Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
1.11% 22.34M -- 242.8%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
21.19M 2.88% Upgrade Upgrade

Basic Info

Investment Strategy
This fund aims to provide its unitholders with long-term returns. The portfolio manager will actively manage a diversified portfolio of primarily global fixed income securities by opportunistically utilizing both long and short positions.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Fixed Income
Global Peer Group Absolute Return Bond CAD
Peer Group Alternative Credit Focused
Global Macro Alternative Bond
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Connor, Clark & Lunn
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

Net Fund Flows Versus Peer Group

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 67
-54.16M Peer Group Low
122.24M Peer Group High
1 Year
% Rank: 46
21.19M
-155.43M Peer Group Low
769.95M Peer Group High
3 Months
% Rank: 37
-76.77M Peer Group Low
298.19M Peer Group High
3 Years
% Rank: 57
-290.83M Peer Group Low
1.224B Peer Group High
6 Months
% Rank: 29
-89.28M Peer Group Low
481.40M Peer Group High
5 Years
% Rank: 67
-476.06M Peer Group Low
1.378B Peer Group High
YTD
% Rank: --
-4.129M Peer Group Low
596.59M Peer Group High
10 Years
% Rank: 78
-214.79M Peer Group Low
1.378B 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
View Performance Versus Peer Group
Start Trial

Annual Total Returns Versus Peers

Loading chart...
Name
2019
2020
2021
2022
2023
2024
2025
YTD
--
6.05%
4.90%
-6.31%
4.72%
7.36%
3.28%
0.00%
7.43%
5.33%
-1.39%
-11.53%
6.33%
2.41%
3.05%
0.14%
13.57%
14.82%
10.38%
-0.53%
3.10%
8.14%
4.35%
0.58%
--
--
--
--
11.55%
13.15%
7.26%
0.26%
--
8.13%
4.55%
0.96%
8.77%
8.99%
6.09%
0.38%
--
--
--
--
4.48%
5.10%
3.04%
0.16%
As of January 10, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (1-9-26) 2.99%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 656
Bond
Yield to Maturity (6-30-25) 4.66%
Effective Duration 1.31
Average Coupon 4.90%
Calculated Average Quality 4.089
Effective Maturity 7.595
Nominal Maturity 8.276
Number of Bond Holdings 632
As of June 30, 2025

Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.67%
Stock 0.00%
Bond 98.46%
Convertible 0.00%
Preferred 0.00%
Other 0.87%
View Asset Allocation
Start Trial

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 5000.00 None
Minimum Subsequent Investment 500.00 None

Basic Info

Investment Strategy
This fund aims to provide its unitholders with long-term returns. The portfolio manager will actively manage a diversified portfolio of primarily global fixed income securities by opportunistically utilizing both long and short positions.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Fixed Income
Global Peer Group Absolute Return Bond CAD
Peer Group Alternative Credit Focused
Global Macro Alternative Bond
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Connor, Clark & Lunn
Broad Asset Class Benchmark Index
^BBGATRCADH 100.0%

View Basic Info
Start Trial

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (1-9-26) 2.99%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 656
Bond
Yield to Maturity (6-30-25) 4.66%
Effective Duration 1.31
Average Coupon 4.90%
Calculated Average Quality 4.089
Effective Maturity 7.595
Nominal Maturity 8.276
Number of Bond Holdings 632
As of June 30, 2025

Fund Details

Key Dates
Launch Date 2/15/2019
Share Classes
CCL1700 Commission-based Advice
Attributes
Inverse Fund No
Leveraged Fund --
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
View Top Portfolio Holders
Start Trial

Excel Add-In Codes

Name: =YCI("M:CCL1701.TO", "name")
Broad Asset Class: =YCI("M:CCL1701.TO", "broad_asset_class")
Broad Category: =YCI("M:CCL1701.TO", "broad_category_group")
Prospectus Objective: =YCI("M:CCL1701.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
View Excel Add-In Codes
Start Trial