Accelerate Canadian Long Short Equity Fd (ATSX.TO)
23.80
0.00 (0.00%)
CAD |
TSX |
Apr 24, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.00% | -0.62% | 2.994M | 954.17 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 7.06% | -- | 585953.0 | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to achieve long-term capital appreciation and a superior risk-adjusted return relative to the broader Canadian equity market. ATSX seeks to outperform the Canadian equity market over the long term by investing primarily in Canadian and foreign issuers listed on an exchange or marketplace in Canada that represent the broad Canadian listed equity market, and using a long-short overlay portfolio to seek to add positive absolute return. ATSX may use derivatives to gain exposure to its long portfolio. The aggregate market value of the securities sold short and the aggregate notional amount of derivatives used for non-hedging purposes will not exceed the limits permitted under applicable securities legislation. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | -- |
| Broad Category | Alternative |
| Category Name | Alternative Equity Focused |
| Category Index | Morningstar CAD O/N Cash GR CAD |
| Global Category Name | Long/Short Equity |
| YCharts Categorization | Other |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Accelerate Financial Technologies Inc |
| Prospectus Benchmark Index | |
| TSX 60 TR CAD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Julian Klymochko | 4.92 yrs |
Performance Versus Category
As of April 24, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 24, 2024.
Basic Info
| Investment Strategy | |
| The Fund seeks to achieve long-term capital appreciation and a superior risk-adjusted return relative to the broader Canadian equity market. ATSX seeks to outperform the Canadian equity market over the long term by investing primarily in Canadian and foreign issuers listed on an exchange or marketplace in Canada that represent the broad Canadian listed equity market, and using a long-short overlay portfolio to seek to add positive absolute return. ATSX may use derivatives to gain exposure to its long portfolio. The aggregate market value of the securities sold short and the aggregate notional amount of derivatives used for non-hedging purposes will not exceed the limits permitted under applicable securities legislation. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Mid Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | -- |
| Broad Category | Alternative |
| Category Name | Alternative Equity Focused |
| Category Index | Morningstar CAD O/N Cash GR CAD |
| Global Category Name | Long/Short Equity |
| YCharts Categorization | Other |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | -- |
| Fund Owner Firm Name | Accelerate Financial Technologies Inc |
| Prospectus Benchmark Index | |
| TSX 60 TR CAD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPTSX60TR | 100.0% |
| Manager Tenure | |
| Julian Klymochko | 4.92 yrs |