IA Clarington U.S. Equity Opportunities Fund

Fund Code(s)
as at
Management Fee
Reduced MER (est.)
Low Medium High
Inception Date
Total value

Investment Goal

The Fund seeks long-term growth of capital by investing in both long and short positions of primarily U.S. equity securities. 

Key Reasons to Invest
  • An active, alternative U.S. equity strategy that can be a core position or a complement to conventional portfolios.
  • Offers two differentiated sources of return through long and short equity positions that seek to generate excess returns over the benchmark. 
  • Managed by a team with extensive expertise in systematic long/short equity investing.

Portfolio Managers

Annual Rates of Return - %
Performance - %
YTD 1mo 3mo 1yr 3yr 5yr 10yr Since Inception
Rate of Return
Average Annual Total Returns %
Performance %

Distribution frequency:

Capital Gains
Return of Capital
Total Distribution
Key Documents
Support Material
    Regulatory Documents
      Financial Documents

        Average Term (Days)
        Current Yield
        Top 10 Holdings

        Top 10 Long Holdings
        Top 10 Short Holdings
        Overall exposure
        Geographic Allocation
        Asset Mix
        Asset Allocation
        Key Documents