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RENAISSANCE OPTIMAL INCOME PORTFOLIO



If one thing is certain in the current investment environment, it is uncertainty. The last decade has challenged investors to adjust to new market conditions and, in some cases, to re-evaluate their investment plans and goals.

If you would like to gain the advantage in this new market reality, consider the Renaissance Optimal Income Portfolio (OIP). It's been tested in two major down markets and shown to provide protection, income and opportunity for growth. It offers a smoother ride through volatile markets.


Key benefits

Renaissance Optimal Income Portfolio is an all-in-one income-generation solution that operates like a pension fund, building wealth while generating income.

OIP

Opportunity – Global asset classes typically used by pension funds provide unparalleled scope for long-term capital growth.

Income – A combination of diverse, income-generating asset classes.

Protection – Lower volatility through broad asset class and world-class investment manager diversification – tested in two major down markets.1

Features

  • Competitive Pricing – Competitive target MER of 1.90%2 (Class A)

  • Multiple Payout Options – Enhanced income potential through three T-Class payout options: 4%, 6% and 8%





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PORTFOLIO MANAGERS

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1Source: Morningstar Direct; S&P/TSX Composite Index: During the 2008 correction – from the market peak in June 2008 to its bottom in March 2009 – the Renaissance Optimal Income Portfolio outperformed the S&P/TSX Composite Index by more than 3,000 basis points. What's more, during the same time period, it was also 77% less volatile than the S&P/TSX. During the extended volatility of Summer 2011 -- from July 22, 2011 to October 3, 2011 -- the Renaissance Optimal Income Portfolio outperformed the S&P/TSX Composite Index by more than 1,300 basis points.
2Target MER. While Renaissance Investments intends to meet the stated target MER and will waive management fees or absorb certain expenses to do so, we may discontinue this practice at any time without notice.
The Portfolios intend to distribute monthly. The monthly distribution rate is set of an amount equal to approximately 4% per annum for Class A units, 6% per annum for Class T6 units and 8% per annum for Class T8 units, calculated as a percentage of the annual average net asset value of the Portfolios. The monthly distribution rates may be adjusted from time to time at our discretion. If the annual amount distributed exceeds the portfolio's net income and net realized capital gains, such excess will constitute a return of capital. The payment of distributions is not guaranteed and may fluctuate. T-Class distributions should not be confused with a portfolio's performance, rate of return or yield. If distributions paid by the Portfolio are greater than the performance of the portfolio, then the original investment will decline. Distributions paid as a result of capital gains realized by a portfolio and income and dividends earned by a Portfolio are taxable in clients' hands in the year they are paid. Please refer to the Funds' prospectus for information about the distribution policy and distribution frequency. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Renaissance Investments is offered by CIBC Asset Management Inc. ™Renaissance Investments and "invest well. live better." are registered trademarks of CIBC Asset Management Inc.