Fonds mondial neutre au marché CC&L
Série
En bref
*Avant le 27 mai, 2024, le cycle de règlement pour Fonds CC&L était d’un cycle de règlement de deux jours ouvrables après la date de l’opération (T+2).
Distributions
Objectif
- Réaliser des rendements ajustés au risque positifs qui ont une faible corrélation avec les marchés boursiers.
- Viser des rendements annualisés cibles de 6 % à 10 % et une volatilité de 6 % à 10 % par année sur un cycle de marché.
- Offrir une solution de placement intéressante comportant une faible corrélation avec les autres catégories d’actif.
Faits saillant
- On cherche à obtenir un rendement positif, quelle que soit l’orientation du marché
- Rendement peu ou pas corrélé avec les principales catégories d’actif
- Potentiel d’amélioration du profil risque-rendement des portefeuilles traditionnels
- Gestion rigoureuse des risques aux niveaux du fonds et de l’entreprise
Gestionnaire de Portefeuille
Fondée en 1982, Gestion de placements Connor, Clark & Lunn Ltée est devenue l’une des plus importantes sociétés de gestion de portefeuilles indépendantes d’intérêt privé au Canada. Les équipes de gestion de portefeuille multidisciplinaires de CC&L gèrent collectivement des mandats d’actions, de titres à revenu fixe et de placements alternatifs de 78 milliards de dollars pour le compte de particuliers et d’investisseurs institutionnels.
Pour en savoir plus sur Gestion de placements Connor, Clark & Lunn Ltée
Rendement du fonds1
annuel 1 mois 3 mois 6 mois 1 an 3 ans 5 ans 10 ans Depuis la création
(CCL 876) 4,44 % 2,21 % 4,44 % 8,76 % 14,71 % 11,01 % 11,31 % - 6,14 %
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 Q Market Neutral Fund – Inception Date: December, 2004. 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 Global Market Neutral Fund invests solely in units of the CC&L Q Market Neutral 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 fait partie de Connor, Clark & Lunn Financial Group Ltd. (CC&L Financial Group), une société de gestion d’actifs multi-boutiques indépendante dont les sociétés affiliées sont collectivement responsables de plus de 142 milliards de dollars d’actifs sous gestion pour le compte d’investisseurs institutionnels et individuels.
Réglementaire
États financiers annuels
TéléchargerÉtats financiers semestriel
TéléchargerVoir nos autres solutions de placement
Présentation par
- Présentation tout
- Actions canadiennes
- Actions Global
- Revenu
- Alternatifs
- Canadien équilibré/Revenu
- Fonds communs de placement
- Actions Global
- Revenu
- Alternatifs
- Canadien équilibré/Revenu
Catégorie d’actif
Structure du produit
For additional information on Connor, Clark & Lunn Funds Inc., please contact:
Bryce Walker
Vice-président principal,
Développement des affaires
Kiesha Callahan
Associée,
Produits et service à la clientèle
Please take the time to carefully read the following as it contains important information regarding certain restrictions imposed by statute and the applicable securities regulatory authorities on the distribution of information through this website.
Material presented on this website should be considered for background information only and should not be construed as investment or financial advice. Further, information on this website should not be construed as an offer or solicitation by the Connor, Clark & Lunn group of companies to provide investment management services or to buy or sell any products.
The Connor, Clark & Lunn Funds Inc. (CC&L) website may contain hyperlinks to websites operated by parties other than CC&L. Such hyperlinks are provided for your reference only. CC&L does not control such websites and is not responsible for their contents. The inclusion by CC&L of hyperlinks to other websites does not imply any approval or endorsement of the material on such websites or any association with their operators.
The Connor, Clark & Lunn group of companies includes a number of entities that may be registered as investment advisers, investment fund managers and exempt market dealers in various provinces and territories of Canada. A number of entities are also registered with the Unites States Securities and Exchange Commission as advisers in that country and the Connor, Clark & Lunn group of companies also includes a number of investment advisers and fund managers that are authorized and regulated by the Financial Conduct Authority in the United Kingdom. The information provided on this website regarding each entity is directed solely towards qualified investors in jurisdictions where the appropriate entity is registered. Services offered by any of the entities in the Connor, Clark & Lunn group of companies are offered solely to qualified residents of the jurisdictions where the entities are qualified to do business.
Certain securities regulations prohibit the publication of specific registration information about the registered entities in the Connor, Clark & Lunn group of companies. For more information, please contact the Connor, Clark & Lunn Compliance Department at [email protected] or 604-685-2020.