PFIC Reporting
CIBC Asset Management offers investors who file U.S. tax returns, Passive Foreign Investment Company (PFIC) Annual Information Statements (AIS).
These AIS allow investors who file U.S. tax returns, with the advice of their tax advisor, to report holdings in their mutual funds as a Qualified Electing Fund Election (QEF) on Internal Revenue Service (IRS) Form 8621. Investors and advisors must complete Form 8621 for each Canadian mutual fund owned. A QEF allows long-term capital gains to be taxed at more favourable rates and helps investors avoid interest penalties.
U.S. tax laws regarding PFIC are complex, and we recommend that unitholders in Renaissance Investments consult with a U.S. tax advisor about the overall tax consequences and U.S. tax reporting requirements of their mutual funds.
The following information is provided to facilitate calculations and does not constitute tax advice.
To access more information about PFIC, please select the fund from the menu below. Select the PDF icon to download the file.
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Renaissance Investments family of funds
Balanced Funds
Renaissance Canadian Balanced Fund
Renaissance Optimal Conservative Income Portfolio Class A
Renaissance Optimal Conservative Income Portfolio Class F
Renaissance Optimal Conservative Income Portfolio Class T4
Renaissance Optimal Conservative Income Portfolio Class FT4
Renaissance Optimal Conservative Income Portfolio Class FT6
Renaissance Optimal Conservative Income Portfolio Class T6
Renaissance Optimal Conservative Income Portfolio Select Class
Renaissance Optimal Conservative Income Portfolio Elite Class
Renaissance Optimal Conservative Income Portfolio Class O
Renaissance Optimal Growth & Income Portfolio Class A
Renaissance Optimal Growth & Income Portfolio Class F
Renaissance Optimal Growth & Income Portfolio Class T4
Renaissance Optimal Growth & Income Portfolio Class T6
Renaissance Optimal Growth & Income Portfolio Class FT4
Renaissance Optimal Growth & Income Portfolio Class FT6
Renaissance Optimal Growth & Income Portfolio Class T8
Renaissance Optimal Growth & Income Portfolio Select Class
Renaissance Optimal Growth & Income Portfolio Select T4 Class
Renaissance Optimal Growth & Income Portfolio Select T6 Class
Renaissance Optimal Growth & Income Portfolio Elite Class
Renaissance Optimal Growth & Income Portfolio Elite T6 Class
Renaissance Optimal Growth & Income Portfolio Elite T8 Class
Renaissance Optimal Growth & Income Portfolio Class O
Renaissance Optimal Income Portfolio Class A
Renaissance Optimal Income Portfolio Class F
Renaissance Optimal Income Portfolio Class O
Renaissance Optimal Income Portfolio Class FT6
Renaissance Optimal Income Portfolio Class T6
Renaissance Optimal Income Portfolio Class T8
Renaissance Optimal Income Portfolio Select Class
Renaissance Optimal Income Portfolio Select T6 Class
Renaissance Optimal Income Portfolio Select T8 Class
Renaissance Optimal Income Portfolio Elite Class
Renaissance Optimal Income Portfolio Elite T6 Class
Renaissance Optimal Income Portfolio Elite T8 Class
Renaissance U.S. Dollar Diversified Income Fund Class A
Renaissance U.S. Dollar Diversified Income Fund Class F
Renaissance U.S. Dollar Diversified Income Fund Class O
Renaissance U.S. Dollar Diversified Income Fund Class F-Premium
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Renaissance U.S. Dollar Diversified Income Fund Premium Class
Canadian Equity Funds
Renaissance Canadian All-Cap Equity Fund
Renaissance Canadian Core Value Fund Class A
Renaissance Canadian Core Value Fund Class F
Renaissance Canadian Core Value Fund Class O
