Products - Renaissance Investment Product Enhancements

On July 21, 2017 CIBC Asset Management Inc. (CAM) announced changes to its mutual funds line-up to offer Canadians increased value and greater accessibility to its products. The changes include management fee reductions, lower investment minimums and a simplified product offering across several classes of its mutual funds and private pools.

Management Fee Reduction

CAM is implementing management fee reductions across several classes of its mutual fund line-up to be effective on September 1, 2017. The changes will continue to add value for investors, following management fee reductions made in September 2016.

Select Product

Management Fee Reduction :

Change in Management Fee

Renaissance Funds
Class1
Current
New (effective
Sept. 1, 2017)
Renaissance Short-Term Income Fund 
A
1.20
0.10
F
0.70
0.60
Renaissance Real Return Bond Fund
A
1.50
1.40
F
0.75
0.65
Renaissance Canadian Bond Fund
A
1.50
1.10
F
0.75
0.60
Renaissance Corporate Bond Fund
A
1.50
1.40
F
0.75
0.65
Renaissance Global Bond Fund
A
1.75
1.50
F
1.00
0.75
Renaissance U.S. Dollar Diversified Income Fund
A
1.60
1.55
F
0.85
0.80
Renaissance International Dividend Fund
A
2.00
1.70
F
1.00
0.95
Renaissance International Equity Fund
A
2.00
1.95
F
1.00
0.95
Renaissance International Equity Currency Neutral Fund
A
2.00
1.95
F
1.00
0.95
Renaissance Global Focus Fund
A
2.00
1.95
F
1.00
0.95
Renaissance Global Focus Currency Neutral Fund
A
2.00
1.95
F
1.00
0.95
Renaissance Global Growth Fund
A
2.00
1.95
F
1.00
0.95
Renaissance Global Growth Currency Neutral Fund
A
2.00
1.95
F
1.00
0.95
Renaissance Global Value Fund
A
2.00
1.95
F
1.00
0.95
Renaissance Global Small-Cap Fund
A
2.25
2.00
F
1.25
1.00

Change in Management Fee

Renaissance Private Pool
Class2
Current
New (effective
Sept. 1, 2017)
Renaissance Multi-Asset Global Balanced Income Private Pool
Premium Class
1.55
1.50

Change in Management Fee

CIBC Mutual Funds
Class
Current
New (effective
Sept. 1, 2017)
CIBC Short-Term Income Fund
A
1.25
1.10
CIBC Canadian Bond Fund
A
1.25
1.10

Management Fee Reduction : Renaissance Funds

Change in Management Fee

Renaissance Funds
Class1
Current
New (effective
Sept. 1, 2017)
Renaissance Short-Term Income Fund 
A
1.20
0.10
F
0.70
0.60
Renaissance Real Return Bond Fund
A
1.50
1.40
F
0.75
0.65
Renaissance Canadian Bond Fund
A
1.50
1.10
F
0.75
0.60
Renaissance Corporate Bond Fund
A
1.50
1.40
F
0.75
0.65
Renaissance Global Bond Fund
A
1.75
1.50
F
1.00
0.75
Renaissance U.S. Dollar Diversified Income Fund
A
1.60
1.55
F
0.85
0.80
Renaissance International Dividend Fund
A
2.00
1.70
F
1.00
0.95
Renaissance International Equity Fund
A
2.00
1.95
F
1.00
0.95
Renaissance International Equity Currency Neutral Fund
A
2.00
1.95
F
1.00
0.95
Renaissance Global Focus Fund
A
2.00
1.95
F
1.00
0.95
Renaissance Global Focus Currency Neutral Fund
A
2.00
1.95
F
1.00
0.95
Renaissance Global Growth Fund
A
2.00
1.95
F
1.00
0.95
Renaissance Global Growth Currency Neutral Fund
A
2.00
1.95
F
1.00
0.95
Renaissance Global Value Fund
A
2.00
1.95
F
1.00
0.95
Renaissance Global Small-Cap Fund
A
2.25
2.00
F
1.25
1.00

Management Fee Reduction : Renaissance Private Pools

Change in Management Fee

Renaissance Private Pool
Class2
Current
New (effective
Sept. 1, 2017)
Renaissance Multi-Asset Global Balanced Income Private Pool
Premium Class
1.55
1.50

Management Fee Reduction : CIBC Mutual Funds

Change in Management Fee

CIBC Mutual Funds
Class
Current
New (effective
Sept. 1, 2017)
CIBC Short-Term Income Fund
A
1.25
1.10
CIBC Canadian Bond Fund
A
1.25
1.10

Minimum Investment & High Net Worth (HNW) Class Changes

CAM will reduce initial minimum investment amounts to make certain solutions more accessible for Canadian investors. While also capping and terminating several mutual fund classes in order to simplify and streamline its product offer.

