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Renaissance Investments™

How do you find positive results in low-rate, slow growth and often volatile markets?

Renaissance Optimal Income Portfolio has delivered real outcomes to real client needs through all market conditions since 2007.

Real Need:
Downside Protection
Real Outcome: A smoother ride through major market downturns
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Real Need:
Consistent Income
Real Outcome: Eight years of 4% average annual distribution1 with capital growth Sales ToolSales Tool
Real Need:
Stable Growth
Real Outcome: A more consistent annual return experience
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About the Renaissance Optimal Suite

The Renaissance Optimal Suite offers a range of all-in-one core investment solutions, each tailored to meet specific investor needs.

These portfolios carefully align multiple asset classes (global infrastructure, floating-rate loans, high-yield bonds, global bonds and more) and expert investment managers to offer a truly diversified approach.

PDFRenaissance Optimal Suite Brochure
1 Distribution yield of the Class A units of the fund for the period November 13, 2007 (inception) to December 31, 2015. The distribution yield at a given time is calculated by dividing the distributions made over the 12 month period prior to that time by the market value at that time. The fund intends to distribute monthly. The monthly distribution rate is expected to be 1/12th of approximately 4% per annum for Class A units. Distributions for other classes may vary. The monthly distribution rates may be adjusted from time to time at our discretion. The payment of distributions is not guaranteed and may fluctuate. If the annual amount distributed exceeds the portfolio's net income and net realized capital gains, such excess will constitute a return of capital. © 2016 Morningstar Research Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Morningstar RatingTM is the overall rating for Class F units as at December 31, 2015 and is subject to change monthly. Renaissance Optimal Income Portfolio, Class F received a Morningstar Rating of 5 stars over 3 years (338 funds rated) and 5 stars over 5 years (253 funds rated). The overall 5 star rating is calculated from a fund's 3- and 5-year returns measured against 91-day Treasury bill and peer group returns. The top 10% of the funds in a category get five stars. For greater details see www.morningstar.ca. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. The information presented is accurate at the time of first printing, and is subject to change without notice. Management fees for Class A and Class F units are outlined in the Fund Facts and Simplified Prospectus. Please read the Fund Facts or the Renaissance Investments Simplified Prospectus before investing. Mutual funds are not guaranteed, their values may change frequently and past performance may not be repeated. The views in these recordings are the personal views of the Portfolio Managers and should not be taken as the views of CIBC Asset Management Inc. These commentaries are provided for general informational purposes only and do not constitute financial, investment, tax, legal or accounting advice, nor do they constitute an offer or solicitation to buy or sell any securities referred to. Individual circumstances and current events are critical to sound investment planning; anyone wishing to act on these recordings should consult with his or her advisor. The information provided in these recordings has been obtained from sources believed to be reliable and are believed to be accurate at the time of publishing but we do not represent that they are accurate or complete and they should not be relied upon as such.