Investor suitability

For those who:

• want a diversified, absolute return portfolio of tactically managed fixed income securities to hold as part of a diversified investment portfolio
• are investing for the medium and/or long term
• are seeking an investment which can utilize borrowing, short-selling, leverage and derivatives where appropriate to either maximize returns or mitigate negative returns
• can tolerate low to medium risk

Fund overview

The fund seeks to provide positive absolute returns with low volatility over a market cycle regardless of market conditions or general market direction, by primarily investing in debt instruments across the credit spectrum including cash, government debt, investment grade corporate debt, high yield debt, credit derivatives and other income-producing securities throughout the world. The fund will use leverage. The leverage will be created through the use of cash borrowings, short sales and derivative contracts. The fund’s leverage must not exceed three times the fund’s net asset value. The leverage will be calculated in accordance with the methodology prescribed by securities regulations, or any exemptions therefrom.

Fund/ETF Facts (2024-12-30)

Minimum investment

$500 initial/$25 additional