Select Product

Minimum Investment & High Net Worth (HNW) Class Changes :

Effective end of business day July 21, 2017, the terminating classes will be closed to all purchases from existing and new unit holders (including through regular investment plans). The classes will be subsequently terminated on or about October 13, 2017.

The capping classes will be closed to all purchases from existing and new unit holders (including through regular investment plans) effective September 1, 2017

 
Premium Class
Class F-Premium
Renaissance Funds
Fund Code
Status
Fund Code
Status
Renaissance Money Market Fund
Premium Class
ATL1200
Capped
Class F-Premium
N/A
-
Renaissance Short Term Income Fund
Premium Class
ATL1206
Capped
Class F-Premium
ATL1207
Capped
Renaissance Real Return Bond Fund
Premium Class
ATL1212
Capped
Class F-Premium
ATL1213
Terminated
Renaissance Canadian Bond Fund
Premium Class
ATL1204
Capped
Class F-Premium
ATL1205
Capped
Renaissance Corporate Bond Fund
Premium Class
ATL1202
Capped
Class F-Premium
ATL1203
Capped
Renaissance U.S. Dollar Corporate Bond Fund
Premium Class
ATL2475
Capped
Class F-Premium
ATL2477
Capped
Renaissance Global Bond Fund
Premium Class
ATL1210
Capped
Class F-Premium
ATL1211
Capped
Renaissance High Yield Bond Fund
Premium Class
ATL1208
Capped
Class F-Premium
ATL1209
Terminated
Renaissance Floating Rate Income Fund
Premium Class
ATL2509
Capped
Class F-Premium
ATL2513
Capped
Renaissance Floating Rate Income Fund (US$)
Premium Class
ATL2510
Capped
Class F-Premium
ATL2514
Capped
Renaissance Floating Rate Income Fund (Hedged)
Premium Class
ATL2482
Capped
Class F-Premium
ATL2484
Capped
Renaissance Flexible Yield Fund
Premium Class
ATL3702
Capped
Class F-Premium
ATL3704
Capped
Renaissance Flexible Yield Fund (US$)
Premium Class
ATL3712
Capped
Class F-Premium
ATL3713
Capped
Renaissance Flexible Yield Fund (Hedged)
Premium Class
ATL3703
Capped
Class F-Premium
ATL3705
Capped
Renaissance U.S. Dollar Diversified Income Fund
Premium Class
ATL2805
Capped
Class F-Premium
ATL2806
Capped
Renaissance U.S. Equity Income Fund
Premium Class
N/A
-
Class F-Premium
ATL2494
Capped
Renaissance U.S. Equity Income Fund (US$)
Premium Class
N/A
-
Class F-Premium
ATL2495
Capped
Renaissance U.S. Equity Income Fund (Hedged)
Premium Class
N/A
-
Class F-Premium
ATL3281
Capped
FE: Front-End Load BE: Back-End Load LL: Low Load
 
