To achieve the highest possible return that is consistent with a conservative fundamental investment philosophy through investment primarily in a balanced and diversified portfolio of Canadian income securities.
Minimum Initial Investment:
Lump Sum
Initial: $500
Subsequent: $100
| Inception Date | Sep 6, 2001 |
|---|---|
| Fund Code | ATL1650 |
| Assets Under Management ($000) As at : 05/31/2024 | $412,658 |
Established in 1982, Connor, Clark & Lunn Investment Management Ltd. (CC&L), is one of Canada's leading money management firms dedicated to managing assets for pension fund sponsors, capital accumulation plans, corporations, not-for-profit organizations, mutual funds and individual investors. CC&L is wholly owned by its partners and the CC&L Financial Group.
Steve Vertes, CFA
Vice President and Portfolio Manager, Fundamental Equities
Steven Vertes is Vice President and Portfolio Manager, Fundamental Equity Team at Connor, Clark and Lunn Investment Management Ltd. (CC&L). Mr. Vertes manages CC&L's income-oriented funds, and is responsible for fundamental research analysis covering the real estate, consumer and telecommunications sector. Prior to joining CC&L more than 10 years ago, Mr. Vertes worked at UBS Warburg as an Investment Banking Analyst, as well as an Associate, Equity Capital Markets.
Mr. Vertes holds an HBA from the Richard Ivey School of Business at the University of Western Ontario. He is also a CFA charterholder.
David George, CFA
Vice President and Portfolio Manager, Fixed Income
David George is Vice President and Portfolio Manager, Fixed Income at Connor, Clark and Lunn Investment Management Ltd. (CC&L). Mr. George manages high-yield bond strategies, and leads the credit team. Prior to joining CC&L in 2006, Mr. George held positions in the areas of high-yield and corporate bond research with several firms including Goldman Sachs, Merrill Lynch and Deutsche Bank.
Mr. George holds a Bachelor of Commerce from the University of British Columbia. He is also a CFA charterholder.
Style
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 2.7% | 8.7% | 5.8% | 10.4% | 6.2% | 7.8% | 5.7% | 8.1% |
As at: 05/31/2024
| 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|
| 4.2% | (2.3%) | 21.4% | 5.00% | 19.6% | (4.1%) | 7.0% | 16.8% | (3.2%) | (0.4%) |
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.
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. 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.
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.
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. The material and/or its contents may not be reproduced without the express written consent of CIBC Asset Management Inc.
