Total net assets ($CAD):
$677.93 million

Asset allocation

Geographic allocation

Sector allocation

The top 15 holdings make up 47.07% of the Fund.
Underlying fund allocations Sector allocation (%)
US 2YR NOTE (CBT) EXP JUN 16 0.00% 30-Jun-2026 Cash and Cash Equivalent 20.62%
CAN 5YR BOND FUT EXP JUN 26 0.00% 19-Jun-2026 Cash and Cash Equivalent 5.80%
SPDR S&P 500 ETF Trust (SPY) Exchange Traded Fund 2.56%
ROYAL BANK OF CANADA 3.83% 27-Mar-2030 Fixed Income 2.21%
SUNOCO LP 3.88% 16-Jun-2026 Cash and Cash Equivalent 2.17%
USD - FUTURES ADJUSTMENT 0.00% 18-Jun-2026 Cash and Cash Equivalent 1.61%
Carnival Corp 4.00% 01-May-2028 Fixed Income 1.55%
Canada Government 3.25% 01-Dec-2035 Fixed Income 1.45%
NOVA Chemicals Corp 8.50% 15-Nov-2025 Cash and Cash Equivalent 1.40%
Viking Ocean Cruises Ltd 5.00% 15-Feb-2028 Fixed Income 1.37%
Atkinsrealis Group Inc 7.00% 12-Jun-2026 Cash and Cash Equivalent 1.36%
IAMGOLD Corp 5.75% 15-Oct-2028 Fixed Income 1.31%
Air Canada 3.88% 15-Aug-2026 Fixed Income 1.27%
SV RNO PROPERTY OWNER 1 LLC 5.88% 01-Mar-2031 Fixed Income 1.21%
Teva Pharmaceuticl Fnce III BV 4.75% 09-May-2027 Fixed Income 1.18%
Top holdings Sector allocation (%)
US 2YR NOTE (CBT) EXP JUN 16 0.00% 30-Jun-2026 Other 20.62%
CAN 5YR BOND FUT EXP JUN 26 0.00% 19-Jun-2026 Other 5.80%
ROYAL BANK OF CANADA 3.83% 27-Mar-2030 Fixed Income 2.21%
SUNOCO LP 3.88% 16-Jun-2026 Cash and Cash Equivalent 2.17%
USD - FUTURES ADJUSTMENT 0.00% 18-Jun-2026 Other 1.61%
Carnival Corp 4.00% 01-May-2028 Fixed Income 1.55%
Canada Government 3.25% 01-Dec-2035 Fixed Income 1.45%
NOVA Chemicals Corp 8.50% 15-Nov-2025 Cash and Cash Equivalent 1.40%
Viking Ocean Cruises Ltd 5.00% 15-Feb-2028 Fixed Income 1.37%
Atkinsrealis Group Inc 7.00% 12-Jun-2026 Cash and Cash Equivalent 1.36%
IAMGOLD Corp 5.75% 15-Oct-2028 Fixed Income 1.31%
Air Canada 3.88% 15-Aug-2026 Fixed Income 1.27%
SV RNO PROPERTY OWNER 1 LLC 5.88% 01-Mar-2031 Fixed Income 1.21%
Teva Pharmaceuticl Fnce III BV 4.75% 09-May-2027 Fixed Income 1.18%
Wulf Compute Llc 7.75% 15-Oct-2030 Fixed Income 1.02%