Target return
6-8%
We offer a full platform of investment options, each designed to meet specific investment goals and risk tolerance levels. Whether you’re looking to minimize risk while maximizing returns in a core or satellite global holding or seeking to diversify your portfolio with direct commodity exposure, our strategies are powered by our Risk Allocation Engine to help you reach your unique financial objectives.
Prudently applies liquid, actively managed leverage to a globally diversified, multi-asset portfolio to target similar volatility as a conventional global balanced strategy, with higher returns. This strategy is focused on risk first and foremost and will de-lever quickly during certain types of markets. Additionally, it uses trend and momentum overlays to further protect against capital drawdowns and capture movements in commodity markets.
Target return
6-8%
Target volatility
8%
Category
Multi-Strategy
Structure & Codes
Non-Prospectus Trust (VWP201 CAD / VWP205 USD)
Liquidity
Weekly (VWP201 CAD / VWP205 USD)
Invests in
Equities, bonds, futures, forwards, FX
RSP Eligible
Yes
Prudently applies liquid, actively managed leverage to a globally diversified, multi-asset portfolio to target similar volatility as a global equity strategy, with higher returns. This strategy is focused on returns first and foremost but will de-lever quickly during certain types of market conditions.
Target return
10-12%
Target volatility
15%
Category
Multi-Strategy
Structure & Codes
Non-Prospectus Trust (VWP311 CAD)
Liquidity
Weekly (VWP311 CAD)
Invests in
Equities, bonds, futures, forwards, FX
RSP Eligible
Yes
Creates a scientifically diversified portfolio of direct commodities to target a more stable return profile than comparable strategies.
Target return
Inflation+2%
Target volatility
N/A
Category
Direct Commodities
Structure & Codes
Non-Prospectus Trust (VWP601 CAD / VWP603 USD)
Liquidity
Weekly (VWP601 CAD / VWP603 USD)
Invests in
Futures, commodities (no stocks or bonds)
RSP Eligible
Yes