Financial Statements and Management Reports of Fund Performance
Renaissance Investments family of funds
Annual Financial Statements As at: August 31, 2023
Money Market Funds
Fixed Income Funds
- Renaissance Short-Term Income Fund
- Renaissance Canadian Bond Fund
- Renaissance Real Return Bond Fund
- Renaissance Corporate Bond Fund
- Renaissance U.S. Dollar Corporate Bond Fund
- Renaissance High-Yield Bond Fund
- Renaissance Floating Rate Income Fund
- Renaissance Flexible Yield Fund
- Renaissance Global Bond Fund
Balanced Funds
- Renaissance Canadian Balanced Fund
- Renaissance U.S. Dollar Diversified Income Fund
- Renaissance Optimal Conservative Income Portfolio
- Renaissance Optimal Income Portfolio
- Renaissance Optimal Growth & Income Portfolio
- CIBC Global Growth Balanced Fund
Equity Income Funds
- Renaissance Canadian Dividend Fund
- Renaissance Canadian Monthly Income Fund
- Renaissance Diversified Income Fund
- Renaissance High Income Fund
Canadian Equity Funds
- Renaissance Canadian Core Value Fund
- Renaissance Canadian Growth Fund
- Renaissance Canadian All-Cap Equity Fund
- Renaissance Canadian Small-Cap Fund
U.S. Equity Funds
- Renaissance U.S. Equity Income Fund
- Renaissance U.S. Equity Value Fund
- Renaissance U.S. Equity Growth Fund
- Renaissance U.S. Equity Growth Currency Neutral Fund
- Renaissance U.S. Equity Fund
Global Equity Funds
- Renaissance International Dividend Fund
- Renaissance International Equity Fund
- Renaissance International Equity Currency Neutral Fund
- Renaissance Global Markets Fund
- Renaissance Optimal Global Equity Portfolio
- Renaissance Global Growth Fund
- Renaissance Global Growth Currency Neutral Fund
- Renaissance Global Focus Fund
- Renaissance Global Small-Cap Fund
- Renaissance China Plus Fund
- Renaissance Emerging Markets Fund
Specialty Funds
- Renaissance Optimal Inflation Opportunities Portfolio
- Renaissance Global Infrastructure Fund
- Renaissance Global Infrastructure Currency Neutral Fund
- Renaissance Global Real Estate Fund
- Renaissance Global Real Estate Currency Neutral Fund
- Renaissance Global Health Care Fund
- Renaissance Global Science & Technology Fund
Interim Financial Reports (unaudited) As at: February 29, 2024
Money Market Funds
Fixed Income Funds
- Renaissance Short-Term Income Fund
- Renaissance Canadian Bond Fund
- Renaissance Real Return Bond Fund
- Renaissance Corporate Bond Fund
- Renaissance U.S. Dollar Corporate Bond Fund
- Renaissance High-Yield Bond Fund
- Renaissance Floating Rate Income Fund
- Renaissance Flexible Yield Fund
- Renaissance Global Bond Fund
- CIBC 2025 Investment Grade Bond Fund
- CIBC 2026 Investment Grade Bond Fund
- CIBC 2027 Investment Grade Bond Fund
Balanced Funds
- Renaissance Canadian Balanced Fund
- Renaissance U.S. Dollar Diversified Income Fund
- Renaissance Optimal Conservative Income Portfolio
- Renaissance Optimal Income Portfolio
- Renaissance Optimal Growth & Income Portfolio
- CIBC Global Growth Balanced Fund
Equity Income Funds
- Renaissance Canadian Dividend Fund
- Renaissance Canadian Monthly Income Fund
- Renaissance Diversified Income Fund
- Renaissance High Income Fund
Canadian Equity Funds
- Renaissance Canadian Core Value Fund
- Renaissance Canadian Growth Fund
- Renaissance Canadian All-Cap Equity Fund
- Renaissance Canadian Small-Cap Fund
U.S. Equity Funds
- Renaissance U.S. Equity Income Fund
- Renaissance U.S. Equity Value Fund
- Renaissance U.S. Equity Growth Fund
- Renaissance U.S. Equity Growth Currency Neutral Fund
- Renaissance U.S. Equity Fund
Global Equity Funds
- Renaissance International Dividend Fund
- Renaissance International Equity Fund
- Renaissance International Equity Currency Neutral Fund
- Renaissance Global Markets Fund
- Renaissance Optimal Global Equity Portfolio
- Renaissance Global Growth Fund
- Renaissance Global Growth Currency Neutral Fund
- Renaissance Global Focus Fund
- Renaissance Global Small-Cap Fund
