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Build a better portfolio

CC&L Global Market Neutral Fund

Objective:

  • Provide positive risk adjusted returns with low correlation to equity markets
  • Target annualized returns of 6 – 10% and volatility of 6 - 10% over rolling four-year periods
  • Deliver an attractive investment solution with low correlation to other asset classes

Unique Attributes:

  • Strive to achieve positive return regardless of market direction
  • Low or uncorrelated returns to major asset classes
  • Potential to improve risk/return profile of traditional portfolios
  • Strong risk management at the fund and firm levels

Portfolio Managers:

  • Steven Huang, CFA
  • Chris Archbold, CFA
  • Dion Roseman, CFA
  • Tate Haggins, CFA
Quick Facts
Inception Date August 02, 2016
AUM $291.29 million
Fund Category
Market Neutral
Fund Code (A|F)
CCL 875 | CCL 876
Management Fee (A|F)
1.80% | 0.80%
Performance Fee
20%
High Water Mark
Perpetual
Minimum Investment -
Accredited Investor
 
$25,000
Subsequent Investment
$10,000

AUM data above is updated daily on all days that markets are open.

Contact Us

Toronto

1-888-824-3120

Montreal

514-490-2787

Calgary

403-909-8446

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