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CC&L Global Alpha Fund

Objective:

  • Long term capital appreciated in excess of the MSCI World Small Cap Index
  • Maximize alpha opportunities from best ideas
  • 20% - 40% portfolio turnover

Highlights:

  • Attractive Risk/Return profile versus Global Large Cap or Emerging Markets
  • Diversification – good offset to Canadian equities
  • Asset class well suited to active management
  • Concentrated, high conviction portfolio

Distributions:

  • Income: Quarterly
  • Capital Gains: Annually

Portfolio Managers:

  • Robert Beauregard, CFA
  • David Savignac, CFA
  • Qing Ji, CFA
  • Serge Depatie, P.Eng.
Quick Facts
AUM $0.00 million
Inception Date
May 13, 2014
Fund Category
Global Small Cap
Fund Code (A|F)
CCL 450 | CCL 451
Management Fee (A|F)
2.20% | 1.20%
MER (A|F)
2.37% | 1.32%
Risk Level
Medium
Minimum Investment
$5,000
Subsequent Investment
$500
Systematic Purchase
$100
No items to display.
Sector Allocation
% of Portfolio
Consumer Discretionary 0.00%
Consumer Staples 0.00%
Communication Services 0.00%
Energy 0.00%
Financials 0.00%
Health Care 0.00%
Industrials 0.00%
Materials 0.00%
Information Technology 0.00%
Utilities 0.00%
Real Estate 0.00%
Cash 0.00%
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Contact Us

Toronto

1-888-824-3120

Montreal

514-490-2787

Calgary

403-909-8446

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