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Renaissance Investments™

PFIC Reporting



CIBC Asset Management offers investors who file U.S. tax returns, Passive Foreign Investment Company (PFIC) Annual Information Statements (AIS).

These AIS allow investors who file U.S. tax returns, with the advice of their tax advisor, to report holdings in their mutual funds as a Qualified Electing Fund Election (QEF) on Internal Revenue Service (IRS) Form 8621. Investors and advisors must complete Form 8621 for each Canadian mutual fund owned. A QEF allows long-term capital gains to be taxed at more favourable rates and helps investors avoid interest penalties.

U.S. tax laws regarding PFIC are complex, and we recommend that unitholders in Renaissance Investments consult with a U.S. tax advisor about the overall tax consequences and U.S. tax reporting requirements of their mutual funds.

The following information is provided to facilitate calculations and does not constitute tax advice.

To access more information about PFIC, please select the fund from the menu below. Select the PDF icon to download the file.


Questions?

  • Review the FAQ
  • Contact your Investment Advisor or a U.S. tax advisor.

Thank you for choosing Renaissance Investments.

Money Market Funds 

2016

Renaissance Canadian T-Bill Fund
Balanced Funds 

2016

Renaissance Canadian Balanced Fund
Renaissance Optimal Conservative Income Portfolio Class A
Renaissance Optimal Conservative Income Portfolio Class F
Renaissance Optimal Conservative Income Portfolio Class T4
Renaissance Optimal Conservative Income Portfolio Class T6
Renaissance Optimal Conservative Income Portfolio Select Class
Renaissance Optimal Conservative Income Portfolio Select T4 Class
Renaissance Optimal Conservative Income Portfolio Select T6 Class
Renaissance Optimal Conservative Income Portfolio Elite Class
Renaissance Optimal Conservative Income Portfolio Elite T4 Class
Renaissance Optimal Conservative Income Portfolio Elite T6 Class
Renaissance Optimal Growth & Income Portfolio Class A
Renaissance Optimal Growth & Income Portfolio Class F
Renaissance Optimal Growth & Income Portfolio Class T4
Renaissance Optimal Growth & Income Portfolio Class T6
Renaissance Optimal Growth & Income Portfolio Class T8
Renaissance Optimal Growth & Income Portfolio Select Class
Renaissance Optimal Growth & Income Portfolio Select T4 Class
Renaissance Optimal Growth & Income Portfolio Select T6 Class
Renaissance Optimal Growth & Income Portfolio Select T8 Class
Renaissance Optimal Growth & Income Portfolio Elite Class
Renaissance Optimal Growth & Income Portfolio Elite T4 Class
Renaissance Optimal Growth & Income Portfolio Elite T6 Class
Renaissance Optimal Growth & Income Portfolio Elite T8 Class
Renaissance Optimal Income Portfolio Class A
Renaissance Optimal Income Portfolio Class F
Renaissance Optimal Income Portfolio Class T6
Renaissance Optimal Income Portfolio Class T8
Renaissance Optimal Income Portfolio Select Class
Renaissance Optimal Income Portfolio Select T6 Class
Renaissance Optimal Income Portfolio Select T8 Class
Renaissance Optimal Income Portfolio Elite Class
Renaissance Optimal Income Portfolio Elite T6 Class
Renaissance Optimal Income Portfolio Elite T8 Class
Renaissance U.S. Dollar Diversified Income Fund Class A
Renaissance U.S. Dollar Diversified Income Fund Class F
Renaissance U.S. Dollar Diversified Income Fund Class F-Premium
Renaissance U.S. Dollar Diversified Income Fund Premium Class
Canadian Equity Funds 

2016

Renaissance Canadian All-Cap Equity Fund
Renaissance Canadian Core Value Fund Class A
Renaissance Canadian Core Value Fund Class F
Renaissance Canadian Growth Fund
Renaissance Canadian Small-Cap Fund
Fixed Income Funds 

2016

Renaissance Canadian Bond Fund
Renaissance Corporate Bond Fund
Renaissance Flexible Yield Fund
Renaissance Floating Rate Income Fund
Renaissance Global Bond Fund
Renaissance High-Yield Bond Fund
Renaissance Real Return Bond Fund
Renaissance Short-Term Income Fund
Renaissance U.S. Dollar Corporate Bond Fund
Equity Income Funds 

