(As of 1/31/2026)

PICTON Global Equity Fund Class A

(Global Equity)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2024
2022




Inception Return
(11/2/2015)
10.01 %
YTD Return 0.96 %
NAVPS
(2/19/2026)
$19.13
Change ($0.04) / -0.22 %
Growth of $10,000 (As of January 31, 2026)
MER 3.75 %
Assets ($mil) $143.44
Rank (1Yr) 735/2077
Std Dev (3Yr) 11.94 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load Back Fee Only
Max Front End 5.00 %
Max Back End -
Sales Status Open
 
Objective
The investment objective of the Picton Mahoney Fortified Equity Fund (the “Fund”) is to achieve long-term capital appreciation by investing primarily in global equity securities while mitigating capital loss by engaging in hedging strategies for downside risk protection. The fundamental investment objective of the Fund will not change without the consent of a majority of the voting unitholders of the Fund.
Fund Manager

PICTON Investments

Portfolio Manager

David Picton, PICTON Investments

Jeffrey Bradacs, PICTON Investments

Michael Kimmel, PICTON Investments

Michael Kuan, PICTON Investments

Sub-Advisor
-
 
Asset Allocation
(As of November 30, 2025)
Sector Allocation
(As of November 30, 2025)
Geographic Allocation
(As of November 30, 2025)
Top 10 Holdings
NameAssetSectorGeographicPercent
Apple IncUS EquityTechnologyUnited States4.77%
United States Treasury 22-Jan-2026Cash and EquivalentsCash and Cash EquivalentUnited States4.77%
NVIDIA CorpUS EquityTechnologyUnited States4.66%
Alphabet Inc Cl AUS EquityTechnologyUnited States4.19%
Microsoft CorpUS EquityTechnologyUnited States4.06%
CAD CurrencyCash and EquivalentsCash and Cash EquivalentCanada3.52%
Amazon.com IncUS EquityConsumer ServicesUnited States3.00%
Broadcom IncUS EquityTechnologyUnited States2.50%
Eli Lilly and CoUS EquityHealthcareUnited States1.91%
Meta Platforms Inc Cl AUS EquityTechnologyUnited States1.59%

Performance Data (As of January 31, 2026)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.96 -0.60 5.92 0.96 12.16 18.11 12.76 10.68
Benchmark 2.09 0.95 10.80 2.09 14.53 19.47 13.11 12.43
Quartile Ranking 3 3 3 3 2 1 1 2

Calendar Return (%) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Fund 15.56 29.15 13.91 -11.39 18.90 18.73 16.06 -5.04 8.33 3.08
Benchmark 16.60 26.84 19.37 -12.64 17.62 13.15 21.41 -1.79 16.29 5.18
Quartile Ranking 2 1 3 2 2 1 4 3 4 3

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