Also available in Class F
Also available as CIBC International Equity ETF (CINT)
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. $50 minimum.
Annual Management Fee (excluding applicable taxes) as at Jan 1, 2022: 1.90%
Annualized Management Expense Ratio (including applicable taxes) as at Aug 31, 2022: 2.27%
| Front-End Load Option | ATL1868 |
|---|---|
| Back-End Load Option | - |
| Low Load Option | - |
| Closed to all purchases | |||||||||
| Front-End Load Option | - | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Back-End Load Option** | ATL1869 | ||||||||
| Low Load Option** | ATL2869 | ||||||||
| Inception Date | Jan 2, 2001 |
|---|---|
| Fund Code | ATL869 |
| Assets Under Management ($000) As at : 02/28/2023 | $1,552,920 |
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
Performance
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 3.9% | 13.2% | 5.5% | (2.0%) | 3.9% | 4.4% | 6.8% | 3.5% |
3 mo
6 mo
YTD
1 yr
3 yrs
5 yrs
10 yrs
Since Inception
3.9%
13.2%
5.5%
(2.0%)
3.9%
4.4%
6.8%
3.5%
As at: 02/28/2023
Calendar Year Performance
| 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|
| (18.6%) | 9.1% | 14.50% | 18.8% | (1.8%) | 17.0% | (0.2%) | 16.7% | 2.0% | 16.0% |
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
(18.6%)
9.1%
14.50%
18.8%
(1.8%)
17.0%
(0.2%)
16.7%
2.0%
16.0%
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.
The FundGrade A+® rating is used with permission from Fundata Canada Inc., all rights reserved. Fundata is a leading provider of market and investment funds data to the Canadian financial services industry and business media. The Fund-Grade A+® rating identifies funds that have consistently demonstrated the best risk-adjusted returns throughout an entire calendar year. For more information on the rating system, please visit www.Fundata.com/ProductsServices/FundGrade.aspx.
†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.
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®Renaissance Investments, Axiom and Axiom Portfolios are registered trademarks of CIBC Asset Management Inc.
The Renaissance Investments family of funds and the Axiom Portfolios are offered by CIBC Asset Management Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments.
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Please read the Renaissance Investment family of funds and Axiom Portfolios simplified prospectus before investing. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer, nor are they guaranteed.
There can be no assurance that a money market fund will be able to maintain its net asset value per unit at a constant amount or that the full amount of your investment will be returned to you. Their values change frequently and past performance may not be repeated. ®Axiom, Axiom Portfolios and Renaissance Investments are registered trademarks of CIBC Asset Management Inc.
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