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Renaissance Global Markets Fund [Class A]

To obtain long-term growth of capital and income by investing primarily in equity and debt securities on a worldwide basis.

Additional Fund Information

Also available in Class F

Minimum Initial Investment:
Lump Sum
Initial: $500
Subsequent: $100

Distributions: In the month of December, income and capital gains accumulated to date are distributed.
Pre-Authorized Chequing Investment: $50 minimum investment for monthly, quarterly, semi-annual or annual deposit.
Systematic Withdrawal Plan: With minimum initial account value of $10,000. Withdrawals may be made monthly, quarterly, semi-annually or annually. $50 minimum.
Annual Management Fee (excluding applicable taxes): 1.70%* 
Annualized Management Expense Ratio (including applicable taxes) as at Aug 31, 2023: 2.16%§
Front-End Load OptionATL1029
Back-End Load Option-
Low Load Option-
Closed to all purchases
Front-End Load Option-
Back-End Load Option**ATL1873
Low Load Option**ATL2873
Inception DateJan 11, 1993
Fund CodeATL1873
Assets Under Management ($000)
As at : 05/31/2024
$53,461
Logo of CIBC Asset Management

CIBC Asset Management (CIBC AM) 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.

Style

The investment style box is a graphical depiction of the investing categories an investment manager will invest within.
Performance
3 mo6 moYTD1 yr3 yrs5 yrs10 yrsSince Inception
1.8%8.8%8.0%13.8%4.3%6.9%4.3%4.1%
3 mo
6 mo
YTD
1 yr
3 yrs
5 yrs
10 yrs
Since Inception
1.8%
8.8%
8.0%
13.8%
4.3%
6.9%
4.3%
4.1%

As at: 05/31/2024

Calendar Year Performance
2023202220212020201920182017201620152014
10.4%(16.7%)16.3%7.90%14.0%(4.4%)9.0%8.2%(0.1%)2.4%
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
10.4%
(16.7%)
16.3%
7.90%
14.0%
(4.4%)
9.0%
8.2%
(0.1%)
2.4%
Investment Performance

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.