When it comes to investing, you want results. At Renaissance Investments we harness the expertise of in-house and third-party money managers around the world to deliver enhanced performance under one brand - consolidate your investment solutions without sacrificing the breadth of selection.
Our comprehensive suite of 4 and 5-star rated funds demonstrate performance leadership across several core asset classes.
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|Fund Name||Fund Category||Overall
|Number of Funds||†MER||Portfolio Manager|
|Renaissance U.S. Equity Income Fund||U.S. Equity||★★★★★||891||0.97%||American Century Investment Management Inc.|
|Renaissance U.S. Equity Fund||U.S. Equity||★★★★★||891||1.07%||INTECH Investment Management Inc.|
|Renaissance U.S. Equity Growth Fund||U.S. Equity||★★★★★||891||1.27%||American Century Investment Management Inc.|
|Renaissance Emerging Markets Fund||Emerging Markets Equity||★★★★★||156||1.63%||Sophus Capital|
|Renaissance Global Small Cap Fund||Global Small/Mid Cap Equity||★★★★★||143||1.96%||Wasatch Advisors, Inc.|
|Renaissance Global Growth Fund||Global Equity||★★★★★||1034||1.30%||Walter Scott & Partners Limited|
|Renaissance Global Science & Technology Fund||Global Equity||★★★★★||1034||1.81%||CIBC Asset Management Inc.|
|Renaissance Optimal Global Equity Portfolio||Global Equity||★★★★★||1034||1.36%||American Century Investment Management, Inc., Pzena Investment Management, LLC, Maple-Brown Abbott Limited, Causeway Capital Management LLC, Wasatch Advisors, Inc.|
|Renaissance Global Value Fund||Global Equity||★★★★★||1034||1.43%||Pzena Investment Management Inc.|
|Renaissance International Equity Fund||International Equity||★★★★★||339||1.33%||Walter Scott & Partners Limited|
|Renaissance Global Infrastructure Fund||Global Infrastructure Equity||★★★★★||46||1.33%||Maple-Brown Abbott Limited|
|Renaissance Global Real Estate Fund||Real Estate Equity||★★★★★||83||1.33%||Cohen & Steers Capital Management, Inc.|
|Global Fixed Income|
|Renaissance Floating Rate Income Fund||Floating Rate Loans||★★★★★||76||1.08%||Ares Management, LLC|
|Renaissance Global Bond Fund||Global Fixed Income||★★★★★||227||1.20%||Brandywine Global Investment Management, LLC|
|Renaissance U.S. Dollar Corporate Bond Fund||Global Fixed Income||★★★★★||227||0.98%||Logan Circle Partners|
|Canadian Fixed Income|
|Renaissance Canadian Bond Fund||Canadian Fixed Income||★★★★★||463||0.92%||CIBC Asset Management Inc.|
|Renaissance Corporate Bond Fund||Canadian Fixed Income||★★★★★||463||0.81%||CIBC Asset Management Inc.|
|Renaissance Real Return Bond Fund||Canadian Inflation Protected Fixed Income||★★★★★||21||0.91%||CIBC Asset Management Inc.|
|Renaissance Short-Term Income Fund||Canadian Short-Term Fixed Income||★★★★★||193||0.88%||CIBC Asset Management Inc.|
|Renaissance US$ Diversified Income Fund||Global Fixed Income Balanced||★★★★★||288||1.70%||American Century Investment Management, Inc., Logan Circle Partners|
|Renaissance Optimal Growth & Income Portfolio||Global Neutral Balanced||★★★★★||959||1.05%||American Century Investment Management, Inc., Ares Management LLC, Brandywine Global Investment Management, LLC, CIBC Asset Management Inc, Maple-Brown Abbott Limited|
|Renaissance Optimal Income Portfolio||Canadian Fixed Income Balanced||★★★★★||433||0.92%||Ares Management LLC, Brandywine Global Investment Management, LLC, CIBC Asset Management Inc, Maple-Brown Abbott Limited|
|Renaissance Canadian Balanced Fund||Canadian Equity Balanced||★★★★★||377||0.92%||CIBC Asset Management Inc., American Century Investments Management Inc.|
†MERs as at August 31, 2017.
Morningstar Rating™ as at December 31, 2017 and is for the Class F only.
FundGrade A+ Awards as at December 31, 2017 (Class A for the period January 2017-December 2017).
Designed to highlight the best in the industry, and a mark of rare and singular achievement. The FundGrade A+ Rating identifies funds with not only the best risk-adjusted returns but also those demonstrating the highest level of consistency through an entire calendar year. Only 4% of investment fund products available in Canada have received this rating, from a universe of 31,000 funds.
The Morningstar Rating is a quantitative assessment of a fund's performance, both return and risk, as measured from one to five stars. It rewards consistent performance and reduces the possibility of strong short-term performance masking the inherent risk of a fund.