CC&L Market Neutral Fund
Series
Quick Facts
*Prior to May 27, 2024, the trade settlement cycle for CC&L Funds was trade date (T) + 2.
Distributions
Objectives
- Generate absolute positive returns entirely from security selection, not market exposure
- Remain Market Neutral by investing in long and short positions in primarily Canadian companies
- Deliver an attractive investment solution with low correlation to other asset classes
Highlights
- Research Intensive Approach: CC&L Fundamental Equity team covers the entire Canadian Market: Large to Small Cap
- Disciplined “Target Price” driven methodology for long and short positions
- Risk management system ensures risks are understood and managed
Portfolio Manager
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 $78 billion in equities, fixed income and alternative mandates for individual and institutional investors.
More Information on Connor, Clark & Lunn Investment Management
Fund Returns1
(CCL 901) -1.95% -0.67% -1.95% -0.85% -2.08% 2.51% -3.44% -2.04% 3.67%
Top Ten Equities2
Performance Characteristics2
For further information, please contact Connor, Clark & Lunn Funds Inc. Toll Free at 1-888-824-3120.
1. Returns are calculated net of management fees, trading and operating expenses. 2.Characteristics, Sector Allocation and Exposure data is based on the CC&L Market Neutral Onshore Fund – Inception Date: February 20, 2006. Source: Connor, Clark & Lunn Investment Management Ltd. Data displayed for illustration purposes only. Connor, Clark & Lunn Funds Inc. has retained Connor, Clark & Lunn Investment Management Ltd. to act as the portfolio manager of the CC&L Market Neutral Fund, which invests solely in units of the CC&L Market Neutral Onshore Fund. 3.Relative to FTSE Canada 91 Day TBill Index. 4.Relative to S&P/TSX Composite Index. 5.Total cumulative Fund returns measured on a monthly basis when the S&P/TSX Composite was up/down respectively. Commissions, trailing commissions, management fees and expenses all may be associated with fund investments. Please read the offering memorandum before investing. The indicated rate(s) of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Investment funds are not guaranteed, their values change frequently and past performance may not be repeated.
CC&L Funds is part of Connor, Clark & Lunn Financial Group Ltd. (CC&L Financial Group), an independently owned multi-boutique asset management firm whose affiliates are collective responsible for over $142 billion in assets under management on behalf of institutional and individual investors.
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