The Fund seeks to provide a long-term stable return with 50% less volatility than broader equity markets.
The Fund is managed in three distinct, complementary sub-strategies:
- Model driven strategy (with discretionary overrides) that captures non-linear reflexive changes with a macro overlay. Highly diversified and focused on mid and large cap securities with a yield component.
Capital Structure Opportunities
- Strategy that captures alpha related to the inefficiencies existing at company ‘change’ points such as mergers, restructuring, deleveraging and financings, among others. Strategies include capital structure arbitrage,long and short corporate credit.
- Opportunistic approach based on market movements
- Focus on lowering fund volatility and correlation to risk assets
Investors looking for a diversified fund aiming to generate positive returns regardless of market direction, with lower volatility than broader equity markets.
Growth of $1,000
Risk Bar Description: Risk Rating
A Class: AHP 530
F Class: AHP 538
A Class: 2.5%
F Class: 1.5%
Monthly with 20 business days notice
RBC Investor & Treasury Services
^ Minimum Investment for accredited investors is $25,000
^ Minimum Investment for non-accredited corporate purchases is $150,000