Class T8
Select Class
Elite Class
Renaissance Optimal Portfolios
Fund Code
Status
Fund Code
Status
Fund Code
Status
Renaissance Optimal Conservative Income Portfolio
Class T8
-
-
Select Class
FE: ATL2921
BE: ATL2923
LL: ATL2922
Capped
Elite Class
FE: ATL2930
BE: ATL2932
LL: ATL2931
Capped
Renaissance Optimal Conservative Income Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2924
BE: ATL2926
LL: ATL2925
Capped
Elite Class
FE: ATL2933
BE: ATL2935
LL: ATL2934
Terminated
Renaissance Optimal Conservative Income Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2927
BE: ATL2929
LL: ATL2928
Terminated
Elite Class
FE: ATL2936
BE: ATL2938
LL: ATL2937
Terminated
Renaissance Optimal Income Portfolio
Class T8
-
-
Select Class
FE: ATL2401
BE: ATL2403
LL: ATL2402
Capped
Elite Class
FE: ATL2404
BE: ATL2406
LL: ATL2405
Capped
Renaissance Optimal Income Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2407
BE: ATL2409
LL: ATL2408
Capped
Elite Class
FE: ATL2410
BE: ATL2412
LL: ATL2411
Capped
Renaissance Optimal Income Portfolio Class T8
Class T8
FE: ATL056
BE: ATL058
LL: ATL057
Capped
Select Class
FE: ATL2413
BE: ATL2415
LL: ATL2414
Capped
Elite Class
FE: ATL2416
BE: ATL2418
LL: ATL2417
Capped
Renaissance Optimal Growth & Income Portfolio
Class T8
-
-
Select Class
FE: ATL2953
BE: ATL2955
LL: ATL2954
Capped
Elite Class
FE: ATL2965
BE: ATL2967
LL: ATL2966
Capped
Renaissance Optimal Growth & Income Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2956
BE: ATL2958
LL: ATL2957
Capped
Elite Class
FE: ATL2968
BE: ATL2970
LL: ATL2969
Terminated
Renaissance Optimal Growth & Income Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2959
BE: ATL2961
LL: ATL2960
Capped
Elite Class
FE: ATL2971
BE: ATL2973
LL: ATL2972
Capped
Renaissance Optimal Growth & Income Portfolio Class T8
Class T8
FE: ATL2950
BE: ATL2952
LL: ATL2951
Capped
Select Class
FE: ATL2962
BE: ATL2964
LL: ATL2963
Terminated
Elite Class
FE: ATL2974
BE: ATL2976
LL: ATL2975
Capped
Renaissance Optimal Global Equity Portfolio
Class T8
-
-
Select Class
FE: ATL2419
BE: ATL2421
LL: ATL2420
Terminated
Elite Class
FE: ATL2422
BE: ATL2424
LL: ATL2423
Terminated
Renaissance Optimal Global Equity Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2434
BE: ATL2436
LL: ATL2435
Terminated
Elite Class
FE: ATL2437
BE: ATL2439
LL: ATL2438
Capped
Renaissance Optimal Global Equity Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2440
BE: ATL2442
LL: ATL2441
Terminated
Elite Class
FE: ATL2443
BE: ATL2445
LL: ATL2444
Terminated
Renaissance Optimal Global Equity Portfolio Class T8
Class T8
FE: ATL2431
BE: ATL2433
LL: ATL2432
Terminated
Select Class
FE: ATL2446
BE: ATL2448
LL: ATL2447
Terminated
Elite Class
FE: ATL2449
BE: ATL2451
LL: ATL2450
Terminated
Renaissance Optimal Global Equity Currency Neutral Portfolio
Class T8
-
-
Select Class
FE: ATL1270
BE: ATL1272
LL: ATL1271
Terminated
Elite Class
FE: ATL1273
BE: ATL1275
LL: ATL1274
Terminated
Renaissance Optimal Global Equity Currency Neutral Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL1285
BE: ATL1287
LL: ATL1286
Terminated
Elite Class
FE: ATL1294
BE: ATL1296
LL: ATL1295
Terminated
Renaissance Optimal Global Equity Currency Neutral Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL1288
BE: ATL1290
LL: ATL1289
Terminated
Elite Class
FE: ATL1297
BE: ATL1299
LL: ATL1298
Terminated
Renaissance Optimal Global Equity Currency Neutral Portfolio Class T8
Class T8
FE: ATL1282
BE: ATL1284
LL: ATL1283
Terminated
Select Class
FE: ATL1291
BE: ATL1293
LL: ATL1292
Terminated
Elite Class
FE: ATL1300
BE: ATL1302
LL: ATL1301
Terminated
Renaissance Optimal Inflation Opportunities Portfolio
Class T8
-
-
Select Class
FE: ATL2466
BE: ATL2468
LL: ATL2467
Terminated
Elite Class
FE: ATL2469
BE: ATL2471
LL: ATL2470
Terminated

The Renaissance Private Investment Program (RPIP), a customizable solution for affluent investors, will have a lowered minimum requirement of $100,000 (from $150,000). As well, Financial Groups with $250,000 total assets (previously $500,000) in one or more Renaissance Private Pools, will be exempted from the minimum requirement of $100,000 per Pool.*

 
Minimum Investment Per Pool Per Account
Waiving minimum on
all pools
 
Before
Sept 1, 2017
Effective
Sept 1, 2017
Before
Sept 1, 2017
Effective
Sept 1, 2017
All private pools (except Renaissance Real Assets Private Pool)
Minimum Investment Per Pool Per Account
$150,000
$100,000
Waiving minimum on
all pools
$500,000
$250,000
Renaissance Real Assets Private Pool
Minimum Investment Per Pool Per Account
$10,000
$10,000
Waiving minimum on
all pools
$500,000
$250,000

Effective end of business day July 21, 2017, the terminating classes will be closed to all purchases from existing and new unitholders (including through regular investment plans). The classes will be subsequently terminated on or about October 13, 2017.

The capping classes will be closed to all purchases from existing and new unitholders (including through regular investment plans) effective September 1, 2017

*Effective September 1, 2017 the minimum investment amount for all Axiom Portfolios is $500

