The investment objective of the Fund is to achieve superior capital appreciation over both short and long term horizons primarily through the selection and management of long and short positions in Global equity securities and equity derivative securities.
The Fund invests in companies with proven management ability, well-defined growth strategies and distinct competitive advantages. Management also looks for event-driven trading opportunities to augment returns. The manager has the flexibility to vary market exposure to mitigate risk
- Investors looking for capital appreciation through active management of an equity portfolio.
- Investors looking to invest in companies with proven management teams, strong cash flows and earnings growth.
- Investors who wish their portfolios to respond to varying market conditions.
- Investors able to accept a moderate level of risk.
growth of $1,000
Series A: AHP 2700
Series F: AHP 2710
Series I: AHP 2720
Series A: 1.95%
Series F: 0.95%
Series I: Negotiable with and paid directly by Series I investor
Arrow Capital Management
Registered Plan Eligibility
CIBC World Markets Inc.
CIBC Mellon Global Security Services
RBC Investor & Treasury Services
Chung Kim, CIM
Chung Kim, CIM
Chung joined Arrow in April, 2020. Prior to Arrow, Chung spent 15 years in Institutional Equity Sales, with the most recent stint as Executive Director at CIBC, largely covering Canadian Alternative Managers. Chung holds a Bachelor of Science from the University of Toronto, and an MBA from the Schulich School of Business.
How to Invest
Effective June 15, 2023, the fund was renamed Arrow Opportunities Alternative Class (formerly Arrow Global Opportunities Class).
Prior to September 30, 2021, the Fund was named Arrow Global Opportunities Class (“AGOC”). The Fund distributed to investors on a prospectus-exempt basis in accordance with National Instrument 45-106 and was not a reporting issuer between June 30, 2020 and January 10, 2022. The expenses of AGOC would have been higher during such period had the Fund been subject to the additional regulatory requirements applicable to a reporting issuer. Financial statements of AGOC are posted on Arrow’s website and are available to investors upon request
Exemptive relief was granted by the Ontario Securities Commission on November 21, 2021 to permit the Fund to use performance prior to the Fund becoming a reporting issuer.
Commissions, trailing commissions, management fees, performance fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns net of fees and expenses payable by the fund (except for figures of one year or less, which are simple total returns) including changes in security value and reinvestment of all dividends/distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
The rates of return are used only to illustrate the effects of the compound growth rate and are not intended to reflect future values or returns on investment in an investment fund.
The “Growth of $1,000” chart shows the final value of a hypothetical $1,000 investment in securities in this class/series of the fund as at the end of the investment period indicated and is not intended to reflect future values or returns on investment in such securities.
The risk level of a fund has been determined in accordance with a standardized risk classification methodology in National Instrument 81-102, that is based on the fund’s historical volatility as measured by the 10-year standard deviation of the fund’s returns. Where a fund has offered securities to the public for less than 10 years, the standardized methodology requires that the standard deviation of a reference mutual fund or index that reasonably approximates the fund’s standard deviation be used to determine the fund’s risk rating. Please note that historical performance may not be indicative of future returns and a fund’s historical volatility may not be indicative of future volatility.
This information on this document is provided as a general source of information and should not be considered personal, legal, accounting, tax or investment advice, or an offer or a solicitation to buy or sell securities. Every effort has been made to ensure that the material contained herein is accurate at the time of publication. Market conditions may change which may impact the information contained in this document.
For major events that may affect the performance of a fund in the last 10 years, including its participation in an amalgamation or merger with another fund or a change in its investment objectives or portfolio advisor, please refer to the “History of the Fund” section in the fund’s most recently-filed Annual Information Form.