Investor suitability

For those who:

• are seeking capital appreciation and attractive risk adjusted returns over an investment cycle
• 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’s investment objective is to achieve capital appreciation and provide unitholders with attractive risk adjusted returns over an investment cycle. The fund may 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 (2024-09-27)

Minimum investment

$500 initial/$25 additional