FE: Front-End Load BE: Back-End Load LL: Low Load
 
Class T8
Select Class
Elite Class
Axiom Portfolios
Fund Code
Status
Fund Code
Status
Fund Code
Status
Axiom Balanced Income Portfolio
Class T8
-
-
Select Class
FE: ATL926
BE: ATL928
LL: ATL927
Capped
Elite Class
FE: ATL950
BE: ATL952
LL: ATL951
Capped
Axiom Balanced Income Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2610
BE: ATL2612
LL: ATL2611
Capped
Elite Class
FE: ATL2613
BE: ATL2615
LL: ATL2614
Capped
Axiom Balanced Income Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2616
BE: ATL2618
LL: ATL2617
Capped
Elite Class
FE: ATL2619
BE: ATL2621
LL: ATL2620
Terminated
Axiom Balanced Income Portfolio Class T8
Class T8
FE: ATL2607
BE: ATL2609
LL: ATL2608
Capped
Select Class
FE: ATL2622
BE: ATL2624
LL: ATL2623
Terminated
Elite Class
FE: ATL2625
BE: ATL2627
LL: ATL2626
Terminated
Axiom Diversified Monthly Income Portfolio
Class T8
-
-
Select Class
FE: ATL929
BE: ATL931
LL: ATL930
Capped
Elite Class
FE: ATL953
BE: ATL955
LL: ATL954
Capped
Axiom Diversified Monthly Income Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL075
BE: ATL077
LL: ATL076
Capped
Elite Class
FE: ATL078
BE: ATL080
LL: ATL079
Terminated
Axiom Diversified Monthly Income Portfolio Class T8
Class T8
FE: ATL081
BE: ATL083
LL: ATL082
Capped
Select Class
FE: ATL084
BE: ATL086
LL: ATL085
Terminated
Elite Class
FE: ATL087
BE: ATL089
LL: ATL088
Terminated
Axiom Balanced Growth Portfolio
Class T8
-
-
Select Class
FE: ATL932
BE: ATL934
LL: ATL933
Capped
Elite Class
FE: ATL956
BE: ATL958
LL: ATL957
Capped
Axiom Balanced Growth Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2637
BE: ATL2639
LL: ATL2638
Terminated
Elite Class
FE: ATL2640
BE: ATL2642
LL: ATL2641
Terminated
Axiom Balanced Growth Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2643
BE: ATL2645
LL: ATL2644
Terminated
Elite Class
FE: ATL2646
BE: ATL2648
LL: ATL2647
Capped
Axiom Balanced Growth Portfolio Class T8
Class T8
FE: ATL2634
BE: ATL2636
LL: ATL2635
Capped
Select Class
FE: ATL2649
BE: ATL2651
LL: ATL2650
Terminated
Elite Class
FE: ATL2652
BE: ATL2654
LL: ATL2653
Terminated
Axiom Long-Term Growth Portfolio
Class T8
-
-
Select Class
FE: ATL935
BE: ATL937
LL: ATL936
Capped
Elite Class
FE: ATL959
BE: ATL961
LL: ATL960
Capped
Axiom Long-Term Growth Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2664
BE: ATL2666
LL: ATL2665
Terminated
Elite Class
FE: ATL2667
BE: ATL2669
LL: ATL2668
Terminated
Axiom Long-Term Growth Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2670
BE: ATL2672
LL: ATL2671
Terminated
Elite Class
FE: ATL2673
BE: ATL2675
LL: ATL2674
Terminated
Axiom Long-Term Growth Portfolio Class T8
Class T8
FE: ATL2661
BE: ATL2663
LL: ATL2662
Terminated
Select Class
FE: ATL2676
BE: ATL2678
LL: ATL2677
Terminated
Elite Class
FE: ATL2679
BE: ATL2681
LL: ATL2680
Terminated
Axiom Canadian Growth Portfolio
Class T8
-
-
Select Class
FE: ATL938
BE: ATL940
LL: ATL939
Terminated
Elite Class
FE: ATL962
BE: ATL964
LL: ATL963
Terminated
Axiom Canadian Growth Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2691
BE: ATL2693
LL: ATL2692
Terminated
Elite Class
FE: ATL2694
BE: ATL2696
LL: ATL2695
Terminated
Axiom Canadian Growth Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2697
BE: ATL2699
LL: ATL2698
Terminated
Elite Class
FE: ATL2700
BE: ATL2702
LL: ATL2701
Terminated
Axiom Canadian Growth Portfolio Class T8
Class T8
FE: ATL2688
BE: ATL2690
LL: ATL2689
Terminated
Select Class
FE: ATL2703
BE: ATL2705
LL: ATL2704
Terminated
Elite Class
FE: ATL2706
BE: ATL2708
LL: ATL2707
Terminated
Axiom Global Growth Portfolio
Class T8
-
-
Select Class
FE: ATL941
BE: ATL943
LL: ATL942
Capped
Elite Class
FE: ATL965
BE: ATL967
LL: ATL966
Capped
Axiom Global Growth Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2745
BE: ATL2747
LL: ATL2746
Terminated
Elite Class
FE: ATL2748
BE: ATL2750
LL: ATL2749
Terminated
Axiom Global Growth Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2751
BE: ATL2753
LL: ATL2752
Terminated
Elite Class
FE: ATL2754
BE: ATL2756
LL: ATL2755
Terminated
Axiom Global Growth Portfolio Class T8
Class T8
FE: ATL2742
BE: ATL2744
LL: ATL2743
Terminated
Select Class
FE: ATL2757
BE: ATL2759
LL: ATL2758
Terminated
Elite Class
FE: ATL2760
BE: ATL2762
LL: ATL2761
Terminated
Axiom Foreign Growth Portfolio
Class T8
-
-
Select Class
FE: ATL944
BE: ATL946
LL: ATL945
Terminated
Elite Class
FE: ATL968
BE: ATL970
LL: ATL969
Terminated
Axiom Foreign Growth Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2718
BE: ATL2720
LL: ATL2719
Terminated
Elite Class
FE: ATL2721
BE: ATL2723
LL: ATL2722
Terminated
Axiom Foreign Growth Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2724
BE: ATL2726
LL: ATL2725
Terminated
Elite Class
FE: ATL2727
BE: ATL2729
LL: ATL2728
Terminated
Axiom Foreign Growth Portfolio Class T8
Class T8
FE: ATL2715
BE: ATL2717
LL: ATL2716
Terminated
Select Class
FE: ATL2730
BE: ATL2732
LL: ATL2731
Terminated
Elite Class
FE: ATL2733
BE: ATL2735
LL: ATL2734
Terminated
Axiom All Equity Portfolio
Class T8
-
-
Select Class
FE: ATL947
BE: ATL949
LL: ATL948
Capped
Elite Class
FE: ATL971
BE: ATL979
LL: ATL978
Terminated
Axiom All Equity Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2772
BE: ATL2774
LL: ATL2773
Terminated
Elite Class
FE: ATL2775
BE: ATL2777
LL: ATL2776
Terminated
Axiom All Equity Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2778
BE: ATL2780
LL: ATL2779
Terminated
Elite Class
FE: ATL2781
BE: ATL2783
LL: ATL2782
Terminated
Axiom All Equity Portfolio Class T8
Class T8
FE: ATL2769
BE: ATL2771
LL: ATL2770
Terminated
Select Class
FE: ATL2784
BE: ATL2786
LL: ATL2785
Terminated
Elite Class
FE: ATL2787
BE: ATL2789
LL: ATL2788
Terminated

