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Accelerate Canadian Long Short Equity Fund (ATSX)
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As of March 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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14.81 %
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Day High/Low
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- / -
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YTD Return
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7.81 %
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52Week High/Low
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$42.90 / $27.14
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NAVPS
(4/21/2026)
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$41.44
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Change
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$-0.55 / -1.31 %
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Open / Close
(5/5/2026)
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-
/
$42.79
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Management Fee
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0.00 %
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Traded Volume
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0
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Assets ($mil)
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$6.15
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Rank (1Yr)
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13/209
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Std Dev (3Yr)
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-
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Beta (3Yr)
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-
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Volatility Ranking (3Yr)
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7/10
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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 March 31, 2026)
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Sector Allocation
(As of March 31, 2026)
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Geographic Allocation
(As of March 31, 2026)
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Top 10 Holdings
| Name | Asset | Sector | Geographic | Percent |
| Athabasca Oil Corp | Canadian Equity | Energy | Canada | 4.17% |
| Suncor Energy Inc | Canadian Equity | Energy | Canada | 3.85% |
| Surge Energy Inc | Canadian Equity | Energy | Canada | 3.71% |
| Imperial Oil Ltd | Canadian Equity | Energy | Canada | 3.71% |
| BRP Inc | Canadian Equity | Consumer Goods | Canada | 3.64% |
| Chemtrade Logistics Income Fund - Units | Income Trust Units | Basic Materials | Canada | 3.59% |
| Great-West Lifeco Inc | Canadian Equity | Financial Services | Canada | 3.39% |
| Exchange Income Corp | Canadian Equity | Industrial Services | Canada | 3.38% |
| Wesdome Gold Mines Ltd | Canadian Equity | Basic Materials | Canada | 3.34% |
| IGM Financial Inc | Canadian Equity | Financial Services | Canada | 3.32% |
Performance Data
(As of March 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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-3.92
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7.81
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18.61
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7.81
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51.42
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25.83
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18.24
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-
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Benchmark
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-4.32
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3.93
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10.43
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3.93
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34.83
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21.18
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15.19
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12.59
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Quartile Ranking
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3
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1
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1
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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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