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YTM CAPITAL
CREDIT OPPORTUNITIES FUND
Long/short
investment grade credit strategy
Long-term net target return
6%-8%
Accredited investors
> a fixed income alternative with minimal interest rate exposure
> potential for absolute returns and low volatility
COF SUMMARY
July 1, 2015
Quarterly
Monthly
4.4
1.76
0.044%
1.4 years
0.22
1.05
March 31, 2026
Class A, F
Class TA, TF
Net Performance (F)
July 1, 2015
March 31, 2026
Net Returns (%)
1 mo
-0.15
-1.97
3 mo
0.43
0.24
6 mo
1.35
-0.10
1 yr
4.29
0.83
3 yr
7.57
3.40
5 yr
5.09
0.68
10 yr
5.70
1.75
FUND (F)
FTSE BOND
Calendar Net Returns (%)
2021
1.48
-2.54
2022
-0.40
-11.69
2020
3.33
8.69
2019
8.86
6.88
2023
11.28
6.69
2024
9.34
3.96
2025
4.22
2.64
YTD
0.43
0.24
FUND (F)
FTSE BOND
Credit
Rating
Portfolio
Maturity
(years)
Sectors
Top Ten (By issuer, August 31, 2025)
Enbridge
CIBC
Royal Bank of Canada
TransCanada Pipelines
Ford Credit Canada
Altagas Ltd.
Tourmaline Oil Corp.
TD Bank
Scotiabank
Dollarama Inc.
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