Minimum Investment & High Net Worth (HNW) Class Changes : Renaissance Funds

Effective end of business day July 21, 2017, the terminating classes will be closed to all purchases from existing and new unit holders (including through regular investment plans). The classes will be subsequently terminated on or about October 13, 2017.

The capping classes will be closed to all purchases from existing and new unit holders (including through regular investment plans) effective September 1, 2017

 
Premium Class
Class F-Premium
Renaissance Funds
Fund Code
Status
Fund Code
Status
Renaissance Money Market Fund
Premium Class
ATL1200
Capped
Class F-Premium
N/A
-
Renaissance Short Term Income Fund
Premium Class
ATL1206
Capped
Class F-Premium
ATL1207
Capped
Renaissance Real Return Bond Fund
Premium Class
ATL1212
Capped
Class F-Premium
ATL1213
Terminated
Renaissance Canadian Bond Fund
Premium Class
ATL1204
Capped
Class F-Premium
ATL1205
Capped
Renaissance Corporate Bond Fund
Premium Class
ATL1202
Capped
Class F-Premium
ATL1203
Capped
Renaissance U.S. Dollar Corporate Bond Fund
Premium Class
ATL2475
Capped
Class F-Premium
ATL2477
Capped
Renaissance Global Bond Fund
Premium Class
ATL1210
Capped
Class F-Premium
ATL1211
Capped
Renaissance High Yield Bond Fund
Premium Class
ATL1208
Capped
Class F-Premium
ATL1209
Terminated
Renaissance Floating Rate Income Fund
Premium Class
ATL2509
Capped
Class F-Premium
ATL2513
Capped
Renaissance Floating Rate Income Fund (US$)
Premium Class
ATL2510
Capped
Class F-Premium
ATL2514
Capped
Renaissance Floating Rate Income Fund (Hedged)
Premium Class
ATL2482
Capped
Class F-Premium
ATL2484
Capped
Renaissance Flexible Yield Fund
Premium Class
ATL3702
Capped
Class F-Premium
ATL3704
Capped
Renaissance Flexible Yield Fund (US$)
Premium Class
ATL3712
Capped
Class F-Premium
ATL3713
Capped
Renaissance Flexible Yield Fund (Hedged)
Premium Class
ATL3703
Capped
Class F-Premium
ATL3705
Capped
Renaissance U.S. Dollar Diversified Income Fund
Premium Class
ATL2805
Capped
Class F-Premium
ATL2806
Capped
Renaissance U.S. Equity Income Fund
Premium Class
N/A
-
Class F-Premium
ATL2494
Capped
Renaissance U.S. Equity Income Fund (US$)
Premium Class
N/A
-
Class F-Premium
ATL2495
Capped
Renaissance U.S. Equity Income Fund (Hedged)
Premium Class
N/A
-
Class F-Premium
ATL3281
Capped
FE: Front-End Load BE: Back-End Load LL: Low Load
 
