PCJ Absolute Return II Fund

Series

As of March 31, 2025

Quick Facts

Inception Date
March 5, 2021
Fund Category
Liquid Alternatives
Fund Code (A|F)
CCL2200
Fund Code (A|F)
CCL2201
Assets
$55,214,458
Unit Price
$10.69
Unit Price
$11.08
Management Fee (A|F)
2.00%
Management Fee (A|F)
1.00%
Performance Fee
20%
Hurdle
2.00% per annum
High Water Mark
Perpetual
Risk Level
Medium
Minimum Investment
$5000
Subsequent Investment
$500
Systematic Purchase
$100
Trade Settlement
T+1*

*Prior to May 27, 2024, the trade settlement cycle for CC&L Funds was trade date (T) + 2.

Distributions

Capital Gains
Annually

Objectives

  • The PCJ Focused Opportunities Fund seeks to provide long term capital appreciation and attractive risk adjusted returns over the long term by actively investing in a portfolio of equity securities and derivatives contracts and by employing equity long short strategies.

Highlights

  • PCJ team’s highest conviction ideas, long and short, with some directional exposure
    • Leverage institutional process across Large & Small Cap Canada and opportunistic US exposure
    • Removes constraints (long-only, domestic-only, benchmark) to pursue highest conviction opportunities
  • Long biased strategy, offers alpha and some beta
  • Upside participation with greater expected downside protection vs equities
  • Opportunistic net exposure 35-100%
  • Solution to reduce equity exposure, without reducing expected returns

Portfolio Manager

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Founded in 1996, PCJ Investment Counsel Ltd. (PCJ) is an independent privately owned investment manager focused on large and small cap Canadian equities and alternative investments including equity market neutral and long/short strategies. With over $1 billion in total assets under management, the firm has a deep and stable portfolio management team focused on identifying and exploiting unique investment opportunities, and constructing portfolios with attractive risk return characteristics. PCJ is an affiliate of Connor, Clark & Lunn Financial Group.

More Information on PCJ.

Fund Returns1

YTD 1 mo 3 mo 6 mo 1 yr 3 yr 5 yr 10 yr Since Inception
Series A
(CCL 2000)
0.27% -1.21% 0.27% 3.27% 5.09% 4.61% - - 1.66%
2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Calendar Year Returns 12.19% 2.82% -2.73% - - - - - - -
Series F
(CCL 2001)
0.51% -0.85% 0.51% 3.27% 5.63% 5.52% - - 2.56%
2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Calendar Year Returns 12.76% 3.98% -1.73% - - - - - - -

Top Ten Equities2

Chartwell Retirement Residences
6.23%
CRH PLC
6.22%
European Residential REIT
5.84%
RB Global Inc
4.84%
Brookfield Business Partners LP
4.36%
Premium Brands Holdings Corporation
3.51%
Fairfax Financial Holdings Ltd.
3.06%
Berry Global Group
3.04%
Black Diamond Group
2.87%
Advantage Energy Ltd
2.67%
Total
42.63%

Performance Characteristics2

Sharpe Ratio
-0.17 3
Beta (Avg.)
0.02 4
Correlation (vs S&P/TSX)
0.04 4
Risk (Standard Deviation)
4.70%
Best Quarter
7.03%
Worst Quarter
-2.51%
Max Drawdown
-7.23%
Total Return in UP Markets
11.65% 5
Total Return in DOWN Markets
-2.19% 5

Sector Allocation2

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 PCJ Absolute Return II Fund – Inception Date: March 5, 2021. Source: Connor, Clark & Lunn Investment Management Ltd. Data displayed for illustration purposes only. Connor, Clark & Lunn Funds Inc. has retained PCJ Investment Counsel Ltd. to act as portfolio manager for the PCJ Absolute Return II 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 mutual fund investments. Please read the prospectus 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. The specified distribution rate is a target only and may be adjusted from time to time by the Manager without prior notification to unitholders. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Allocations may not add to 100% due to rounding.

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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.

Annualized

Class or currency

As of April 30, 2025 6 months YTD 1 Year 3 Years 5 Years Since Inception
PCJ Absolute Return II Fund - Series F 0.20% -1.11% 6.01% 5.29% N/A 2.11%

Annual

Class or currency

As of December 31, 2024 2024 2023 2022 2021 2020
PCJ Absolute Return II Fund - Series F 12.76% 3.98% -1.73% N/A N/A

Inception Date

PCJ Absolute Return II Fund - Series A : March 5, 2021

PCJ Absolute Return II Fund - Series F : March 5, 2021


Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rate[s] of return is [are] the historical annual compounded total return[s] including changes in [share or unit] value and reinvestment of all [dividends or distributions] and does [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.


Fund performance is stated net of all management and performance fees and after trading and operating expenses. For more information on fund performance, please contact us at[email protected].


Source: Connor, Clark & Lunn Financial Group Ltd.


The above information is provided for your convenience. While we strive to ensure the accuracy of data presented on our website, it should not be relied upon as an official book of record.

Current Net Asset Value

Class or Currency

Date Class Price Change Change
May 20, 2025 F $10.9333 $0.0135 0.12%

Historical Net Asset Values

From

To

Class or Currency

Date Class Price Change Change
May 16, 2025 F $10.9198 -$0.002 -0.02%
May 15, 2025 F $10.9218 $0.0036 0.03%
May 14, 2025 F $10.9182 $0.0281 0.26%
May 13, 2025 F $10.8901 -$0.0597 -0.55%
May 12, 2025 F $10.9498 -$0.0377 -0.34%
May 9, 2025 F $10.9875 $0.0225 0.21%
May 8, 2025 F $10.965 -$0.0049 -0.04%
May 7, 2025 F $10.9699 $0.0236 0.22%
May 6, 2025 F $10.9463 $0.0176 0.16%
May 5, 2025 F $10.9287 -$0.0182 -0.17%

1-106

Source: Connor, Clark & Lunn Financial Group Ltd.

The above information is provided for your convenience. While we strive to ensure the accuracy of data presented on our website, it should not be relied upon as an official book of record.

Regulatory

Annual Proxy Votes

View

Annual Management Report of Fund Performance (MRFP)

Download

Interim Management Report of Fund Performance (MRFP)

Download

Annual Financial Statements*

Download

Interim Financial Statements*

Download

Simplified Prospectus

Download

Statement of Financial Position

Download

Fund Fact Sheets

PCJ Absolute Return ll Fund Series A

Download

PCJ Absolute Return ll Fund Series F

Download

PCJ Absolute Return ll Fund Series I

Download

*In order to comply with the International Ethics Standards Board for Accountants (“IESBA”) Code of Ethics for Professional Accountants, the auditor of CC&L Funds, KPMG LLP, is required to publicly disclose the audit and non-audit fees, on an annual basis, charged to public interest entities.

In connection with the audits of the financial statements of the public interest entities managed by CC&L Funds for the year ended December 31, 2023, the following fees (excluding applicable taxes) were paid or payable to KPMG LLP: $178,101 for audits of financial statements and $82,215 for other services.