Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
4.62% 24.81M -- --
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
18.82M 7.23% Upgrade Upgrade

Basic Info

Investment Strategy
To earn long-term returns and preserve capital by taking both long and short positions in a diversified portfolio of primarily North American equity securities. The fund will use leverage. The leverage will be created through the use of cash borrowings, short sales and derivative contracts.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Equity Leveraged
Peer Group Alternative Equity Focused
Global Macro Alternative Equity
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Arrow Capital Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 33
-81.99M Peer Group Low
309.18M Peer Group High
1 Year
% Rank: 40
18.82M
-421.95M Peer Group Low
3.794B Peer Group High
3 Months
% Rank: 36
-220.61M Peer Group Low
874.67M Peer Group High
3 Years
% Rank: 38
-1.185B Peer Group Low
8.440B Peer Group High
6 Months
% Rank: 37
-254.45M Peer Group Low
1.721B Peer Group High
5 Years
% Rank: 45
-1.017B Peer Group Low
9.058B Peer Group High
YTD
% Rank: 40
-428.91M Peer Group Low
3.003B Peer Group High
10 Years
% Rank: 51
-234.91M Peer Group Low
9.397B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
0.00%
14.95%
8.42%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
26.88%
-13.78%
51.84%
30.02%
18.38%
-28.38%
24.20%
20.16%
--
--
2.63%
3.27%
22.76%
-5.23%
-0.56%
16.34%
16.54%
--
--
--
1.44%
68.06%
-28.02%
-16.50%
2.46%
As of December 10, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-9-25) 4.40%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings --

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 12/31/2024
Last Prospectus Date --
Share Classes
AHP3100 Commission-based Advice
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund Yes
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Asset Allocation

Type % Net
Cash --
Stock --
Bond --
Convertible --
Preferred --
Other --
No Data Available
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Top 10 Holdings

Name % Weight Price % Change
iShares S&P/TSX 60 Index ETF 50.10% 46.21 0.13%
Canada (Government of)
44.86% -- --
Verizon Communications, Inc. 2.20% 40.14 -2.81%
CVS Health Corp. 2.19% 78.24 2.23%
Pfizer Inc. 2.19% 25.33 -1.71%
AT&T, Inc. 2.18% 24.51 -1.33%
AbbVie, Inc. 2.18% 222.99 -0.06%
APA Corp. 2.18% 26.39 0.96%
ONEOK, Inc. 2.17% 74.96 0.04%
Bristol Myers Squibb Co. 2.17% 50.65 -1.97%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee --
Administration Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP Yes
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 1000.00 None
Minimum Subsequent Investment 500.00 None

Basic Info

Investment Strategy
To earn long-term returns and preserve capital by taking both long and short positions in a diversified portfolio of primarily North American equity securities. The fund will use leverage. The leverage will be created through the use of cash borrowings, short sales and derivative contracts.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Equity Leveraged
Peer Group Alternative Equity Focused
Global Macro Alternative Equity
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Arrow Capital Management
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-9-25) 4.40%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings --

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 12/31/2024
Last Prospectus Date --
Share Classes
AHP3100 Commission-based Advice
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund Yes
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:AHP3110.TO", "name")
Broad Asset Class: =YCI("M:AHP3110.TO", "broad_asset_class")
Broad Category: =YCI("M:AHP3110.TO", "broad_category_group")
Prospectus Objective: =YCI("M:AHP3110.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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