Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
-- 1.547M -- --
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-6.397M 2.72% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund aims to generate absolute positive returns entirely from security selection, not market exposure, remain Market Neutral by investing in long and short positions in primarily Canadian companies and deliver an attractive investment solution with low correlation to other asset classes.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Hedge/Equity Market Neutral
Peer Group Alternative Market Neutral
Global Macro Hedge Funds
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Connor, Clark & Lunn
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: 85
-1.330M Peer Group Low
69.85M Peer Group High
1 Year
% Rank: 74
-6.397M
-34.52M Peer Group Low
1.015B Peer Group High
3 Months
% Rank: 95
-4.448M Peer Group Low
109.97M Peer Group High
3 Years
% Rank: 61
-386.72M Peer Group Low
1.487B Peer Group High
6 Months
% Rank: 85
-15.47M Peer Group Low
345.54M Peer Group High
5 Years
% Rank: 95
-428.70M Peer Group Low
2.226B Peer Group High
YTD
% Rank: 74
-33.40M Peer Group Low
932.88M Peer Group High
10 Years
% Rank: 99
-307.98M Peer Group Low
2.361B 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
-9.79%
10.91%
14.32%
-17.78%
-3.56%
2.74%
0.97%
3.17%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
27.92%
-2.30%
1.10%
-14.30%
5.37%
-3.21%
5.88%
18.50%
8.93%
-3.58%
3.91%
7.49%
2.84%
2.93%
5.49%
7.94%
5.23%
-2.24%
0.31%
1.36%
17.52%
7.76%
10.64%
13.13%
9.02%
-2.43%
-12.63%
-8.15%
13.45%
11.77%
4.09%
19.70%
16.06%
As of December 30, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-10-25) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 2

Fund Details

Key Dates
Inception Date --
Share Classes
CCL900 --
Attributes
Inverse Fund No
Leveraged Fund Yes
Currency Hedged Fund --
Socially Responsible Fund No

Asset Allocation

As of July 31, 2025.
Type % Net
Cash -0.00%
Stock 0.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 100.0%
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Top 2 Holdings

Name % Weight Price % Change
CC&L MARKET NEUTRAL ONSHORE FUND
100.0% -- --
CAD CASH
-0.00% -- --

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 25000.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund aims to generate absolute positive returns entirely from security selection, not market exposure, remain Market Neutral by investing in long and short positions in primarily Canadian companies and deliver an attractive investment solution with low correlation to other asset classes.
General
Security Type Mutual Fund
Equity Style --
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Hedge/Equity Market Neutral
Peer Group Alternative Market Neutral
Global Macro Hedge Funds
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Connor, Clark & Lunn
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-10-25) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 2

Fund Details

Key Dates
Inception Date --
Share Classes
CCL900 --
Attributes
Inverse Fund No
Leveraged Fund Yes
Currency Hedged Fund --
Socially Responsible 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:CCL901.TO", "name")
Broad Asset Class: =YCI("M:CCL901.TO", "broad_asset_class")
Broad Category: =YCI("M:CCL901.TO", "broad_category_group")
Prospectus Objective: =YCI("M:CCL901.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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