Polar Multi-Strategy Alternative Fund

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Fund Overview

Polar Multi-Strategy Alternative Fund is an open-ended Canadian alternative mutual fund* that seeks to achieve stable, risk-adjusted returns through exposure to a diversified portfolio of alternative investment strategies. The Fund invests across multiple asset classes and instruments, including equities, fixed income, credit, derivatives, and other financial instruments, and employs strategies such as arbitrage, long/short investing, and event-driven strategies. The Fund is suitable for investors who are:

  • Seeking diversification

    want exposure to an actively managed portfolio with exposure to various strategies;

  • Risk-conscious

    are seeking returns with less volatility and want to invest in a fund with relatively low correlation to the market;

  • Looking for liquidity

    want daily subscription and redemption features.

  • Investment Strategy

    Multi-strategy

  • Subscriptions and Redemptions

    Daily

  • Valuation Frequency

    Daily

  • Currency

    Canadian Dollar (CAD)

  • Risk Rating

    Low to Medium

  • NAV & Performance

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    For full details on investment objectives, risks, fees, and expenses, please refer to the Fund Facts and Simplified Prospectus.

    Documents & Disclosures

    Access key fund documents below. Additional disclosures will be added as they become available.

    Fund Facts - Series A

    PDF (231.2 B)

    Fund Facts - Series F

    PDF (227.0 B)

    Simplified Prospectus

    PDF (664.4 B)

    Connect with our team

    Get in touch to learn more about our investment philosophy and to receive information on our offerings.

    Legal & Regulatory Disclaimer

    Investments and Risk Investments in the Polar Multi-Strategy Alternative Fund involve risks, including possible loss of capital. The Fund may use alternative strategies, including leverage, derivatives, and short positions, which can increase volatility and the potential for losses. Investors should carefully consider these risks and their investment objectives before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Investment returns will fluctuate, and there is no guarantee that the Fund will achieve its investment objectives.

    Forward-Looking Statements This page may contain forward-looking statements, including projections or estimates of future performance. Actual results may differ materially from those expressed or implied by these statements due to market conditions, fund strategy outcomes, or other factors.

    Regulatory and Jurisdictional Notice (Canada) The Fund is offered solely to residents of Canada in accordance with applicable securities laws. This information does not constitute an offer to sell or a solicitation to buy units of the Fund in any jurisdiction where it is not authorized. Investors should consult the Fund Facts and Simplified Prospectus for detailed information regarding investment objectives, risks, fees, and expenses.

    *The Fund is considered an “alternative mutual fund” within the meaning of National Instrument 81-102 Investment Funds (“NI 81-102”) and is permitted to invest in asset classes or use investment strategies that are not permitted for other types of mutual funds, including borrowing cash to use for investment purposes, the ability to invest more than 10% of its net asset value in securities of a single issuer, the ability to short sell beyond the limits prescribed for conventional mutual funds and to employ leverage. While these specific strategies may be used in accordance with the Fund’s investment objectives and strategies, during certain market conditions they may accelerate the pace at which your investment decreases in value.