Renaissance Global Small-Cap Fund [Class A]
To seek long-term growth through capital appreciation consistent with preservation of capital through investment primarily in the common shares of smaller, less established companies in developed markets around the world. The Fund may also invest in smaller, less established companies in less developed markets around the world, and may invest in companies that are suppliers or clients of smaller companies.
Minimum Initial Investment:
Lump Sum
Initial: $500
Subsequent: $100
| Front-End Load Option | ATL1040 |
|---|---|
| Back-End Load Option | ATL1041 |
| Low Load Option | ATL2041 |
| Inception Date | Feb 2, 1998 |
|---|---|
| Assets Under Management ($000) As at: 01/29/2021 | $356,590 |
Wasatch Global InvestorsWasatch Global Investors is a 100% employee owned, investment manager founded in 1975 and headquartered in Salt Lake City, Utah. Named after the nearby Wasatch Mountain Range, the firm brings unparalleled experience to U.S. and international micro, small, and mid-cap investing with a culture that emphasizes collaboration, excellence and intellectual curiosity. Wasatch Global Investors is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
Ajay Krishnan, Wasatch Global Investors
Mr. Krishnan joined Wasatch Global Investors in 1994 and serves on the Board of Directors. He is also a Portfolio Manager, the head of emerging markets investing and a member of the global research team.
Mr. Krishnan earned a Master of Business Administration from Utah State University, where he also worked as a graduate assistant. He completed his undergraduate degree at Bombay University, earning a Bachelor of Science in Physics with a minor in Mathematics.
Mr. Krishnan is a CFA charterholder and a member of the Salt Lake City Society of Financial Analysts.
JB Taylor, Wasatch Global Investors
Mr. Taylor is Chief Executive Officer of Wasatch Global Investors and serves on the Board of Directors. He is also a Portfolio Manager, the head of U.S. small cap investing and a member of the global research team. He joined Wasatch as an Analyst in 1996.
Mr. Taylor graduated from Stanford University, earning a Bachelor of Science in Industrial Engineering.
Style
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 18.9% | 29.0% | 36.9% | 36.9% | 19.7% | 14.3% | 14.0% | 9.3% |
As at: 01/29/2021
| 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 |
|---|---|---|---|---|---|---|---|---|---|
| 36.90% | 23.6% | 1.2% | 22.8% | (7.3%) | 21.1% | 7.7% | 44.1% | 13.0% | (10.8%) |
Investment Performance
Value of $10,000 invested since inception
The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the fund or returns on investment in the fund.
†Please refer to the Annual/Interim Management Reports of Fund Performance for further details.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Renaissance Investments family of funds simplified prospectus before investing. The indicated rates of return are the historical annual compounded total returns for the class A units including changes in unit value and reinvestment of all distributions, but do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds are not guaranteed. The values of many mutual funds change frequently. Past performance may not be repeated.
