives. He partners with global institutional investors—such as insurance companies, sovereign wealth funds, pension plans, and wealth managers—to construct and manage portfolios utilizing strategic and relative-value investment frameworks.
Additionally, Pulkit serves as the Portfolio Manager for the Alternatives Access Fund, an actively managed Insurance Dedicated Fund (IDF) that invests across both public and private markets. Having founded the private real assets portfolio strategy and solutions business for the firm’s institutional clients, he and the AISS team have successfully advised and guided global clients in deploying over $10 billion across a diversified suite of private and public multi-alternative solutions.
Pulkit chairs the firm’s Multi-Alternatives Investment Committee. He is a CFA and CAIA charterholder. Pulkit holds a B.E. in Civil Engineering from the Delhi College of Engineering and an M.S. in Real Estate Development from the Massachusetts Institute of Technology (MIT).
Shay Schmidt, CFA, CAIA
Executive Director
Shay Schmidt is a portfolio manager of the Alternatives Investment Strategy and Solutions (AISS) team at JPMorgan Asset Management. Shay is responsible for portfolio design and management of discretionary multi-alternatives investment solutions for clients globally, which encompass private infrastructure, transport, real estate, alternative credit, private equity, and public alternatives. She is a voting member of the team’s Investment Committee.
Shay has authored numerous white papers on private market investing and is a frequent speaker and moderator at firm-wide conferences and webinars on alternative markets. Shay is a main contributor to the JPMorgan Asset Management’s flagship publication – the Long-Term Capital Market Assumptions – and is responsible for developing annual alternatives assumptions across real assets and financial alternatives.
Prior to joining J.P. Morgan in 2017, Shay was a trading analyst at Wellington Management Group. She received a B.S. in Mathematics and Computer Science from the Ohio State University and a M.S. in Finance from Massachusetts Institute of Technology (MIT). Shay is a chartered CFA and CAIA and holds Series 7 and 63 licenses.
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
Series A as at: May 29, 2026 Performance figures are net of fees.
Due to securities regulation performance is not available until one year post 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.
*Series M is available to investors whose advisor has aggregated assets of over $2.5 million CAD invested in the fund, subject to dealer approval. Series I is available to investors whose advisor has aggregated assets of over $5.0 million CAD invested in the fund, subject to dealer approval.
1CIBC Global Asset Management (previously known as TAL Global Asset Management Inc.) was founded in 1972 as a privately-owned investment manager. CIBC took an ownership stake in 1994, eventually assuming 100% in 2001.
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.
The fund is a prospectus exempt fund and is not subject to the same regulatory requirements as publicly offered investment funds offered by way of prospectus. This material does not form part of an offering document and does not constitute an offer to sell, or a solicitation of an offer to purchase, any securities of the fund. Any such offer or solicitation may only be made through, and in accordance with, the terms of the subscription agreement and confidential offering memorandum of the fund (collectively, the “Offering Document”), and the constating documents of the fund.
Any information or discussion about the current characteristics of this fund or how the portfolio manager is managing the fund 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.
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.
®/™The CIBC logo and “CIBC Global Asset Management” are trademarks of CIBC, used under license.
CIBC Global Asset Management is a brand name under which CIBC Asset Management Inc. operates.
