Axiom Global Growth Portfolio [Class A]

The Portfolio will seek to:

  • Create a diversified portfolio of investments across several asset classes
  • Emphasize global investment exposure
  • Invest primarily in mutual funds
  • Achieve long-term capital growth by investing primarily in global equity mutual funds that provide exposure to countries in North America, Europe, the Far East and Asia, and emerging market countries for higher growth potential, with some exposure to global fixed income securities for diversification

We will not change the fundamental investment objectives of the Portfolio without the consent of unitholders by a majority of votes cast at a meeting of unitholders.

Additional Portfolio Information
Also available in Class F
Minimum Initial Investment Lump Sum:
  • Class A - $500 in both registered and non-registered accounts.
  • $100 for additional investments.
Distributions: Income and capital gains accumulated to date are intended to be distributed in the month of December.
Pre-Authorized Chequing Investment: $50 in both registered and non-registered accounts. Deposits may be made monthly, quarterly, semi-annually or annually.
Systematic Withdrawal Plan: $50 in non-registered accounts.Withdrawals may be made monthly, quarterly, semi-annually or annually.
Portfolio Codes:
ATL CodesFront-End Load
Back-End Load
Low Load
Class AATL995ATL997ATL996
Class-T4ATL2736ATL2738ATL2737
Class-T6ATL2739ATL2741ATL2740
Class FATL792
Closed to all purchases*
Select ClassATL941ATL943ATL942
Elite ClassATL965ATL967ATL966
Inception DateMar 15, 2005

Management Expense Ratio (MER):
Class A   2.30%

Includes applicable taxes

Performance: Nov 30, 2020
3 mo6 moYTD1 yr3 yrs5 yrs10 yrsSince Inception
5.5%13.6%9.4%10.1%6.2%7.1%7.0%4.7%
3 mo
6 mo
YTD
1 yr
3 yrs
5 yrs
10 yrs
Since Inception
5.5%
13.6%
9.4%
10.1%
6.2%
7.1%
7.0%
4.7%

Since Inception date: Mar 15, 2005

Calendar Year Performance
2019201820172016201520142013201220112010
15.7%(4.6%)12.7%N/AN/AN/AN/AN/AN/AN/A
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
15.7%
(4.6%)
12.7%
N/A
N/A
N/A
N/A
N/A
N/A
N/A


 

*On July 21, 2017 CIBC Asset Management Inc. (CAM) announced changes to its product lineup. Certain classes were closed to all investors at end of business day July 21, 2017 and are subsequently being terminated on or about October 13, 2017. Additional classes were also closed to all investors effective end of business day September 1, 2017. For more information click here

†Annualized MERs for the period ending August 31 2018 (as disclosed in each fund or portfolio's interim management report of fund performance). Renaissance Investments may have waived fees or absorbed expenses otherwise payable by a portfolio. At the discretion of Renaissance Investments, this practice may continue indefinitely and can be terminated at any time.

Management fees for Class A units are outlined in the Simplified Prospectus of the Portfolios. There are currently no management fees payable by the Class O units of the Underlying Pools in respect of the investment by the Portfolio in such Class O units. No management fees are payable by the Portfolio that would duplicate a fee payable by the Underlying Pool(s) for the same service.

 

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Axiom Portfolios simplified prospectus before investing. The indicated rates of return are the historical annual compounded total returns for the Class A units, as at April 30, 2020 , 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, their values change frequently and past performance may not be repeated.