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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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.
Annualized Net Returns
1 Year
12.6%
3 Year
12.4%
10 Year
9.0%
Since Inception
9.3%
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
10,000+
financings
Our diversified portfolio of over 10,000 financings, 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
Additionally, corporate holders benefit from their earnings being characterized as active business income.
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 157 out of 173, or 91%, delivering positive returns.
