To provide long-term capital growth through capital appreciation by investing primarily in a diversified portfolio of equity securities of foreign companies located in Europe, the Far East and the Pacific Rim.
Minimum Initial Investment:
Lump Sum
Initial: $500
Subsequent: $100
| Front-End Load Option | ATL785 |
|---|---|
| Back-End Load Option | - |
| Low Load Option | - |
| Closed to all purchases | |||||||||
| Front-End Load Option | - | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Back-End Load Option** | ATL787 | ||||||||
| Low Load Option** | ATL786 | ||||||||
| Inception Date | Nov 22, 2013 |
|---|---|
| Fund Code | ATL785 |
| Assets Under Management ($000) As at : 09/29/2023 | $1,514,607 |
Walter Scott & Partners Ltd is an Edinburgh, Scotland-based global investment manager and has been managing global investment portfolios on behalf of private investors and institutions since 1983.
Roy Leckie
Roy is a director of Walter Scott and along with Charlie Macquaker leads the investment management group. He began his career at Walter Scott joining the firm in 1995 and holds a BSc (hons) in Statistics from the University of Glasgow.
Charles Macquaker
Charlie is a director of Walter Scott and co-heads the investment management group. Charlie began his investment career at Walter Scott joining the firm in 1991. He holds a BSc (hons) in European Studies from Buckingham University.
Style
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| (11.4%) | (8.6%) | 2.1% | 16.9% | (2.0%) | 2.1% | N/A | 2.9% |
As at: 09/29/2023
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|
| (23.9%) | 9.8% | 16.80% | 24.8% | (9.5%) | 25.0% | 2.9% | (2%) | (6.7%) | N/A |
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.
†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.
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.