Class T8
Select Class
Elite Class
Renaissance Optimal Portfolios
Fund Code
Status
Fund Code
Status
Fund Code
Status
Renaissance Optimal Conservative Income Portfolio
Class T8
-
-
Select Class
FE: ATL2921
BE: ATL2923
LL: ATL2922
Capped
Elite Class
FE: ATL2930
BE: ATL2932
LL: ATL2931
Capped
Renaissance Optimal Conservative Income Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2924
BE: ATL2926
LL: ATL2925
Capped
Elite Class
FE: ATL2933
BE: ATL2935
LL: ATL2934
Terminated
Renaissance Optimal Conservative Income Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2927
BE: ATL2929
LL: ATL2928
Terminated
Elite Class
FE: ATL2936
BE: ATL2938
LL: ATL2937
Terminated
Renaissance Optimal Income Portfolio
Class T8
-
-
Select Class
FE: ATL2401
BE: ATL2403
LL: ATL2402
Capped
Elite Class
FE: ATL2404
BE: ATL2406
LL: ATL2405
Capped
Renaissance Optimal Income Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2407
BE: ATL2409
LL: ATL2408
Capped
Elite Class
FE: ATL2410
BE: ATL2412
LL: ATL2411
Capped
Renaissance Optimal Income Portfolio Class T8
Class T8
FE: ATL056
BE: ATL058
LL: ATL057
Capped
Select Class
FE: ATL2413
BE: ATL2415
LL: ATL2414
Capped
Elite Class
FE: ATL2416
BE: ATL2418
LL: ATL2417
Capped
Renaissance Optimal Growth & Income Portfolio
Class T8
-
-
Select Class
FE: ATL2953
BE: ATL2955
LL: ATL2954
Capped
Elite Class
FE: ATL2965
BE: ATL2967
LL: ATL2966
Capped
Renaissance Optimal Growth & Income Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2956
BE: ATL2958
LL: ATL2957
Capped
Elite Class
FE: ATL2968
BE: ATL2970
LL: ATL2969
Terminated
Renaissance Optimal Growth & Income Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2959
BE: ATL2961
LL: ATL2960
Capped
Elite Class
FE: ATL2971
BE: ATL2973
LL: ATL2972
Capped
Renaissance Optimal Growth & Income Portfolio Class T8
Class T8
FE: ATL2950
BE: ATL2952
LL: ATL2951
Capped
Select Class
FE: ATL2962
BE: ATL2964
LL: ATL2963
Terminated
Elite Class
FE: ATL2974
BE: ATL2976
LL: ATL2975
Capped
Renaissance Optimal Global Equity Portfolio
Class T8
-
-
Select Class
FE: ATL2419
BE: ATL2421
LL: ATL2420
Terminated
Elite Class
FE: ATL2422
BE: ATL2424
LL: ATL2423
Terminated
Renaissance Optimal Global Equity Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2434
BE: ATL2436
LL: ATL2435
Terminated
Elite Class
FE: ATL2437
BE: ATL2439
LL: ATL2438
Capped
Renaissance Optimal Global Equity Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2440
BE: ATL2442
LL: ATL2441
Terminated
Elite Class
FE: ATL2443
BE: ATL2445
LL: ATL2444
Terminated
Renaissance Optimal Global Equity Portfolio Class T8
Class T8
FE: ATL2431
BE: ATL2433
LL: ATL2432
Terminated
Select Class
FE: ATL2446
BE: ATL2448
LL: ATL2447
Terminated
Elite Class
FE: ATL2449
BE: ATL2451
LL: ATL2450
Terminated
Renaissance Optimal Global Equity Currency Neutral Portfolio
Class T8
-
-
Select Class
FE: ATL1270
BE: ATL1272
LL: ATL1271
Terminated
Elite Class
FE: ATL1273
BE: ATL1275
LL: ATL1274
Terminated
Renaissance Optimal Global Equity Currency Neutral Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL1285
BE: ATL1287
LL: ATL1286
Terminated
Elite Class
FE: ATL1294
BE: ATL1296
LL: ATL1295
Terminated
Renaissance Optimal Global Equity Currency Neutral Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL1288
BE: ATL1290
LL: ATL1289
Terminated
Elite Class
FE: ATL1297
BE: ATL1299
LL: ATL1298
Terminated
Renaissance Optimal Global Equity Currency Neutral Portfolio Class T8
Class T8
FE: ATL1282
BE: ATL1284
LL: ATL1283
Terminated
Select Class
FE: ATL1291
BE: ATL1293
LL: ATL1292
Terminated
Elite Class
FE: ATL1300
BE: ATL1302
LL: ATL1301
Terminated
Renaissance Optimal Inflation Opportunities Portfolio
Class T8
-
-
Select Class
FE: ATL2466
BE: ATL2468
LL: ATL2467
Terminated
Elite Class
FE: ATL2469
BE: ATL2471
LL: ATL2470
Terminated