Renaissance Canadian Growth Fund
Renaissance Canadian Small-Cap Fund
Fixed Income Funds
Renaissance Canadian Bond Fund
Renaissance Corporate Bond Fund
Renaissance Flexible Yield Fund
Renaissance Floating Rate Income Fund
Renaissance Global Bond Fund
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Renaissance High-Yield Bond Fund
Renaissance Real Return Bond Fund
Renaissance Short-Term Income Fund
Renaissance U.S. Dollar Corporate Bond Fund
Equity Income Funds
Renaissance Canadian Dividend Fund
Renaissance Canadian Monthly Income Fund
Renaissance High Income Fund (formerly Renaissance Millennium High Income Fund)
U.S. Equity Funds
Renaissance U.S. Equity Fund
Renaissance U.S. Equity Growth Currency Neutral Fund Class A
Renaissance U.S. Equity Growth Currency Neutral Fund Class F
Renaissance U.S. Equity Growth Currency Neutral Fund Class O
Renaissance U.S. Equity Growth Fund
Renaissance U.S. Equity Income Fund
Renaissance U.S. Equity Value Fund
Global Equity Funds
Renaissance China Plus Fund
Renaissance Emerging Markets Fund
Renaissance Global Focus Currency Neutral Fund Class A
Renaissance Global Focus Currency Neutral Fund Class F
Renaissance Global Focus Currency Neutral Fund Class O
Renaissance Global Focus Fund
Renaissance Global Growth Currency Neutral Fund Class A
Renaissance Global Growth Currency Neutral Fund Class F
Renaissance Global Growth Currency Neutral Fund Class O
Renaissance Global Growth Fund
Renaissance Global Markets Fund
Renaissance Global Small-Cap Fund
Renaissance Global Value Fund
Renaissance International Dividend Fund
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Renaissance International Equity Currency Neutral Fund Class A
Renaissance International Equity Currency Neutral Fund Class F
Renaissance International Equity Currency Neutral Fund Class O
Renaissance International Equity Fund
Renaissance Optimal Global Equity Currency Neutral Portfolio Class A
Renaissance Optimal Global Equity Currency Neutral Portfolio Class F
Renaissance Optimal Global Equity Currency Neutral Portfolio Class O
Renaissance Optimal Global Equity Currency Neutral Portfolio Class T4
Renaissance Optimal Global Equity Currency Neutral Portfolio Class FT4
Renaissance Optimal Global Equity Currency Neutral Portfolio Class FT6
Renaissance Optimal Global Equity Currency Neutral Portfolio Class T6
Renaissance Optimal Global Equity Portfolio Class A
Renaissance Optimal Global Equity Portfolio Class F
Renaissance Optimal Global Equity Portfolio Class O
Renaissance Optimal Global Equity Portfolio Class T4
Renaissance Optimal Global Equity Portfolio Class FT4
Renaissance Optimal Global Equity Portfolio Class T6
Renaissance Optimal Global Equity Portfolio Class FT6
Renaissance Optimal Global Equity Portfolio Elite T4 Class
Specialty Funds
Renaissance Global Health Care Fund
Renaissance Global Infrastructure Currency Neutral Fund Class A
Renaissance Global Infrastructure Currency Neutral Fund Class F
Renaissance Global Infrastructure Currency Neutral Fund Class O
Renaissance Global Infrastructure Fund
Renaissance Global Real Estate Currency Neutral Fund Class A
Renaissance Global Real Estate Currency Neutral Fund Class F
Renaissance Global Real Estate Currency Neutral Fund Class O
Renaissance Global Real Estate Fund
Renaissance Global Science & Technology Fund
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Renaissance Optimal Inflation Opportunities Portfolio Class A
Renaissance Optimal Inflation Opportunities Portfolio Class F
Renaissance Optimal Inflation Opportunities Portfolio Class O
CIBC Private Pools
Fixed Income Private Pools
CIBC Ultra Short-Term Income Private Pool
CIBC Canadian Fixed Income Private Pool
