Key stats
About ACCELERATE CDN LONG SHORT EQUITY FD TR UNIT
Home page
Inception date
May 10, 2019
Structure
Canadian Mutual Fund Trust (ON)
Distributes
Capital Gains
Primary advisor
Accelerate Financial Technologies, Inc.
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
Retail Trade
Non-Energy Minerals
Stocks141.95%
Finance30.17%
Retail Trade13.84%
Non-Energy Minerals11.33%
Producer Manufacturing7.32%
Process Industries7.05%
Consumer Non-Durables4.75%
Consumer Services4.74%
Industrial Services4.74%
Electronic Technology2.52%
Commercial Services2.35%
Technology Services2.30%
Energy Minerals2.27%
Utilities2.26%
Distribution Services2.21%
Transportation2.14%
Bonds, Cash & Other−41.95%
Miscellaneous−41.95%
Top 10 holdings
Dividends
Dividend payout history