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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
2.24% 0.23% 1.416B 15789.77
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 138.2% 772.88M Upgrade

Basic Info

Investment Strategy
The investment objective of the Picton Mahoney Fortified Alpha Alternative Fund is to provide consistent long-term capital appreciation to unitholders with an attractive risk-adjusted rate of return.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy
Global Macro Liquid Alternatives
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Picton Mahoney
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
5.51%
13.66%
5.08%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
28.46%
--
--
10.43%
6.51%
8.71%
-0.41%
-3.16%
1.08%
--
--
8.34%
11.50%
-6.74%
0.87%
10.28%
17.38%
--
--
--
--
-11.26%
6.24%
15.75%
11.16%
As of December 13, 2025.

Asset Allocation

As of June 30, 2023.
Type % Net
Cash 24.64%
Stock 49.64%
Bond 25.98%
Convertible 0.00%
Preferred 1.44%
Other -1.69%
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Basic Info

Investment Strategy
The investment objective of the Picton Mahoney Fortified Alpha Alternative Fund is to provide consistent long-term capital appreciation to unitholders with an attractive risk-adjusted rate of return.
General
Security Type Exchange-Traded Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy
Global Macro Liquid Alternatives
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Picton Mahoney
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

View Basic Info
Start Trial

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