Distinctive Investments Solving Specific portfolio needs

Arrow manages a select group of funds, each addressing a variety of risk profiles and investment needs.

Explore how our investments can optimize your portfolio

Explore Our Funds

Mutual Funds

Exemplar Growth and Income Fund

Fund Strategy The Fund seeks to provide a balance of growth and income, making strategic asset class shifts based on where the best opportunities exist. With a focus on providing capital preservation during times of market turmoil, the Fund’s managers aim to mitigate risk through various hedging strategies. Investment Process The Fund invests in equities and fixed income securities with up to 49% in foreign securities.  The Fund manages the […]

Features

  • CDN Balanced Strategy
  • Minimize Volatility/Drawdowns
  • FundGrade A+ Award

Exemplar Global Growth and Income

This global Fund seeks to achieve long term growth and preservation of capital. The Fund will invest primarily in a diversified mix of equity and fixed-income securities of issuers located anywhere in the world.

Exemplar Performance Fund

The Fund seeks to deliver consistent returns in varying market conditions by investing primarily in Canadian securities with proven management teams, strong cash flows and earnings growth. The Fund’s concentrated portfolio of securities is chosen from those industries that management believes offers the best opportunity for profitable returns at each stage of the economic and market cycle.

Features

  • CDN Equity Strategy
  • Small/Mid Cap Focused
  • Alpha Focused

Liquid Alternatives

Arrow Canadian Advantage Alternative Class

The Fund seeks to deliver consistent returns by investing in a portfolio of Canadian equity securities chosen from those industries that management believes offers the best opportunity for profitable returns at each stage of the economic and market cycle.

Features

  • Long/Short Strategy
  • Alpha Focused
  • FundGrade A+ Award

Arrow Global Advantage Alternative Class

The Fund seeks to provide capital appreciation through active management of opportunities in global equity, debt, commodity and foreign exchange markets.

Features

  • Multi-Asset Strategy
  • Low Beta
  • Minimize Volatility/Drawdowns

Arrow Global Opportunities Alternative Class

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.

Features

  • Event Driven Strategy
  • Alpha Focused
  • Low Correlation

Arrow EC Income Advantage Alternative Fund

Fund Strategy The Fund seeks to generate attractive risk-adjusted returns with low volatility in all interest rate environments. Unlike traditional fixed income strategies, the Fund maintains attractive exposure to a diversified portfolio of Canadian investment grade corporate bonds, seeking to eliminate the interest rate risk associated with such bonds. Investor Profile Investors seeking to protect capital from rising interest rates and systemic market risk Investors seeking a monthly income stream […]

Features

  • Corporate Credit Strategy
  • Low Correlation
  • 4-5% Distribution (Monthly)

WaveFront Global Diversified Investment Class

Fund Strategy The Fund seeks long-term absolute, risk-adjusted returns with low correlation to global equity and fixed-income market returns. Investment Process 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 […]

Features

  • Futures/Commodities Strategy
  • Low Correlation
  • Access to Alternative Markets

Exchange Traded Funds

Arrow Canadian Advantage Alternative ETF

The Fund seeks to deliver consistent returns by investing in a portfolio of Canadian equity securities chosen from those industries that management believes offers the best opportunity for profitable returns at each stage of the economic and market cycle.

Features

Arrow EC Income Advantage Alternative ETF

The Fund seeks to generate attractive risk-adjusted returns with low volatility in all interest rate environments. Unlike traditional fixed income strategies, the Fund maintains attractive exposure to a diversified portfolio of Canadian investment grade corporate bonds, seeking to eliminate the interest rate risk associated with such bonds.

Features

  • Corporate Credit Strategy
  • Low Correlation
  • 4-5% Distribution (Monthly)

Exemplar Growth and Income ETF

The Fund seeks to provide a balance of growth and income, making strategic asset class shifts based on where the best opportunities exist. With a focus on providing capital preservation during times of market turmoil, the Fund’s managers aim to mitigate risk through various hedging strategies.

Features

  • CDN Balanced Fund
  • Minimize
  • Volatility/Drawdowns

Alternative Strategies

Arrow Performance Fund

The Fund seeks to deliver consistent returns by investing in a concentrated portfolio of Canadian equity securities chosen from those industries that management believes offers the best opportunity for profitable returns at each stage of the economic and market cycle.

Features

  • Long/Short Strategy
  • Alpha focused
  • Superior Upside/Downside Capture

East Coast Investment Grade II Fund

The Fund seeks attractive risk-adjusted returns while preserving capital through a credit-focused, fixed-income investment mandate.

Features

  • Corporate Credit Strategy
  • Low Correlation
  • 4-5% Distribution (Monthly)

Limited Partnerships

NR Conservative Growth LP Fund

The Fund seeks long term return potential through concentrated investments primarily in North American equities.

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.