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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% 0.04% 1.416B 10932.20
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
Equity Style --
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)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
--
--
--
5.51%
13.66%
5.14%
0.16%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
0.56%
--
8.34%
11.50%
-6.74%
0.87%
10.28%
18.48%
0.13%
--
10.43%
6.51%
8.71%
-0.41%
-3.16%
2.80%
0.00%
--
--
--
--
--
--
--
0.10%
--
16.70%
6.10%
5.51%
3.06%
15.09%
4.83%
-0.06%
As of January 03, 2026.

Asset Allocation

As of June 30, 2025.
Type % Net
Cash 20.09%
Stock 31.91%
Bond 12.36%
Convertible 0.00%
Preferred 0.31%
Other 35.34%
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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
Equity Style --
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
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