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Focused Market Neutral Equity

Strategy Overview

Investment approach

This strategy based on fundamental research aims to deliver absolute returns with reduced market risk through high conviction pair ideas in up and down markets. By exploiting market inefficiencies within sectors, industries and throughout the value chain, the strategy expects to generate alpha on an incremental basis. Through rigorous risk management, the strategy aims to minimize potential permanent loss of capital and enhance diversification through a portfolio with low correlation to traditional asset classes.

Key Characteristics

  • Provides access to a fundamentally-driven manager’s alpha generation skills with a tremendous track record
  • High conviction absolute returns strategy driven by fundamental approach
  • Aims to enhance diversification with low correlation to traditional asset classes
  • Targets value added in both up and down markets with lower volatility
  • Consistent, disciplined and repeatable process

Disclaimer

Please read the simplified prospectus before investing. The amount of risk associated with any particular investment depends largely on your own personal circumstances including your time horizon, liquidity needs, portfolio size, income, investment knowledge and attitude toward price fluctuations. Investors should consult their financial advisor before making a decision as to whether this fund is a suitable investment for them.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

The rate of return or mathematical table shown is used only to illustrate the effects of the compound growth rate and is not intended to reflect future values of the mutual fund or returns on investment in the mutual fund. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns.