Maxam Diversified Strategies Fund
Information for Advisors
The Maxam Diversified Strategies Fund is now available to all investors.
We are pleased to announce that on August 24, 2022 the Maxam Diversified Strategies Fund was approved to be offered via Simplified Prospectus for an Alternative Mutual Fund. Please refer to the documents in the Fund Documents & Additional Information section below.
- Track record of strong risk-adjusted returns
- Registered plan eligible
- Available through FundServ
Why Invest In This Fund?
- Diversification & Return Enhancement
- Fundamental, value-oriented approach
- Targeting double-digit returns
Yes, no reset
Yes, no reset
*On August 24, 2022 Class C changed its name to Class A
Event-driven, special situations
Annually, if applicable
Short-term trading fee
3% if within first six months
Investment Risk Rating
All Provinces except Quebec
Fund Inception Date
June 30, 2009
Prime Broker | Fund Admin
TD Securities | SGGG
Pricing & Liquidity
Monthly, last business day
Auditor | Legal Counsel
KPMG | Borden Ladner Gervais
Fund Documents & Additional Information
This information is intended to provide you with information about the Maxam Diversified Strategies Fund and is not an offer to sell or solicit. Disclosed performance is based on Class X, A and F units and is net of all fees and expenses. Inception date for Class X is June 30, 2009; Class A is December 31, 2012 and; Class F is January 31, 2013. The performance fees on Class X units are subject to a 5% annualized hurdle. Important information about the Fund is contained in the Simplified Prospectus and Fund Facts which should be read carefully before investing. This presentation is neither an offer to sell securities nor a solicitation to sell securities. The securities of the Fund are sold only through IIROC registered dealers in those jurisdictions where it may be lawfully offered for sale. Accredited investors or certain other qualified investors may also purchase securities through Maxam Capital Management Ltd in reliance on certain prospectus exemptions available in National Instrument 45-106. Investors should consult with their own investment advisor and obtain a copy of our applicable Simplified Prospectus and Fund Facts documents before investing in the Fund. Investors should seek advice on the risks of investing in the Fund before investing. This website may contain forward-looking statements. These forward-looking statements are based upon the reasonable beliefs of Maxam Capital Management Ltd. at the time they are made and are not guarantees of future performance, are subject to numerous assumptions, and involve risks and uncertainties about general economic factors which may change over time. Maxam assumes no duty, and does not undertake, to update any forward-looking statement and cautions you not to place undue reliance on these statements as actual events or results may differ materially from those expressed or implied in any forward-looking statements made. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Simplified Prospectus before investing. Any indicated rates of return are the historical annual total returns including changes in value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. This document is not intended to provide legal, accounting, tax or investment advice. Please consult an investment advisor and read the prospectus for the Maxam Diversified Strategies Fund prior to investing.