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Renaissance Investments™

Five-star funds. All-star investment talent.

Star Performance Advantage

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.


NEW: Increased value with lower fees

Explore more of our highly rated funds

Fund Name   Fund Category Overall
Number of Funds MER Portfolio Manager
U.S. Equity
Renaissance U.S. Equity Income Fund FundGrade A+ U.S. Equity ★★★★★ 874 0.97% American Century Investment Management Inc.
Renaissance U.S. Equity Fund   U.S. Equity ★★★★ 874 1.07% INTECH Investment Management Inc.
Global Equity
Renaissance Emerging Markets Fund   Emerging Markets Equity ★★★★ 160 1.63% Sophus Capital
Renaissance Global Small Cap Fund   Global Small/Mid Cap Equity ★★★★ 144 1.96% Wasatch Advisors, Inc.
Renaissance Global Growth Fund   Global Equity ★★★★★ 1030 1.30% Walter Scott & Partners Limited
Renaissance Global Science & Technology Fund FundGrade A+ Global Equity ★★★★★ 1030 1.81% CIBC Asset Management Inc.
Renaissance Optimal Global Equity Portfolio   Global Equity ★★★★ 1030 1.36% American Century Investment Management, Inc., Pzena Investment Management, LLC, Maple-Brown Abbott Limited, Causeway Capital Management LLC, Wasatch Advisors, Inc.
Renaissance International Equity Fund   International Equity ★★★★ 343 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 ★★★★★ 82 1.33% Cohen & Steers Capital Management, Inc.
Global Fixed Income
Renaissance Floating Rate Income Fund FundGrade A+ Floating Rate Loans ★★★★★ 73 1.08% Ares Management, LLC
Renaissance Global Bond Fund   Global Fixed Income ★★★★★ 221 1.20% Brandywine Global Investment Management, LLC
Renaissance U.S. Dollar Corporate Bond Fund   Global Fixed Income ★★★★★ 221 0.98% Logan Circle Partners
Canadian Fixed Income
Renaissance Canadian Bond Fund   Canadian Fixed Income ★★★★★ 449 0.92% CIBC Asset Management Inc.
Renaissance Corporate Bond Fund   Canadian Fixed Income ★★★★★ 449 0.81% CIBC Asset Management Inc.
Renaissance Real Return Bond Fund   Canadian Inflation Protected Fixed Income ★★★★ 23 0.91% CIBC Asset Management Inc.
Renaissance Short-Term Income Fund   Canadian Short-Term Fixed Income ★★★★ 192 0.88% CIBC Asset Management Inc.
Global Balanced
Renaissance US$ Diversified Income Fund   Global Fixed Income Balanced ★★★★★ 263 1.70% American Century Investment Management, Inc., Logan Circle Partners
Renaissance Optimal Growth & Income Portfolio   Global Neutral Balanced ★★★★ 920 1.05% American Century Investment Management, Inc., Ares Management LLC, Brandywine Global Investment Management, LLC, CIBC Asset Management Inc, Maple-Brown Abbott Limited
Canadian Balanced
Renaissance Optimal Income Portfolio   Canadian Fixed Income Balanced ★★★★★ 432 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 ★★★★ 366 0.92% CIBC Asset Management Inc., American Century Investments Management Inc.

MERs as at August 31, 2016 and is for the Class F only.
Morningstar Rating™ as at October 31, 2017 and is for the Class F only.
FundGrade A+ Awards as at December 31, 2016 (for the period January 2016-December 2016).

FundGrade A+ Logo

About FundGrade A+ Rating

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.

Morningstar Logo

About Morningstar

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.

The Fundata FundGrade A+ Awards are presented annually to Canadian investment funds that achieve consistently high FundGrade scores through an entire calendar year. For 2016, 263 top-performing Canadian mutual funds, exchange traded funds, segregated funds and responsible investing funds from 57 fund companies were awarded a FundGrade A+ Rating. FundGrade A+ is a supplemental calculation to the FundGrade ratings and is performed at the end of each calendar year. Eligible funds must have received a FundGrade rating every month in the previous year. FundGrade A+ uses a "GPA-style" calculation, where monthly FundGrades from "A" to "E" receive scores from 4 to 0, respectively. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded an A+ rating. Ratings are subject to change on a monthly basis.

Performance and the number of mutual funds in the category for Renaissance U.S. Equity Income Fund Class A for the period ended December 31, 2016 is as follows: 14.4%, 1124 funds (1 year), 17.8%, 754 (3 years) and 18.4% (since inception September 16, 2013).

Performance and the number of mutual funds in the category for Renaissance Floating Rate Income Fund Class A for the period ended December 31, 2016 is as follows: 3.4%, 103 funds (1 year), 10.0%, 50 (3 years) and 10.1% (since inception September 16, 2013).

For more information on the rating system,

Morningstar ratings may vary among share classes and are based on historical risk-adjusted total returns, which are not indicative of future results. Some funds may have experienced negative returns over the time periods rated. Class F share star ratings do not include the effect of sales charges which would lower performance. Ratings are for the share class cited only; other share classes have different performance and different Morningstar Ratings. Investment performance reflects applicable fee waivers. Without such waivers, total returns would be reduced and ratings could be lower.

The Morningstar Rating for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

© 2017 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and 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.

Renaissance Investments is offered by CIBC Asset Management Inc. 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 Renaissance Investments family of funds simplified prospectus, call 1-888-888-FUND (3863). The Manager waived some management fees and/or absorbed some operating expenses, which reduced the MERs. Please refer to the Annual Management Reports of Fund Performance for restated MERs, which reflect what the MERs would have been if the Manager had not waived some management fees and/or absorbed operating expenses. The decision to waive management fees and/or absorb operating expenses is reviewed annually and determined at the discretion of the Manager; this practice may continue indefinitely or can be terminated at any time. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. ®Renaissance Investments is a registered trademark of CIBC Asset Management Inc. The material and/or its contents may not be reproduced without the express written consent of CIBC Asset Management Inc.