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Accelerate Canadian Long Short Equity Fund (ATSX)
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As of May 31, 2026
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(Alternative Equity Focused)
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Underlying Index
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Inception Return
(5/3/2019)
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15.35 %
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Day High/Low
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$43.87 / $43.87
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YTD Return
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14.04 %
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52Week High/Low
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$44.50 / $30.11
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NAVPS
(5/29/2026)
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$43.36
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Change
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$0.58 / 1.36 %
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Open / Close
(6/15/2026)
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$43.87
/
$44.09
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Management Fee
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0.00 %
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Traded Volume
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199
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Assets ($mil)
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$7.59
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Rank (1Yr)
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29/218
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Std Dev (3Yr)
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11.12 %
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Beta (3Yr)
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0.85
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Volatility Ranking (3Yr)
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6/10
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RRSP Eligibility
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Yes
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Open to Invest
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Open
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Annual Dividend
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-
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Annual Yield
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-
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Objective
Accelerate Enhanced Canadian Benchmark Alternative Fund seeks to achieve long-term capital appreciation and a superior risk-adjusted return relative to the broader Canadian equity market. ATSX seeks to outperform the Canadian equity market over the long term by investing primarily in Canadian and foreign issuers listed on an exchange or marketplace in Canada that represent the broad Canadian listed equity market, and using a long-short overlay portfolio to seek to add positive absolute return.
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Fund Manager
Accelerate Financial Technologies Inc.
Portfolio Manager
Julian Klymochko, Accelerate Financial Technologies Inc.
Sub-Advisor
-
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Asset Allocation
(As of May 31, 2026)
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Sector Allocation
(As of May 31, 2026)
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Geographic Allocation
(As of May 31, 2026)
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Top 10 Holdings
| Name | Asset | Sector | Geographic | Percent |
| Quebecor Inc Cl B | Canadian Equity | Telecommunications | Canada | 4.02% |
| Exchange Income Corp | Canadian Equity | Industrial Services | Canada | 3.92% |
| TFI International Inc | Canadian Equity | Industrial Services | Canada | 3.91% |
| Bombardier Inc Cl B | Canadian Equity | Industrial Goods | Canada | 3.90% |
| Finning International Inc | Canadian Equity | Industrial Goods | Canada | 3.66% |
| Linamar Corp | Canadian Equity | Consumer Goods | Canada | 3.65% |
| Bank of Montreal | Canadian Equity | Financial Services | Canada | 3.63% |
| Hudbay Minerals Inc | Canadian Equity | Basic Materials | Canada | 3.63% |
| Canadian National Railway Co | Canadian Equity | Industrial Services | Canada | 3.62% |
| CCL Industries Inc Cl B | Canadian Equity | Basic Materials | Canada | 3.60% |
Performance Data
(As of May 31, 2026)
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Return (%)
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Annualized Return (%)
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Return
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1
Mth
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3
Mth
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6
Mth
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YTD
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1
Yr
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3
Yr
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5
Yr
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10
Yr
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|
Fund
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1.45
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1.64
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15.88
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14.04
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49.11
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29.23
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18.71
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-
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Benchmark
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2.52
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1.83
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12.07
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10.61
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36.06
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24.64
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15.30
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12.77
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Quartile Ranking
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3
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3
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1
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2
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1
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1
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1
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-
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Calendar Return (%)
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2025
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2024
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2023
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2022
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2021
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2020
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2019
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2018
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2017
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2016
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Fund
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40.53
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21.79
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9.43
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-5.09
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28.28
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5.18
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-
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-
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-
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-
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Benchmark
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31.68
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21.65
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11.75
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-5.84
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25.09
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5.60
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22.88
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-8.89
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9.10
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21.08
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Quartile Ranking
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1
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2
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3
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2
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1
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3
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-
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-
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-
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-
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