Minimum Investment & High Net Worth (HNW) Class Changes : Renaissance Private Pools

The Renaissance Private Investment Program (RPIP), a customizable solution for affluent investors, will have a lowered minimum requirement of $100,000 (from $150,000). As well, Financial Groups with $250,000 total assets (previously $500,000) in one or more Renaissance Private Pools, will be exempted from the minimum requirement of $100,000 per Pool.*

 
Minimum Investment Per Pool Per Account
Waiving minimum on
all pools
 
Before
Sept 1, 2017
Effective
Sept 1, 2017
Before
Sept 1, 2017
Effective
Sept 1, 2017
All private pools (except Renaissance Real Assets Private Pool)
Minimum Investment Per Pool Per Account
$150,000
$100,000
Waiving minimum on
all pools
$500,000
$250,000
Renaissance Real Assets Private Pool
Minimum Investment Per Pool Per Account
$10,000
$10,000
Waiving minimum on
all pools
$500,000
$250,000

Minimum Investment & High Net Worth (HNW) Class Changes : Axiom Portfolios

Effective end of business day July 21, 2017, the terminating classes will be closed to all purchases from existing and new unitholders (including through regular investment plans). The classes will be subsequently terminated on or about October 13, 2017.

The capping classes will be closed to all purchases from existing and new unitholders (including through regular investment plans) effective September 1, 2017

*Effective September 1, 2017 the minimum investment amount for all Axiom Portfolios is $500

