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Profile - Adaly Opportunity Fund Cl A (SAC*OPP.TO)
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Fund Background
CategoryAlternative Strategies
Fund Family Strategic Advisors Corp
Total Assets in $millions N/A
Year to Date Return 4.0360%
NAVPS (2004-01-30) $ 3331.2500
Daily Change
52 week high
52 week low
Objective
The Advisor's objective is to first protect, and then grow the Partnership's capital through the construction of a diversified portfolio of publicly-traded securities that exhibit low correlation to general market direction.
Strategy
The Advisor's strategy is to invest in a diversified portfolio of event-driven securities that exhibit low correlation to the overall stock market. The most common event-driven investment approach is "risk arbitrage", wherein the Partnership will invest in securities that are the targets of publicly-disclosed transactions. Other approaches include paired trades, convertible hedging, consolidation themes, and the purchase of securities at discounts to cash.
Fund Operations
Inception:31-December-1999
Management Company:Strategic Advisors Corp.
Managing Company since:19-March-2003
Lead Manager: Martin G. Braun
Manager Since:31-December-1999
Manager Tenure: 4 years
Returns (%)
  3mo 1yr avg 3yr avg 5yr avg
SAC*OPP.TO -2.3030 30.1280 26.7750

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Investment Information
New Investment Open
CurrencyCAD
Min Initial Investment $ 150000.00
Min Subsequent Investment $ 50000.00
RRSP Eligible No
RESP Eligible No
Min Initial Investment (RRSP) N/A
Min Subsequent Investment (RRSP) N/A
AvailabilityAB,MB,NS,ON,PQ
Fees & Expenses
Management Fee 2.00%
Load or No Load No Load
Choice of Front or Back Load No
Max Front End Load N/A
Max Back End Load N/A


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Although data are gathered from sources believed to be reliable, Yahoo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance, and the return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Yahoo and its content providers accept no liability for reliance on this data. Users who require expert advice should consult a qualified professional.