PERFORMANCE

Consistent Returns, Unmatched Liquidity

Our focus is on prudence, profitability and accountability. We have more than tripled in value over the past 14 years by compounding capital consistently for our investors.
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WHY PRIVATE CREDIT

Consistent returns even when public markets fluctuate

We have consistently outperformed industry benchmarks such as the S&P/TSX Composite Index, iShares Canadian Corporate Bond Index ETF, and iShares Core Canadian Universe Bond Index ETF for more than a decade.
performance graph

Annualized Net Returns

1 Year
11.3%
3 Year
10.5%
10 Year
9.2%
Since Inception
9.2%

Uncorrelated Returns

Merchant Opportunities Fund's returns are not closely tied to stock or bond markets, providing stability and consistent returns even during market downturns.
  • 0.06 Beta vs the TSX
  • 0.08 Beta vs iShares CAD Corp BondIndex

Superior Downside Protection

4.3%
Annual Standard Deviation
21,000+
financings
Our diversified portfolio of over 21,000 financings representing an aggregate value of over $650,000,000, combined with our rigorous underwriting process, provides superior downside protection.

Increased Yield & Diversification

The Fund pays a quarterly cash distribution equal to 8% annually. The Fund is uncorrelated with traditional asset classes offering strong portfolio diversification benefits.
8%
Quarterly Cash Distributions

Tax Favorable

Applicable for the following account types:
RRSP
TFSA
RRIF
RESP
LIRA

Monthly Liquidity

The Fund generates consistent cash flow, which allows us to confidently offer monthly liquidity to investors. The short duration of the Fund's assets also allows it to adjust pricing and underwriting protocols in order to maintain returns in changing market conditions.

Total Net Investment Returns

The Merchant Opportunities Fund boasts a consistent track record, with 143 out of 159 months, or 90%, delivering positive returns.

Evolve your wealth

Diversify and discover uncorrelated alpha through private credit.
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