CC&L Diversified Market Neutral Fund
Highlights
- Strive to achieve positive return regardless of market direction
- Three distinct and complementary Market Neutral strategies
- Q Global Equity Market Neutral
- Fundamental Equity Market Neutral
- Fixed Income Absolute Return
- Strong risk management at all levels: fund, strategy and firm
Objectives
- Provide positive risk adjusted returns with low correlation to equity markets
- Target annualized returns and volatility of 6 – 8% per annum over a market cycle
- Deliver an attractive investment solution with low correlation to other asset classes
Portfolio Exposures
Quick Facts
AUM:
$34.61 million
Inception Date:
April 18, 2014
Fund Category
Market Neutral
Fund Code (A|F)
CCL 850 | CCL 851
Management Fee (A|F)
1.80% | 0.80%
Performance Fee
20%
High Water Mark
Perpetual
Minimum Investment - Accredited Investor
$25,000
Subsequent Investment
$10,000
Trade Settlement
T+1*
AUM data above is updated daily on all days that markets are open.
*Prior to May 27, 2024, the trade settlement cycle for CC&L Funds was trade date (T) + 2.
Connor, Clark & Lunn Investment Management Ltd. was founded in 1982 and has grown to become one of Canada’s largest independent and privately owned investment management firms. CC&L’s multi-disciplined portfolio management teams collectively manage $72 billion in equities, fixed income and alternative mandates for individual and institutional investors.
More Information on Connor, Clark & Lunn Investment Management
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Asset Class
Product Structure
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CC&L Funds Inc.
June 6th, 2022