Renaissance Optimal Income Portfolio

Just about every aspect of the investment income paradigm has shifted in recent years. While investors continue to want income for many different reasons, the traditional methods of generating such income are no longer effective, leaving many Canadians to search for alternative investment products.

The search is over. Renaissance Optimal Income Portfolio is an all-in-one income solution that was designed to meet your various income needs. The portfolio offers:

  • Income-generation from six distinct asset classes
  • Broad diversification through a multi-manager strategic mix of mutual funds
  • Inflation protection through infrastructure and real return bond components

Portfolio Breakdown*

Key Features

Competitive Pricing
Competitive target MER of 1.85%** (Class A)

Multiple Payout Options
Customizable, monthly tax-efficient cash flow through Class A: 4%, T6: 6%, T8: 8%

Multi-Manager Approach
Managed by a collection of proven investment managers who aim to capture the best market opportunities, while managing risk

Low Volatility with Potential for Capital Growth
The best of both worlds: careful risk management with some potential for capital growth

FOR MORE INFORMATION

Contact your financial advisor or Renaissance Investments Client Services for more information.

PORTFOLIO MANAGERS

*Target Holdings
**Target MER. While Renaissance Investments intends to meet the stated target MER and will waive management fees or absorb certain expenses to do so, we may discontinue this practice at any time without notice.

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. Mutual funds are not guaranteed, their values change.

Copyright 2008 CIBC Asset Management Inc. Renaissance Investments is offered by CIBC Asset Management Inc.
™Renaissance Investments and "invest well. live better." are trademarks of CIBC Asset Management Inc.
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