Investor Site

 

Renaissance Investments™


Performance > Axiom Portfolios

Renaissance Performance

As of: November 30, 2017

Class A
  3
mths
6
mths
1
year
3
years
5
years
10
years
YTD Since
Inception
Axiom Balanced Income Portfolio 3.5% 1.5% 6.6% 4.1% 5.7% 4.1% 6.2% 4.2%
Axiom Diversified Monthly Income Portfolio 4.2% 2.8% 6.0% 3.8% 6.2% 4.3% 5.0% 4.7%
Axiom Balanced Growth Portfolio 4.9% 3.1% 9.3% 5.1% 7.4% 3.7% 8.5% 4.5%
Axiom Long-Term Growth Portfolio 5.6% 4.1% 10.5% 5.4% 8.0% 3.5% 9.3% 4.6%
Axiom Canadian Growth Portfolio 4.8% 4.2% 7.2% 3.5% 6.4% 3.0% 5.8% 4.4%
Axiom Global Growth Portfolio 7.0% 3.8% 14.7% 8.0% 10.5% 4.1% 13.8% 4.3%
Axiom Foreign Growth Portfolio 8.4% 3.8% 18.2% 10.0% 12.9% 4.8% 17.2% 4.4%
Axiom All Equity Portfolio 8.4% 5.2% 18.8% 9.6% 12.7% 4.0% 17.5% 4.8%


Axiom Performance for Class A, Class F, and Classes Closed to All Purchases

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Axiom Portfolios simplified prospectus before investing. The indicated rates of return are the historical annual compounded total returns for the Class A units, as at November 30, 2017 , 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, their values change frequently and past performance may not be repeated.