Arrow Global Advantage
The performance on this page is for informational purposes only. The Arrow Global Advantage Fund was merged into the Arrow Global Advantage Alternative Class in June 2020 and is no longer available to purchase. See important disclaimers at the bottom of this page.
Fund Strategy
The Fund seeks to provide capital appreciation through active management of opportunities in global equity, debt, commodity and foreign exchange markets.
Investment Process
Opportunistic Approach
- Not benchmark constrained
- Long and short
Managed Risk Taking
- Low to moderate concentration
- Low to moderate leverage
- Respectful of markets
Investor Profile
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Investors looking for capital appreciation through active investing and trading opportunities.
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Investors looking for generally low levels of correlation and volatility as compared to traditional equity indices.
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Investors looking for absolute return strategies.
Portfolio Managers
How to Invest
Fund Overview
Fund Performance
Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2020 | 0.82 | 1.12 | 1.12 | 0.38 | 0.26 | 0.14 | 3.90 | ||||||
2019 | -0.93 | -1.49 | 0.33 | -1.18 | 0.94 | 0.77 | -0.78 | 2.28 | -1.51 | -0.12 | -0.90 | 1.27 | -1.39 |
2018 | 1.04 | -0.19 | -0.58 | 0.05 | 0.82 | -1.14 | -1.31 | 0.58 | -0.42 | 1.65 | 0.28 | 2.77 | 3.53 |
2017 | 0.91 | 0.91 | -0.69 | 0.93 | 0.47 | -1.92 | 0.14 | 0.01 | 1.92 | 2.23 | 0.51 | 0.76 | 6.30 |
2016 | 0.63 | 4.66 | 0.18 | 3.56 | 0.43 | 1.73 | -0.23 | -2.34 | 2.41 | -1.00 | -1.09 | 1.75 | 10.99 |
2015 | 0.86 | 4.20 | -0.33 | -0.92 | 4.53 | -1.19 | -0.70 | 1.17 | -1.48 | 1.88 | -0.57 | 1.45 | 9.05 |
Growth of $100,000
Portfolio Details
A Class: AHP 470
F Class: AHP 478
U Class: AHP 477 (USD)
G Class: AHP 475 (USD)
Management Fee
A/U Class: 1.95%
F/G Class: 0.95%
Performance Fee
15%
Hurdle Rate
5%
Purchases
Weekly
Monthly with 10 business days notice
Prime Broker
Scotia Capital
Auditor
Grant Thornton
Administrator
RBC Investor & Treasury Services
^ Minimum Investment for accredited investors is $25,000
^ Minimum Investment for non-accredited corporate purchases is $150,000