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Accelerate Canadian Long Short Equity Fund (ATSX)
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As of September 30, 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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15.43 %
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Day High/Low
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- / -
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YTD Return
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20.22 %
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52Week High/Low
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$47.32 / $34.06
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NAVPS
(10/2/2026)
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$45.90
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Change
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$0.32 / 0.70 %
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Open / Close
(10/9/2026)
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-
/
$45.76
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Management Fee
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0.00 %
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Traded Volume
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0
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Assets ($mil)
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-
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Rank (1Yr)
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27/237
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Std Dev (3Yr)
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10.69 %
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Beta (3Yr)
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0.79
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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 Canadian Long Short Equity 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 the equity securities of 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
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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 September 30, 2026)
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Sector Allocation
(As of September 30, 2026)
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Geographic Allocation
(As of September 30, 2026)
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Top 10 Holdings
| Name | Asset | Sector | Geographic | Percent |
| Russel Metals Inc | Canadian Equity | Basic Materials | Canada | 3.87% |
| Chorus Aviation Inc | Canadian Equity | Industrial Services | Canada | 3.54% |
| Kinaxis Inc | Canadian Equity | Technology | Canada | 3.51% |
| Shawcor Ltd | Canadian Equity | Energy | Canada | 3.44% |
| Exchange Income Corp | Canadian Equity | Industrial Services | Canada | 3.37% |
| North West Co Inc | Canadian Equity | Consumer Services | Canada | 3.37% |
| Canadian Tire Corp Ltd Cl A | Canadian Equity | Consumer Services | Canada | 3.31% |
| CCL Industries Inc Cl B | Canadian Equity | Basic Materials | Canada | 3.31% |
| Manulife Financial Corp | Canadian Equity | Financial Services | Canada | 3.30% |
| Metro Inc | Canadian Equity | Consumer Services | Canada | 3.30% |
Performance Data
(As of September 30, 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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1.66
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6.36
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11.51
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20.22
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32.26
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29.56
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18.50
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-
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Benchmark
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-2.62
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1.62
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8.69
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12.96
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20.02
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25.06
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15.18
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12.37
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Quartile Ranking
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1
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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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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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