Alternative Mutual Funds

Portable Alpha Funds

A “portable alpha” strategy combines the return of an index with a source of consistent alpha. In other words, it combines the best of both worlds – passive and active investing – for the price of one (less the costs of leverage).

Canadian Equity Alpha Fund

Coming Soon
Vertex Portable Alpha Fund
Don’t Join the Crowd, Beat It. By combining a passive return on the Canadian equity index with the return of the Vertex Liquid Alternative Fund (through the use of leverage), the fund aims to consistently outperform its benchmark.

The Vertex Canadian Equity Alpha Fund provides a return on the S&P/TSX 60 Total Return Index, and enhanced by the performance of the Vertex Liquid Alternative Fund (“VLAF”) through the use of leverage. By porting the absolute return strategy of VLAF onto the return of the Canadian equity market, the...

The Vertex Canadian Equity Alpha Fund provides a return on the S&P/TSX 60 Total Return Index, and enhanced by the performance of the Vertex Liquid Alternative Fund (“VLAF”) through the use of leverage.

By porting the absolute return strategy of VLAF onto the return of the Canadian equity market, the Fund adds "alpha" (excess return) to the passive component of your portfolio, without adding additional risk.

Don't Join the Crowd, Beat It.

Fund Codes

  • Class B (FEL) : VRT 3000
  • Class F (NL) : VRT 3001

Purchase Info

  • Minimum Investment :
  • $500 (initial)
  • $50 (subsequent)
aLearn More About This Fund

Vertex Canadian Equity Alpha Fund

Don’t Join the Crowd, Beat It. By combining a passive return on the Canadian equity index with the return of the Vertex Liquid Alternative Fund (through the use of leverage), the fund aims to consistently outperform its benchmark.
bPerformance Fact Sheet

U.S. Equity Alpha Fund

Coming Soon
Vertex Portable Alpha Fund
Don’t Join the Crowd, Beat It. By combining a passive return on the U.S. equity index with the return of the Vertex Liquid Alternative Fund (through the use of leverage), the fund aims to consistently outperform its benchmark.

The Vertex U.S. Equity Alpha Fund provides a return on the S&P 500 Net Total Return Index (CAD), and enhanced by the performance of the Vertex Liquid Alternative Fund (“VLAF”) through the use of leverage. By porting the absolute return strategy of VLAF onto the return of the US equity...

The Vertex U.S. Equity Alpha Fund provides a return on the S&P 500 Net Total Return Index (CAD), and enhanced by the performance of the Vertex Liquid Alternative Fund (“VLAF”) through the use of leverage.

By porting the absolute return strategy of VLAF onto the return of the US equity market the Fund adds "alpha" (excess return) to the passive component of your portfolio, without adding additional risk.

Don't Join the Crowd, Beat It.

Fund Codes

  • Class B (FEL) : VRT 4000
  • Class F (NL) : VRT 4001

Purchase Info

  • Minimum Investment :
  • $500 (initial)
  • $50 (subsequent)
aLearn More About This Fund

Vertex U.S. Equity Alpha Fund

Don’t Join the Crowd, Beat It. By combining a passive return on the U.S. equity index with the return of the Vertex Liquid Alternative Fund (through the use of leverage), the fund aims to consistently outperform its benchmark.
bPerformance Fact Sheet

Bond Alpha Fund

Coming Soon
Vertex Portable Alpha Fund
Don’t Join the Crowd, Beat It. By combining a passive, tax-efficient return on the Canadian bond index with the return of the Vertex Liquid Alternative Fund (through the use of leverage), the fund aims to consistently outperform its benchmark.

The Vertex Bond Alpha Fund provides a tax-efficient return on the FTSE TMX Canada Universe Bond Index and enhanced by the performance of the Vertex Liquid Alternative Fund (“VLAF”) through the use of leverage. By porting the absolute return strategy of VLAF onto the return of the Canadian bond market...

The Vertex Bond Alpha Fund provides a tax-efficient return on the FTSE TMX Canada Universe Bond Index and enhanced by the performance of the Vertex Liquid Alternative Fund (“VLAF”) through the use of leverage.

By porting the absolute return strategy of VLAF onto the return of the Canadian bond market the Fund adds "alpha" (excess return) to the passive component of your portfolio, without adding additional risk.

Don't Join the Crowd, Beat It.

Fund Codes

  • Class B (FEL) : VRT 5000
  • Class F (NL) : VRT 5001

Purchase Info

  • Minimum Investment :
  • $500 (initial)
  • $50 (subsequent)
aLearn More About This Fund

Vertex Bond Alpha Fund

Don’t Join the Crowd, Beat It. By combining a passive, tax-efficient return on the Canadian bond index with the return of the Vertex Liquid Alternative Fund (through the use of leverage), the fund aims to consistently outperform its benchmark.
bPerformance Fact Sheet