CIBC Multi-Sector Fixed Income Private Pool Premium
CIBC Multi-Sector Fixed Income Private Pool Premium T4
CIBC Multi-Sector Fixed Income Private Pool Premium T6
CIBC Multi-Sector Fixed Income Private Pool Class H Premium
CIBC Multi-Sector Fixed Income Private Pool Class H Premium T4
CIBC Multi-Sector Fixed Income Private Pool Class H Premium T6
CIBC Multi-Sector Fixed Income Private Pool Class F Premium
CIBC Multi-Sector Fixed Income Private Pool Class F Premium T4
CIBC Multi-Sector Fixed Income Private Pool Class F Premium T6
CIBC Multi-Sector Fixed Income Private Pool Class FH Premium
CIBC Multi-Sector Fixed Income Private Pool Class FH Premium T4
CIBC Multi-Sector Fixed Income Private Pool Class FH Premium T6
CIBC Multi-Sector Fixed Income Private Pool Class N Premium
CIBC Multi-Sector Fixed Income Private Pool Class N Premium T4
CIBC Multi-Sector Fixed Income Private Pool Class N Premium T6
CIBC Multi-Sector Fixed Income Private Pool Class NH Premium
CIBC Multi-Sector Fixed Income Private Pool Class NH Premium T4
CIBC Multi-Sector Fixed Income Private Pool Class NH Premium T6
CIBC Multi-Sector Fixed Income Private Pool Class O
CIBC Multi-Sector Fixed Income Private Pool Class OH
CIBC Multi-Sector Fixed Income Private Pool Class S
CIBC Global Bond Private Pool
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Balanced Private Pools
CIBC Multi-Asset Global Balanced Income Private Pool Class O
CIBC Multi-Asset Global Balanced Income Private Pool Premium Class
CIBC Multi-Asset Global Balanced Income Private Pool Premium T4 Class
CIBC Multi-Asset Global Balanced Income Private Pool Premium T6 Class
CIBC Multi-Asset Global Balanced Income Private Pool N Premium Class
CIBC Multi-Asset Global Balanced Income Private Pool N Premium Class T4
CIBC Multi-Asset Global Balanced Income Private Pool N Premium Class T6
CIBC Multi-Asset Global Balanced Income Private Pool F Premium Class
CIBC Multi-Asset Global Balanced Income Private Pool F Premium T4 Class
CIBC Multi-Asset Global Balanced Income Private Pool F Premium T6 Class
CIBC Multi-Asset Global Balanced Private Pool Class O
CIBC Multi-Asset Global Balanced Private Pool Premium Class
CIBC Multi-Asset Global Balanced Private Pool Premium T4 Class
CIBC Multi-Asset Global Balanced Private Pool Premium T6 Class
CIBC Multi-Asset Global Balanced Private Pool N Premium Class
CIBC Multi-Asset Global Balanced Private Pool N Premium T4 Class
CIBC Multi-Asset Global Balanced Private Pool N Premium T6 Class
CIBC Multi-Asset Global Balanced Private Pool F Premium Class
CIBC Multi-Asset Global Balanced Private Pool F Premium T4 Class
CIBC Multi-Asset Global Balanced Private Pool F Premium T6 Class
Equity Income Private Pool
CIBC Equity Income Private Pool
Canadian Equity Private Pool
CIBC Canadian Equity Private Pool
U.S. Equity Private Pools
CIBC U.S. Equity Private Pool
Global Equity Private Pools
CIBC International Equity Private Pool
CIBC Global Equity Private Pool
CIBC Emerging Markets Equity Private Pool
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Specialty Private Pool
CIBC Real Assets Private Pool
CIBC Fixed Income Pool
Fixed Income Pool
CIBC Conservative Fixed Income Pool Class A
CIBC Conservative Fixed Income Pool Class F
CIBC Conservative Fixed Income Pool Class O
CIBC Core Fixed Income Pool Class A
CIBC Core Fixed Income Pool Class F
CIBC Core Fixed Income Pool Class O
CIBC Core Plus Fixed Income Pool Class A
CIBC Core Plus Fixed Income Pool Class F
CIBC Core Plus Fixed Income Pool Class O
CIBC Multi-Asset Absolute Return Strategy
CIBC Multi-Asset Absolute Return Strategy
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