To achieve long-term investment returns through capital growth, primarily in equity securities of large to medium-sized Canadian issuers.
Minimum Initial Investment:
Lump Sum
Initial: $500
Subsequent: $100
| Inception Date | Nov 24, 2005 |
|---|---|
| Fund Code | ATL022 |
| Assets Under Management ($000) As at : March 31, 2026 | $1,940,758 |
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.
Michal Marszal
Portfolio Manager, Equities
Michal Marszal is a Portfolio Manager with Equities – Global Healthcare at CIBC Asset Management.
He is responsible for research coverage and stock selection within the global healthcare sector.
Prior to joining CIBC in 2017, Mr. Marszal was a consultant in healthcare equity research for Caisse de dépôt et placement du Québec. Previously, he was a senior analyst focusing on healthcare therapeutics at Lombard Odier Investment Managers. Mr. Marszal began his investment career as an analyst covering medical technology, and subsequently biotechnology companies at Sectoral Asset Management.
Mr. Marszal holds a Doctor of Medicine and Master of Surgery degree from McGill University. Upon graduating from medical school, he joined the Neurological Surgery Residency training program at Stanford University Medical Center as a resident physician. Mr. Marszal also holds an MBA degree in Finance from McGill University and a Bachelor of Arts degree in Molecular Biology from Bard College. He is a CFA charterholder and member of the CFA Society of Toronto.
Mickey Ganguly
Lead Contributor and Associate Portfolio Manager
Mickey Ganguly is a member of the Equities team. He is responsible for providing investment research and developing recommendations for various North American equity mandates.
Prior to his current position, Mr. Ganguly was part of CIBC’s Graduate Leadership Development Program where he completed rotations as an Associate in Macro Strategy at CIBC Capital Markets and in Equities at CIBC Asset Management.
Mr. Ganguly holds an MBA from Queen’s University and a BBA from the University of Guelph.
Investment Style
| Value | Blend | Growth | |
|---|---|---|---|
| Top-down | |||
| Mix | |||
| Bottom-up |
| 3 mo | 6 mo | YTD | 1 yr | 3 yrs | 5 yrs | 10 yrs | Since Inception |
|---|---|---|---|---|---|---|---|
| (1.3%) | 3.3% | (1.3%) | 22.0% | 16.9% | 12.2% | 11.1% | 6.8% |
As at: March 31, 2026 Performance figures are net of fees.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| 22.3% | 23.5% | 9.8% | (7.3%) | 23.7% | 14.00% | 21.7% | (10.6%) | 7.1% | 17.8% |
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.
