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 -15.92% 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
Equity Style --
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: 81
-29.11M Peer Group Low
128.23M Peer Group High
1 Year
% Rank: 56
11.46M
-356.09M Peer Group Low
1.222B Peer Group High
3 Months
% Rank: 75
-140.46M Peer Group Low
359.86M Peer Group High
3 Years
% Rank: 52
-665.16M Peer Group Low
1.222B Peer Group High
6 Months
% Rank: 81
-132.92M Peer Group Low
738.30M Peer Group High
5 Years
% Rank: 78
-434.73M Peer Group Low
1.222B Peer Group High
YTD
% Rank: --
-286.06M Peer Group Low
1.199B Peer Group High
10 Years
% Rank: 76
-103.07M Peer Group Low
1.222B 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
2025
--
--
--
12.38%
13.50%
1.95%
18.25%
-15.92%
-7.58%
21.93%
5.56%
28.04%
-6.24%
12.05%
21.04%
29.06%
--
--
--
--
--
-6.96%
8.09%
--
--
--
--
--
--
--
--
-9.37%
--
--
--
--
-60.08%
107.9%
131.2%
-11.43%
As of January 02, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-31-25) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 20
Bond
Yield to Maturity (11-30-25) 2.22%
Effective Duration --
Average Coupon --
Calculated Average Quality 0.00
Effective Maturity 0.0875
Nominal Maturity 0.0875
Number of Bond Holdings 2
As of November 30, 2025

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 41.76%
Stock 0.00%
Bond 53.14%
Convertible 0.00%
Preferred 0.00%
Other 5.10%
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Top 10 Holdings

Name % Weight Price % Change
CAD Cash
40.98% -- --
Canada CAN 0.0 01/14/2026 FIX CAD Government 27.61% -- --
Canada CAN 12/17/2025 FIX CAD Government (Matured) 25.53% 100.00 -0.01%
EEC DEC5
3.15% -- --
JAPAN YEN DEC25
1.16% -- --
USD Cash
0.97% -- --
AUS DOLLAR DEC25
0.57% -- --
NEW ZEA DLR Z25
0.17% -- --
SEK Cash
0.08% -- --
BRIT POUND DEC25
0.05% -- --

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
Equity Style --
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 (12-31-25) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 20
Bond
Yield to Maturity (11-30-25) 2.22%
Effective Duration --
Average Coupon --
Calculated Average Quality 0.00
Effective Maturity 0.0875
Nominal Maturity 0.0875
Number of Bond Holdings 2
As of November 30, 2025

Fund Details

Key Dates
Inception Date --
Share Classes
NPP700 Commission-based Advice
NPP758 Commission-based Advice
NPP759 Commission-based Advice
NPP760 Do-It-Yourself
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%
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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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