To seek above-average, long-term growth of capital by investing primarily in a diversified portfolio of equity securities of small- to medium-sized Canadian issuers.
Minimum Initial Investment:
Lump Sum
Initial: $500
Subsequent: $100
Inception Date | Nov 3, 2005 |
---|---|
Fund Code | ATL023 |
Assets Under Management ($000) As at : 03/28/2024 | $63,733 |
Style
3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
---|---|---|---|---|---|---|---|
9.2% | 15.3% | 9.2% | 13.7% | 7.9% | 14.4% | 6.8% | 8.1% |
As at: 03/28/2024
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
---|---|---|---|---|---|---|---|---|---|
7.1% | (7.3%) | 22.2% | 37.50% | 20.8% | (21.5%) | 0.9% | 19.1% | (6.4%) | 4.0% |
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.
†Please refer to the Annual/Interim Management Reports of Fund Performance for further details.
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 F 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 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. The values of many mutual funds change frequently. Past performance may not be repeated.
Renaissance Canadian Small-Cap Fund - Class F won Best Canadian Small/Mid Cap Equity Fund over the 3-year period ending July 31, 2023 out of a total of 34 funds, as well as Best Canadian Small/Mid Cap Equity Fund over the 5-year period ending July 31, 2023 out of a total of 31 funds. Fund performance for the period ended October 31, 2023 is: 4.1% (1 year), 10.0% (3 years), 11.7% (5 years), 6.1% (10 years) and 7.4% (since inception November 3, 2005). The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is an objective, quantitative, risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG Lipper makes reasonable efforts to ensure the accuracy and reliability of the data used to calculate the awards, their accuracy is not guaranteed. LSEG Lipper Fund Awards, ©2023 LSEG. All rights reserved. Used under license.