Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.07% 398.42M -- 10.25%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
82.59M 2.97% Upgrade Upgrade

Basic Info

Investment Strategy
The funds objective is to maximize yield on cash balances, while providing easy access to investments with daily liquidity. The Fund invests in high interest savings accounts offered by Schedule 1 Canadian Banks.
General
Security Type Mutual Fund
Broad Asset Class Money Market
Broad Category Capital Preservation
Global Peer Group Money Market CAD
Peer Group Canadian Money Market
Global Macro Money Market HC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Ninepoint Partners
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: 9
-893.88M Peer Group Low
261.05M Peer Group High
1 Year
% Rank: 25
82.59M
-1.229B Peer Group Low
2.543B Peer Group High
3 Months
% Rank: 10
-825.91M Peer Group Low
769.51M Peer Group High
3 Years
% Rank: 25
-433.21M Peer Group Low
5.737B Peer Group High
6 Months
% Rank: 16
-663.58M Peer Group Low
1.260B Peer Group High
5 Years
% Rank: 23
-265.33M Peer Group Low
6.786B Peer Group High
YTD
% Rank: 23
-1.009B Peer Group Low
2.260B Peer Group High
10 Years
% Rank: 22
-667.75M Peer Group Low
6.786B 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
1.27%
2.00%
0.91%
0.60%
2.28%
5.14%
4.81%
2.72%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
27.46%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
1.07%
1.34%
0.00%
0.00%
1.29%
4.64%
4.65%
2.50%
1.06%
1.39%
0.45%
0.12%
1.35%
2.97%
4.25%
2.17%
1.43%
1.76%
0.78%
0.47%
2.06%
4.84%
4.72%
2.62%
As of December 08, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-5-25) 2.78%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 35
Bond
Yield to Maturity (10-31-25) --
Effective Duration --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --
Number of Bond Holdings 22
As of October 31, 2025

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 21.44%
Stock 0.00%
Bond 78.56%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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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 500.00 None
Minimum Subsequent Investment 25.00 None

Basic Info

Investment Strategy
The funds objective is to maximize yield on cash balances, while providing easy access to investments with daily liquidity. The Fund invests in high interest savings accounts offered by Schedule 1 Canadian Banks.
General
Security Type Mutual Fund
Broad Asset Class Money Market
Broad Category Capital Preservation
Global Peer Group Money Market CAD
Peer Group Canadian Money Market
Global Macro Money Market HC
US Macro --
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective --
Fund Owner Firm Name Ninepoint Partners
Broad Asset Class Benchmark Index
^SPTSX60TR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-5-25) 2.78%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 35
Bond
Yield to Maturity (10-31-25) --
Effective Duration --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --
Number of Bond Holdings 22
As of October 31, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 12/31/2024
Last Prospectus Date --
Share Classes
NPP019 Commission-based Advice
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
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:NPP119.TO", "name")
Broad Asset Class: =YCI("M:NPP119.TO", "broad_asset_class")
Broad Category: =YCI("M:NPP119.TO", "broad_category_group")
Prospectus Objective: =YCI("M:NPP119.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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