Total net assets ($CAD):
$666.11 million

Asset allocation

Geographic allocation

Sector allocation

The top 15 holdings make up 64.25% of the Fund.
Underlying fund allocations Sector allocation (%)
US 2YR TREAS NTS FUTURE (CBT) EXP SEP 26 0.00% 30-Sep-2026 Cash and Cash Equivalent 34.72%
CAN 5YR BOND FUTURE (MSE) EXP SEP 26 0.00% 18-Sep-2026 Fixed Income 8.86%
Canada Government 09-Sep-2026 Cash and Cash Equivalent 3.20%
United States Treasury Bill Fixed Income 2.21%
USD - FUTURES ADJUSTMENT EXP SEP 26 0.00% 21-Sep-2026 Cash and Cash Equivalent 1.65%
Carnival Corp 4.00% 01-May-2028 Fixed Income 1.64%
Viking Ocean Cruises Ltd 5.00% 15-Feb-2028 Fixed Income 1.63%
NOVA Chemicals Corp 8.50% 15-Nov-2025 Cash and Cash Equivalent 1.42%
BELL TELEPHONE CO OF CANADA OR BELL CANADA 4.40% 30-Mar-2033 Fixed Income 1.36%
Air Canada 3.88% 15-Aug-2026 Fixed Income 1.34%
IAMGOLD Corp 5.75% 15-Oct-2028 Fixed Income 1.34%
ROYAL BANK OF CANADA 4.14% 05-May-2036 Fixed Income 1.29%
BPCE SA 4.68% 15-Apr-2036 Fixed Income 1.22%
Teva Pharmaceuticl Fnce III BV 4.75% 09-May-2027 Fixed Income 1.21%
Equitable Bank 3.91% 17-Dec-2027 Fixed Income 1.16%
Top holdings Sector allocation (%)
US 2YR TREAS NTS FUTURE (CBT) EXP SEP 26 0.00% 30-Sep-2026 Cash and Cash Equivalent 34.72%
CAN 5YR BOND FUTURE (MSE) EXP SEP 26 0.00% 18-Sep-2026 Other 8.86%
Canada Government 09-Sep-2026 Cash and Cash Equivalent 3.20%
United States Treasury Bill Fixed Income 2.21%
USD - FUTURES ADJUSTMENT EXP SEP 26 0.00% 21-Sep-2026 Other 1.65%
Carnival Corp 4.00% 01-May-2028 Fixed Income 1.64%
Viking Ocean Cruises Ltd 5.00% 15-Feb-2028 Fixed Income 1.63%
NOVA Chemicals Corp 8.50% 15-Nov-2025 Cash and Cash Equivalent 1.42%
BELL TELEPHONE CO OF CANADA OR BELL CANADA 4.40% 30-Mar-2033 Fixed Income 1.36%
Air Canada 3.88% 15-Aug-2026 Fixed Income 1.34%
IAMGOLD Corp 5.75% 15-Oct-2028 Fixed Income 1.34%
ROYAL BANK OF CANADA 4.14% 05-May-2036 Fixed Income 1.29%
BPCE SA 4.68% 15-Apr-2036 Fixed Income 1.22%
Teva Pharmaceuticl Fnce III BV 4.75% 09-May-2027 Fixed Income 1.21%
Equitable Bank 3.91% 17-Dec-2027 Fixed Income 1.16%