Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
3.32% 14.99M -- --
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
11.46M -11.79% Upgrade Upgrade

Basic Info

Investment Strategy
The investment objective of the Fund is to generate long term total returns by investing globally in FX futures on a long/short basis. To achieve the investment objective the Sub-Adviser will utilize several investment trading methodologies collectively know as the FX Strategy at the standard level of risk to invest in foreign currency futures utilizing a Bayesian statistical model to identify current drivers of currency returns.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Managed Futures
Peer Group Alternative Other
Global Macro Liquid Alternatives
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: 69
-39.02M Peer Group Low
121.87M Peer Group High
1 Year
% Rank: 50
11.46M
-637.42M Peer Group Low
1.094B Peer Group High
3 Months
% Rank: 74
-89.99M Peer Group Low
339.94M Peer Group High
3 Years
% Rank: 48
-699.89M Peer Group Low
1.094B Peer Group High
6 Months
% Rank: 80
-181.46M Peer Group Low
730.44M Peer Group High
5 Years
% Rank: 78
-434.73M Peer Group Low
1.134B Peer Group High
YTD
% Rank: 52
-380.20M Peer Group Low
1.106B Peer Group High
10 Years
% Rank: 78
-103.07M Peer Group Low
1.134B 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
--
--
--
12.38%
13.50%
1.95%
18.25%
-14.54%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
26.68%
--
--
--
--
--
--
5.78%
6.65%
--
--
--
--
--
--
--
-8.01%
--
--
--
--
--
--
--
-6.67%
--
--
--
--
-65.67%
89.02%
55.71%
-10.18%
As of December 09, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-8-25) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 20
Bond
Yield to Maturity (10-31-25) 2.28%
Effective Duration --
Average Coupon --
Calculated Average Quality 0.00
Effective Maturity 0.0330
Nominal Maturity 0.0330
Number of Bond Holdings 2
As of October 31, 2025

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 40.84%
Stock 0.00%
Bond 52.76%
Convertible 0.00%
Preferred 0.00%
Other 6.41%
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Top 10 Holdings

Name % Weight Price % Change
CAD Cash
40.54% -- --
Canada CAN 11/19/2025 FIX CAD Government (Matured) 27.42% 100.00 -0.01%
Canada CAN 11/05/2025 FIX CAD Government (Matured) 25.33% 100.00 -0.01%
EEC DEC5
4.11% -- --
JAPAN YEN DEC25
1.04% -- --
AUS DOLLAR DEC25
0.64% -- --
100 GOLD DEC25
0.36% -- --
USD Cash
0.32% -- --
NEW ZEA DLR Z25
0.18% -- --
BRIT POUND DEC25
0.11% -- --

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 investment objective of the Fund is to generate long term total returns by investing globally in FX futures on a long/short basis. To achieve the investment objective the Sub-Adviser will utilize several investment trading methodologies collectively know as the FX Strategy at the standard level of risk to invest in foreign currency futures utilizing a Bayesian statistical model to identify current drivers of currency returns.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Managed Futures
Peer Group Alternative Other
Global Macro Liquid Alternatives
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 (12-8-25) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 20
Bond
Yield to Maturity (10-31-25) 2.28%
Effective Duration --
Average Coupon --
Calculated Average Quality 0.00
Effective Maturity 0.0330
Nominal Maturity 0.0330
Number of Bond Holdings 2
As of October 31, 2025

Fund Details

Key Dates
Inception Date --
Last Annual Report Date 12/31/2024
Last Prospectus Date --
Share Classes
NPP700 Commission-based Advice
NPP758 Commission-based Advice
NPP759 Commission-based Advice
NPP760 Do-It-Yourself
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:NPP701.TO", "name")
Broad Asset Class: =YCI("M:NPP701.TO", "broad_asset_class")
Broad Category: =YCI("M:NPP701.TO", "broad_category_group")
Prospectus Objective: =YCI("M:NPP701.TO", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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