Acuity Pooled 130/30 Fund Top Holdings
All returns are historical annual compounded rates of return and reflect changes in unit value and distributions reinvested. They do not take into account sales charges or administrative fees, payable by unitholders, which would have reduced returns. Past performance does not guarantee future results. Your unit value and investment return will fluctuate. Important information about any mutual fund is contained in its simplified prospectus which should be read carefully before investing. Copies of Acuity Funds Ltd.'s prospectus are available from your investment advisor or Acuity Funds Ltd.
Our Products
Acuity Pooled 130/30 Fund
as at April 30, 2008
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Investment Objective/Strategy
The Fund seeks long-term capital appreciation by investing in a diversified portfolio of Canadian and foreign equity securities. The Fund pursues its investment objective by establishing long and short positions in equity securities of companies located anywhere in the world.
| Inception Date: | April 30, 2008 |
| Size (in millions): | N/A |
| RSP/RIF Eligibility: | Yes |
| RESP Eligibility: | Yes |
| Minimum Initial Investment: | $150,000 |
| Distributions: | N/A |
| Performance: | 1 Year: | N/A |
| 3 Years: | N/A | |
| 5 Years: | N/A | |
| 10 Years: | N/A |
1The Fund will pay distributions out of net income, if any, quarterly to all unitholders. The Fund will pay distribution of net realized capital gains annually in December.