Key stats
About ACCELERATE CDN LONG SHORT EQUITY FD TR UNIT
Expense ratio
2.97%
Home page
Inception date
May 10, 2019
The fund seeks long-term capital appreciation and outperform the broader Canadian equity market by investing primarily in Canadian equities and using a long/short overlay portfolio which aims to add positive absolute return. The long/short equity overlay portfolio holds up to 50% short position, and uses the cash generated from its short positions for an additional 50% long position. As a result, ATSXs long portfolio may have up to 150% exposure. Securities of the long and short portfolio are selected by applying a proprietary multifactor model to the Canadian equity market. Equities generated by this model that are in the top 10% are selected for the long portfolio, and the bottom 10% for the short portfolio, based on factors including value, quality, price momentum, operational momentum and trend. ATSX is an actively managed fund.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Non-Energy Minerals
Retail Trade
Stocks143.54%
Finance25.92%
Non-Energy Minerals15.18%
Retail Trade14.54%
Energy Minerals6.27%
Producer Manufacturing6.02%
Industrial Services4.51%
Process Industries4.44%
Consumer Services4.26%
Communications4.24%
Consumer Non-Durables2.23%
Commercial Services2.16%
Consumer Durables2.10%
Technology Services2.08%
Miscellaneous2.06%
Electronic Technology2.01%
Distribution Services1.97%
Bonds, Cash & Other−43.54%
Miscellaneous−43.54%
Top 10 holdings
Dividends
Dividend payout history