2016

Renaissance Canadian Dividend Fund
Renaissance Canadian Monthly Income Fund
Renaissance Diversified Income Fund
Renaissance High Income Fund (formerly Renaissance Millennium High Income Fund)
U.S. Equity Funds 

2016

Renaissance U.S. Equity Fund
Renaissance U.S. Equity Growth Currency Neutral Fund Class A
Renaissance U.S. Equity Growth Currency Neutral Fund Class F
Renaissance U.S. Equity Growth Fund
Renaissance U.S. Equity Income Fund
Renaissance U.S. Equity Value Fund
Global Equity Funds 

2016

Renaissance Asian Fund
Renaissance China Plus Fund
Renaissance Emerging Markets Fund
Renaissance European Fund
Renaissance Global Focus Currency Neutral Fund Class A
Renaissance Global Focus Currency Neutral Fund Class F
Renaissance Global Focus Fund
Renaissance Global Growth Currency Neutral Fund Class A
Renaissance Global Growth Currency Neutral Fund Class F
Renaissance Global Growth Fund
Renaissance Global Markets Fund
Renaissance Global Small-Cap Fund
Renaissance Global Value Fund
Renaissance International Dividend Fund
Renaissance International Equity Currency Neutral Fund Class A
Renaissance International Equity Currency Neutral Fund Class F
Renaissance International Equity Fund
Renaissance Optimal Global Equity Currency Neutral Portfolio Class A
Renaissance Optimal Global Equity Currency Neutral Portfolio Class F
Renaissance Optimal Global Equity Currency Neutral Portfolio Class T4
Renaissance Optimal Global Equity Currency Neutral Portfolio Class T6
Renaissance Optimal Global Equity Currency Neutral Portfolio Class T8
Renaissance Optimal Global Equity Currency Neutral Portfolio Select Class
Renaissance Optimal Global Equity Currency Neutral Portfolio Select T4 Class
Renaissance Optimal Global Equity Currency Neutral Portfolio Select T6 Class
Renaissance Optimal Global Equity Currency Neutral Portfolio Select T8 Class
Renaissance Optimal Global Equity Currency Neutral Portfolio Elite Class
Renaissance Optimal Global Equity Currency Neutral Portfolio Elite T4 Class
Renaissance Optimal Global Equity Currency Neutral Portfolio Elite T6 Class
Renaissance Optimal Global Equity Currency Neutral Portfolio Elite T8 Class
Renaissance Optimal Global Equity Portfolio Class A
Renaissance Optimal Global Equity Portfolio Class F
Renaissance Optimal Global Equity Portfolio Class T4
Renaissance Optimal Global Equity Portfolio Class T6
Renaissance Optimal Global Equity Portfolio Class T8
Renaissance Optimal Global Equity Portfolio Select Class
Renaissance Optimal Global Equity Portfolio Select T4 Class
Renaissance Optimal Global Equity Portfolio Select T6 Class
Renaissance Optimal Global Equity Portfolio Select T8 Class
Renaissance Optimal Global Equity Portfolio Elite Class
Renaissance Optimal Global Equity Portfolio Elite T4 Class
Renaissance Optimal Global Equity Portfolio Elite T6 Class
Renaissance Optimal Global Equity Portfolio Elite T8 Class
Specialty Funds 

2016

Renaissance Global Health Care Fund
Renaissance Global Infrastructure Currency Neutral Fund Class A
Renaissance Global Infrastructure Currency Neutral Fund Class F
Renaissance Global Infrastructure Fund
Renaissance Global Real Estate Currency Neutral Fund Class A
Renaissance Global Real Estate Currency Neutral Fund Class F
Renaissance Global Real Estate Fund
Renaissance Global Resource Fund
Renaissance Global Science & Technology Fund
Renaissance Optimal Inflation Opportunities Portfolio Class A
Renaissance Optimal Inflation Opportunities Portfolio Class F
Renaissance Optimal Inflation Opportunities Portfolio Select Class
Renaissance Optimal Inflation Opportunities Portfolio Elite Class