To seek long-term capital growth and income generation by investing primarily in a diversified portfolio of equity securities of foreign companies located in Europe, the Far East and the Pacific Rim.
Minimum Initial Investment:
Lump Sum
Initial: $500
Subsequent: $100
| Front-End Load Option | ATL914 |
|---|---|
| Back-End Load Option | - |
| Low Load Option | - |
| Closed to all purchases | |
| Front-End Load Option | - |
|---|---|
| Back-End Load Option** | ATL856 |
| Low Load Option** | ATL677 |
| Inception Date | Oct 25, 1996 |
|---|---|
| Fund Code | ATL856 |
| Assets Under Management ($000) As at : May 29, 2026 | $83,475 |
CIBC Asset Management is one of Canada's largest asset management firms and provides a broad range of high-quality global investment management solutions to retail and institutional clients.
Jonathan Cowan, CFA
Senior Quantitative Analyst & Portfolio Manager
Jonathan Cowan is a member of the Portfolio Management and Research Equities Team. Jonathan is responsible for the research and development of quantitative trading strategies and oversees day-to-day operational management for various investment portfolios.
Prior to joining CIBC Global Asset Management in 2019, Jonathan was a Senior Manager at RBC Global Asset Management, where he developed risk and portfolio management tools for investment teams. His previous experience includes working with the Canada Pension Plan Investment Board and Connor, Clark & Lunn Financial Group. Jonathan has over 15 years of experience employing quantitative techniques to enhance investment processes.
Jonathan holds a BMath degree in Computer Science from the University of Waterloo. He is also a CFA charterholder and a member of the CFA Society of Toronto.
Investment Style
| Value | Blend | Growth | |
|---|---|---|---|
| Top-down | |||
| Mix | |||
| Bottom-up |
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 0.1% | 6.6% | 6.5% | 13.2% | 9.5% | 4.0% | 4.6% | 3.6% |
As at: May 29, 2026 Performance figures are net of fees.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| 13.5% | 7.3% | 6.6% | (17.6%) | 8.3% | 9.70% | 10.3% | (10.9%) | 13.4% | (2.4%) |
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.
MERs have been annualized as at August 31, 2025 as disclosed in the Annual Management Report of Fund Performance. We may, in some cases, waive or absorb all or a portion of the fund’s operating expenses, Fixed Administration Fee and fund Costs, as applicable. The decision to waive or absorb is at our discretion and may continue indefinitely or be terminated at any time without notice to unitholders.
**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.
This material is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice nor does it constitute an offer or solicitation to buy or sell any securities referred to.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. To obtain a copy of the simplified prospectus, call 1-888-888-FUND (3863). Alternatively, you may obtain a copy from your advisor.
Any information or discussion about the current characteristics of this mutual fund or how the portfolio manager is managing the mutual fund that is supplementary to information in the prospectus is not a discussion about material investment objectives or strategies, but solely a discussion of the current characteristics or manner of fulfilling the investment objectives and strategies, and is subject to change without notice.
The indicated rates of return are the historical annual compounded total returns 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.
Past performance may not be repeated and is not indicative of future results.
The material and/or its contents may not be reproduced without the express written consent of CIBC Global Asset Management.