- Renaissance China Plus Fund
- Renaissance Emerging Markets Fund
Specialty Funds
- Renaissance Optimal Inflation Opportunities Portfolio
- Renaissance Global Infrastructure Fund
- Renaissance Global Infrastructure Currency Neutral Fund
- Renaissance Global Real Estate Fund
- Renaissance Global Real Estate Currency Neutral Fund
- Renaissance Global Health Care Fund
- Renaissance Global Science & Technology Fund
Annual Management Reports of Fund Performance As at: August 31, 2023
Money Market Funds
Fixed Income Funds
- Renaissance Short-Term Income Fund
- Renaissance Canadian Bond Fund
- Renaissance Real Return Bond Fund
- Renaissance Corporate Bond Fund
- Renaissance U.S. Dollar Corporate Bond Fund
- Renaissance High-Yield Bond Fund
- Renaissance Floating Rate Income Fund
- Renaissance Flexible Yield Fund
- Renaissance Global Bond Fund
Balanced Funds
- Renaissance Canadian Balanced Fund
- Renaissance U.S. Dollar Diversified Income Fund
- Renaissance Optimal Conservative Income Portfolio
- Renaissance Optimal Income Portfolio
- Renaissance Optimal Growth & Income Portfolio
- CIBC Global Growth Balanced Fund
Equity Income Funds
- Renaissance Canadian Dividend Fund
- Renaissance Canadian Monthly Income Fund
- Renaissance Diversified Income Fund
- Renaissance High Income Fund
Canadian Equity Funds
- Renaissance Canadian Core Value Fund
- Renaissance Canadian Growth Fund
- Renaissance Canadian All-Cap Equity Fund
- Renaissance Canadian Small-Cap Fund
U.S. Equity Funds
- Renaissance U.S. Equity Income Fund
- Renaissance U.S. Equity Value Fund
- Renaissance U.S. Equity Growth Fund
- Renaissance U.S. Equity Growth Currency Neutral Fund
- Renaissance U.S. Equity Fund
Global Equity Funds
- Renaissance International Dividend Fund
- Renaissance International Equity Fund
- Renaissance International Equity Currency Neutral Fund
- Renaissance Global Markets Fund
- Renaissance Optimal Global Equity Portfolio
- Renaissance Global Growth Fund
- Renaissance Global Growth Currency Neutral Fund
- Renaissance Global Focus Fund
- Renaissance Global Small-Cap Fund
- Renaissance China Plus Fund
- Renaissance Emerging Markets Fund
Specialty Funds
- Renaissance Optimal Inflation Opportunities Portfolio
- Renaissance Global Infrastructure Fund
- Renaissance Global Infrastructure Currency Neutral Fund
- Renaissance Global Real Estate Fund
- Renaissance Global Real Estate Currency Neutral Fund
- Renaissance Global Health Care Fund
- Renaissance Global Science & Technology Fund
Interim Management Reports of Fund Performance As at: February 29, 2024
Money Market Funds
Fixed Income Funds
- Renaissance Short-Term Income Fund
- Renaissance Canadian Bond Fund
- Renaissance Real Return Bond Fund
- Renaissance Corporate Bond Fund
- Renaissance U.S. Dollar Corporate Bond Fund
- Renaissance High-Yield Bond Fund
- Renaissance Floating Rate Income Fund
- Renaissance Flexible Yield Fund
- Renaissance Global Bond Fund
- CIBC 2025 Investment Grade Bond Fund
- CIBC 2026 Investment Grade Bond Fund
- CIBC 2027 Investment Grade Bond Fund
Balanced Funds
- Renaissance Canadian Balanced Fund
- Renaissance U.S. Dollar Diversified Income Fund
- Renaissance Optimal Conservative Income Portfolio
- Renaissance Optimal Income Portfolio
- Renaissance Optimal Growth & Income Portfolio
- CIBC Global Growth Balanced Fund
Equity Income Funds
- Renaissance Canadian Dividend Fund
- Renaissance Canadian Monthly Income Fund
- Renaissance Diversified Income Fund
- Renaissance High Income Fund
Canadian Equity Funds
- Renaissance Canadian Core Value Fund
- Renaissance Canadian Growth Fund
- Renaissance Canadian All-Cap Equity Fund
- Renaissance Canadian Small-Cap Fund
U.S. Equity Funds
- Renaissance U.S. Equity Income Fund
- Renaissance U.S. Equity Value Fund
- Renaissance U.S. Equity Growth Fund
- Renaissance U.S. Equity Growth Currency Neutral Fund
- Renaissance U.S. Equity Fund
Global Equity Funds
