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Conservative, Focused, Active
Experience and Expertise: Innovation and Longevity
- Conservative, active management
- Pioneers in alternative assets with over 50 years of experience
- Managed futures specialists lauded for policies and procedures
- Institutional expertise applied to individual investors
- Full-service marketing and sales support
Product Innovation: Managed Futures Notes
- AAA-rated, principal protected, government guaranteed¹
- True diversification through non-correlation
- Guaranteed minimum yield at maturity²
- Global exposure; RRSP and RRIF eligible
- A strategic asset mix decision
Defined Parameters: Controlling Volatility
- Strict risk management, legal controls and governance
- Long-term, conservative investment strategy in place
- Tricycle hires and manages 6 to 12 CTAs who trade in diverse sectors with distinct styles
- CTAs adhere to pre-determined mandates
- Positions monitored daily
Managed Futures: Provide Asset Class Diversification
- Attractive average annual returns: 12.52% net to investor since 1980²
- Strong correlation to the benchmark index³
- Non-correlated to stocks and bonds
- Complement to a GIC portfolio
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The issuer of each Series of Managed Futures Notes guarantees a specified minimum return for each $100 of initial investment, if purchased at issue price and held to maturity. Please see the Information Statement for each Series of Managed Futures Notes for details on the guaranteed minimum yield for such Series. |
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CISDM CPO Asset Weighted Index adjusted for CDN T-Bills, net of fees, January 1980 to September 2005. This index reflects the combined performance of a large number of sponsors. Historical experiences with managed futures investments are not necessarily indicative of future performance. There are risks associated with any investment. Speak to your financial advisor for more information. |
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CISDM Fund/Pool Qualified Universe Index . |
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