Exemplar Diversified Portfolio
The Fund seeks long-term absolute, risk-adjusted returns with low correlation to global equity and fixed-income market returns.
In partnership with the University of Waterloo, the Fund’s manager has developed a systematic investment process to identify opportunities across all markets and manage risk. Using computer-driven systems to analyze market behaviour, they identify trends and position the portfolio to profit for as long as the trend persists, whether down market or up market trends. The Fund invests in a broad range of sectors including commodities, equity indices, currencies and fixed income instruments using futures contracts and determining positions based on expected profit potential. The Fund’s fixed downside risk budget is equally allocated across all markets on a risk-adjusted basis.
- Investors seeking to stabilize overall portfolio capital
- Investors looking to own an investment uncorrelated to traditional asset classes
- Investors who wish to access returns from wide markets outside of traditional stocks and bonds alone.
Portfolio Manager Videos
March 31, 2015
Growth of $1,000
Risk Bar Description: Risk Rating
A Class : AHP 1100
F Class : AHP 1110
L Class : AHP 1130
A Class : 2.00%
F Class : 1.00%
L Class : 2.30%
High Water Mark
Perpetual, based on the highest calendar year-end adjusted NAV
Arrow Capital Management
Integrated Managed Futures Corp.
Short term redemption charge
2% of NAV within the first 90 days
RSP, RRIF,DSP, RESP, DPSP, TFSA
Custodian & Valuation Agent
CIBC Mellon Asset Servicing
RBC Investor & Treasury Services
Manager & Promoter
Arrow Capital Management Inc.