- Renaissance International Dividend Fund
- Renaissance International Equity Fund
- Renaissance International Equity Currency Neutral Fund
- Renaissance Global Markets Fund
- Renaissance Optimal Global Equity Portfolio
- Renaissance Global Growth Fund
- Renaissance Global Growth Currency Neutral Fund
- Renaissance Global Focus Fund
- Renaissance Global Small-Cap Fund
- Renaissance China Plus Fund
- Renaissance Emerging Markets Fund
Specialty Funds
- Renaissance Optimal Inflation Opportunities Portfolio
- Renaissance Global Infrastructure Fund
- Renaissance Global Infrastructure Currency Neutral Fund
- Renaissance Global Real Estate Fund
- Renaissance Global Real Estate Currency Neutral Fund
- Renaissance Global Health Care Fund
- Renaissance Global Science & Technology Fund
Axiom Portfolios
Annual Financial Statements As at: August 31, 2023
Interim Financial Reports (unaudited) As at: February 29, 2024
Annual Management Reports of Fund Performance As at: August 31, 2023
Interim Management Reports of Fund Performance As at: February 29, 2024
CIBC Private Pools (formerly Renaissance Private Pools)
Annual Financial Statements As at: August 31, 2023
Fixed Income Private Pools
- CIBC Ultra Short-Term Income Private Pool
- CIBC Canadian Fixed Income Private Pool
- CIBC Multi-Sector Fixed Income Private Pool
- CIBC Global Bond Private Pool
Balanced Private Pools
Equity Income Private Pool
Canadian Equity Private Pool
U.S. Equity Private Pools
Global Equity Private Pools
- CIBC International Equity Private Pool
- CIBC Global Equity Private Pool
- CIBC Emerging Markets Equity Private Pool
Specialty Private Pool
Interim Financial Reports (unaudited) As at: February 29, 2024
Fixed Income Private Pools
- CIBC Ultra Short-Term Income Private Pool
- CIBC Canadian Fixed Income Private Pool
- CIBC Multi-Sector Fixed Income Private Pool
- CIBC Global Bond Private Pool
Balanced Private Pools
Equity Income Private Pool
Canadian Equity Private Pool
U.S. Equity Private Pools
Global Equity Private Pools
- CIBC International Equity Private Pool
- CIBC Global Equity Private Pool
- CIBC Emerging Markets Equity Private Pool
Specialty Private Pool
Annual Management Reports of Fund Performance As at: August 31, 2023
Fixed Income Private Pools
- CIBC Ultra Short-Term Income Private Pool
- CIBC Canadian Fixed Income Private Pool
- CIBC Multi-Sector Fixed Income Private Pool
- CIBC Global Bond Private Pool
Balanced Private Pools
Equity Income Private Pool
Canadian Equity Private Pool
U.S. Equity Private Pools
Global Equity Private Pools
- CIBC International Equity Private Pool
- CIBC Global Equity Private Pool
- CIBC Emerging Markets Equity Private Pool
Specialty Private Pool
Interim Management Reports of Fund Performance As at: February 29, 2024
Fixed Income Private Pools
- CIBC Ultra Short-Term Income Private Pool
- CIBC Canadian Fixed Income Private Pool
- CIBC Multi-Sector Fixed Income Private Pool
- CIBC Global Bond Private Pool
Balanced Private Pools
Equity Income Private Pool
Canadian Equity Private Pool
U.S. Equity Private Pools
Global Equity Private Pools
- CIBC International Equity Private Pool
- CIBC Global Equity Private Pool
- CIBC Emerging Markets Equity Private Pool
Specialty Private Pool
CIBC Fixed Income Pools
Annual Financial Statements As at: August 31, 2023
Interim Financial Reports (unaudited) As at: February 29, 2024
Annual Management Reports of Fund Performance As at: August 31, 2023
Interim Management Reports of Fund Performance As at: February 29, 2024
CIBC Alternative Mutual Funds
Annual Financial Statements As at: August 31, 2023
Interim Financial Reports (unaudited) As at: February 29, 2024
Annual Management Reports of Fund Performance As at: August 31, 2023
Interim Management Reports of Fund Performance As at: February 29, 2024
CIBC Fixed Income Funds
Annual Financial Statements As at: December 31, 2023
Annual Management Reports of Fund Performance As at: December 31, 2023