FE: Front-End Load BE: Back-End Load LL: Low Load
 
Class T8
Select Class
Elite Class
Axiom Portfolios
Fund Code
Status
Fund Code
Status
Fund Code
Status
Axiom Balanced Income Portfolio
Class T8
-
-
Select Class
FE: ATL926
BE: ATL928
LL: ATL927
Capped
Elite Class
FE: ATL950
BE: ATL952
LL: ATL951
Capped
Axiom Balanced Income Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2610
BE: ATL2612
LL: ATL2611
Capped
Elite Class
FE: ATL2613
BE: ATL2615
LL: ATL2614
Capped
Axiom Balanced Income Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2616
BE: ATL2618
LL: ATL2617
Capped
Elite Class
FE: ATL2619
BE: ATL2621
LL: ATL2620
Terminated
Axiom Balanced Income Portfolio Class T8
Class T8
FE: ATL2607
BE: ATL2609
LL: ATL2608
Capped
Select Class
FE: ATL2622
BE: ATL2624
LL: ATL2623
Terminated
Elite Class
FE: ATL2625
BE: ATL2627
LL: ATL2626
Terminated
Axiom Diversified Monthly Income Portfolio
Class T8
-
-
Select Class
FE: ATL929
BE: ATL931
LL: ATL930
Capped
Elite Class
FE: ATL953
BE: ATL955
LL: ATL954
Capped
Axiom Diversified Monthly Income Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL075
BE: ATL077
LL: ATL076
Capped
Elite Class
FE: ATL078
BE: ATL080
LL: ATL079
Terminated
Axiom Diversified Monthly Income Portfolio Class T8
Class T8
FE: ATL081
BE: ATL083
LL: ATL082
Capped
Select Class
FE: ATL084
BE: ATL086
LL: ATL085
Terminated
Elite Class
FE: ATL087
BE: ATL089
LL: ATL088
Terminated
Axiom Balanced Growth Portfolio
Class T8
-
-
Select Class
FE: ATL932
BE: ATL934
LL: ATL933
Capped
Elite Class
FE: ATL956
BE: ATL958
LL: ATL957
Capped
Axiom Balanced Growth Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2637
BE: ATL2639
LL: ATL2638
Terminated
Elite Class
FE: ATL2640
BE: ATL2642
LL: ATL2641
Terminated
Axiom Balanced Growth Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2643
BE: ATL2645
LL: ATL2644
Terminated
Elite Class
FE: ATL2646
BE: ATL2648
LL: ATL2647
Capped
Axiom Balanced Growth Portfolio Class T8
Class T8
FE: ATL2634
BE: ATL2636
LL: ATL2635
Capped
Select Class
FE: ATL2649
BE: ATL2651
LL: ATL2650
Terminated
Elite Class
FE: ATL2652
BE: ATL2654
LL: ATL2653
Terminated
Axiom Long-Term Growth Portfolio
Class T8
-
-
Select Class
FE: ATL935
BE: ATL937
LL: ATL936
Capped
Elite Class
FE: ATL959
BE: ATL961
LL: ATL960
Capped
Axiom Long-Term Growth Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2664
BE: ATL2666
LL: ATL2665
Terminated
Elite Class
FE: ATL2667
BE: ATL2669
LL: ATL2668
Terminated
Axiom Long-Term Growth Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2670
BE: ATL2672
LL: ATL2671
Terminated
Elite Class
FE: ATL2673
BE: ATL2675
LL: ATL2674
Terminated
Axiom Long-Term Growth Portfolio Class T8
Class T8
FE: ATL2661
BE: ATL2663
LL: ATL2662
Terminated
Select Class
FE: ATL2676
BE: ATL2678
LL: ATL2677
Terminated
Elite Class
FE: ATL2679
BE: ATL2681
LL: ATL2680
Terminated
Axiom Canadian Growth Portfolio
Class T8
-
-
Select Class
FE: ATL938
BE: ATL940
LL: ATL939
Terminated
Elite Class
FE: ATL962
BE: ATL964
LL: ATL963
Terminated
Axiom Canadian Growth Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2691
BE: ATL2693
LL: ATL2692
Terminated
Elite Class
FE: ATL2694
BE: ATL2696
LL: ATL2695
Terminated
Axiom Canadian Growth Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2697
BE: ATL2699
LL: ATL2698
Terminated
Elite Class
FE: ATL2700
BE: ATL2702
LL: ATL2701
Terminated
Axiom Canadian Growth Portfolio Class T8
Class T8
FE: ATL2688
BE: ATL2690
LL: ATL2689
Terminated
Select Class
FE: ATL2703
BE: ATL2705
LL: ATL2704
Terminated
Elite Class
FE: ATL2706
BE: ATL2708
LL: ATL2707
Terminated
Axiom Global Growth Portfolio
Class T8
-
-
Select Class
FE: ATL941
BE: ATL943
LL: ATL942
Capped
Elite Class
FE: ATL965
BE: ATL967
LL: ATL966
Capped
Axiom Global Growth Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2745
BE: ATL2747
LL: ATL2746
Terminated
Elite Class
FE: ATL2748
BE: ATL2750
LL: ATL2749
Terminated
Axiom Global Growth Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2751
BE: ATL2753
LL: ATL2752
Terminated
Elite Class
FE: ATL2754
BE: ATL2756
LL: ATL2755
Terminated
Axiom Global Growth Portfolio Class T8
Class T8
FE: ATL2742
BE: ATL2744
LL: ATL2743
Terminated
Select Class
FE: ATL2757
BE: ATL2759
LL: ATL2758
Terminated
Elite Class
FE: ATL2760
BE: ATL2762
LL: ATL2761
Terminated
Axiom Foreign Growth Portfolio
Class T8
-
-
Select Class
FE: ATL944
BE: ATL946
LL: ATL945
Terminated
Elite Class
FE: ATL968
BE: ATL970
LL: ATL969
Terminated
Axiom Foreign Growth Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2718
BE: ATL2720
LL: ATL2719
Terminated
Elite Class
FE: ATL2721
BE: ATL2723
LL: ATL2722
Terminated
Axiom Foreign Growth Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2724
BE: ATL2726
LL: ATL2725
Terminated
Elite Class
FE: ATL2727
BE: ATL2729
LL: ATL2728
Terminated
Axiom Foreign Growth Portfolio Class T8
Class T8
FE: ATL2715
BE: ATL2717
LL: ATL2716
Terminated
Select Class
FE: ATL2730
BE: ATL2732
LL: ATL2731
Terminated
Elite Class
FE: ATL2733
BE: ATL2735
LL: ATL2734
Terminated
Axiom All Equity Portfolio
Class T8
-
-
Select Class
FE: ATL947
BE: ATL949
LL: ATL948
Capped
Elite Class
FE: ATL971
BE: ATL979
LL: ATL978
Terminated
Axiom All Equity Portfolio Class T4
Class T8
-
-
Select Class
FE: ATL2772
BE: ATL2774
LL: ATL2773
Terminated
Elite Class
FE: ATL2775
BE: ATL2777
LL: ATL2776
Terminated
Axiom All Equity Portfolio Class T6
Class T8
-
-
Select Class
FE: ATL2778
BE: ATL2780
LL: ATL2779
Terminated
Elite Class
FE: ATL2781
BE: ATL2783
LL: ATL2782
Terminated
Axiom All Equity Portfolio Class T8
Class T8
FE: ATL2769
BE: ATL2771
LL: ATL2770
Terminated
Select Class
FE: ATL2784
BE: ATL2786
LL: ATL2785
Terminated
Elite Class
FE: ATL2787
BE: ATL2789
LL: ATL2788
Terminated

Renaissance Investments is offered by CIBC Asset Management Inc. CIBC Securities Inc. is a wholly-owned subsidiary of Canadian Imperial Bank of Commerce (CIBC) and is the principal distributor of the CIBC Mutual Funds. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer, nor are they guaranteed. ™Renaissance Private Investment Program is a trademark of CIBC Asset Management Inc. ®Renaissance Investments, Axiom and Axiom Portfolios are registered trademarks 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.