To generate a high level of income and long-term capital growth by investing primarily in income producing securities including common shares, preferred shares, income trusts and fixed income securities.
Minimum Initial Investment:
Lump Sum
Initial: $500
Subsequent: $100
| Inception Date | Oct 19, 2005 |
|---|---|
| Fund Code | ATL014 |
| Assets Under Management ($000) As at : June 30, 2025 | $291,368 |
CIBC Asset Management is one of Canada's largest asset management firms and provides a broad range of high-quality global investment management solutions to retail and institutional clients.
Craig Jerusalim
Portfolio Manager, Equities
Craig Jerusalim is responsible for the growth and dividend growth portfolios. Mr. Jerusalim also oversees the small-cap mandates.
Prior to joining CIBC Asset Management in 2006, Mr. Jerusalim worked as an Analyst at Dynamic Mutual Funds and a Software Developer at Amdocs Ltd.
Mr. Jerusalim holds a Bachelor of Science degree from McGill University and an MBA degree from the University of Toronto. He is also a CFA charterholder and a member of the CFA Society of Toronto.
Natalie Taylor, CFA
Portfolio Manager
Natalie Taylor is a member of the Equities team. She is responsible for contributing to the management of multiple Canadian Equity portfolios. Her role includes portfolio construction, research and fundamental analysis, security selection and risk mitigation.
Ms. Taylor joined CAM in 2013, as a Portfolio Manager, and managed value, dividend value and North American financial sector portfolios. Her previous work experience included Research Analyst, Global Equities at RBC Global Asset Management, where she covered North American, European and Asian financial and consumer discretionary sectors.
Ms. Taylor holds a BBA degree from Wilfrid Laurier University. She is also a CFA charterholder and a member of the CFA Society of Toronto.
Style
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| 7.3% | 8.4% | 8.4% | 23.1% | 12.2% | 14.2% | 8.1% | 6.8% |
As at: June 30, 2025 Performance figures are net of fees.
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|
| 21.1% | 6.6% | (3.3%) | 24.5% | 5.50% | 19.9% | (12.5%) | 4.7% | 16.5% | (5.1%) |
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.
This material is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice nor does it constitute an offer or solicitation to buy or sell any securities referred to.
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 simplified prospectus, call 1-888-888-FUND (3863). Alternatively, you may obtain a copy from your advisor.
Any information or discussion about the current characteristics of this mutual fund or how the portfolio manager is managing the mutual fund that is supplementary to information in the prospectus is not a discussion about material investment objectives or strategies, but solely a discussion of the current characteristics or manner of fulfilling the investment objectives and strategies, and is subject to change without notice.
The indicated rates of return are the historical annual compounded total returns 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 fund securities are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer, nor are they guaranteed.
Past performance may not be repeated and is not indicative of future results.
The material and/or its contents may not be reproduced without the express written consent of CIBC Asset Management Inc.
